Action Plans

It is crucial have a plan that include all the task and appointments that are important, this is because nothing must be ignored, Maximizer knows that  must ensure nothing important slips through the cracks that’s why include Action Plans feature, also this tasks can be assigned to the person in charge to the project or others persons in it.

Communications And Microsoft Office Integration

Keep reference of the documents, letters, faxes and emails for customers is one of the vantages of Maximizer sales contact manager, also it is easy export data to Excel for analysis, another functionality is link the phone to Maximizer for quick and easy direct dialing and called ID pop-up; track time and notes from calls.

Outlook And PDA Sync

Maximizer has the feature to synchronize contacts and calendars between their contacts and Microsoft Outlook, also is possible read Outlook email with Maximizer to save important messages to client records. It’s also available synchronize the schedule and customer information back and forth with the latest Palm and with wireless handheld devices like BlackBerry.

Reporting

Obtain reports in a quick and easy way is possible with Maximizer that includes over 100 pre-built reports, including task lists, account activities, phone logs, sales pipeline, and win/loss analysis. The user can see charts for quick snapshots; publish reports to share with colleagues and instantly report to Excel.