Access & Automation

Remote Access

MaxExchange, the conduit for remote access to all data within Maximizer CRM, brings remote office team members into the fold for real-time collaboration. From the moment a remote team member logs in, MaxExchange automatically uploads that individual’s updates to the main database, and synchronises the most recent information from headquarters. Remote staff members maintain productivity by doing virtually everything a staff person in the office would do.

• Right Information – Right Person: Distribute opportunities and action items to appropriate team members, chronologically adjusted to account for worldwide locations and time zones.

• Offline Remote Access: Maximise offline productivity by keeping a copy of records locally and synchronising it regularly with the central database. 

• Reliable & Secure: Synchronisation is secured using 128-bit encryption and tracks transfer status so you don’t have to worry about data theft or loss. 

• Easy to use: Remote users can rely on automatic or scheduled synchronisation, or sync with the click of a button over the Internet via FTP, using a WAN connection, or over your email system.

• Fast Synchronisation: Filter records by owner and documents by age and size to reduce file transfer size.

Web Access

Maximizer CRM’s Web Access option presents the same user interface as the desktop software, so the user's experience is continuous and familiar. Log in from anywhere to access the customer information and carry out daily tasks using a secure, standard web browser.

Ease of deployment for IT

• Host internally and keep securely in-house while enabling web access.
• Based on the .NET framework, easily customise Web Access view to make it work for your organisation, including custom windows and tabs. 
• Integrate with your corporate intranet, including internal documents and policies, plus external links to give users quick access to other critical information.

Workflow Automation

Workflow Automation, powered by KnowledgeSync, improves responsiveness and makes relevant customer experiences possible by automating processes, alerting managers of problem areas and reducing manual work.
 
Key Benefits of Workflow Automation with Maximizer CRM  

• Automate repeatable step-by-step processes and improve productivity
• Identify tasks that require immediate or overdue attention
• Provide everyone with the up-to-date notifications necessary to work smarter
• Discover further opportunities for customer interaction

• Alerts: When staff and managers receive action-oriented alerts via email, PDA or phone, they can respond to time-sensitive milestones or critical incidents no matter where they are. Maximizer CRM contains over 50 pre-configured alert notifications; or easily configure your own to be alerted on the critical activities in your business.
  
• Lead follow-up: Be alerted when a hot lead has not been contacted within a set number of days.
• Sales Management: Be notified in real-time when a deal is lost or when deals are overdue for closing.
• Customer Service & Support: Receive an alert when there are multiple cases entered for one customer.
• Take Action on Inquiries: Monitor incoming email, identify the customer’s record, route the email to the account manager and save it to the customer’s record.
• Handle Unsubscribe Requests Automatically: Comply with anti-spam legislation and remove names automatically from your email campaign lists.
• Automatic Replies: Send an intelligent, automatic response to the sender to provide relevant information and timely response.