Mobile CRM

Building around the mobility of your workforce, our latest release offers access options and support for the latest smartphones, including BlackBerry, iPhone, Android and Nokia (Symbian OS).

Equipping your staff with mobile CRM software gives you the edge over your competitors with access to accounts, sales deals, service cases, and schedules while on the road. No more waiting for a laptop to boot up, or fumbling through account notes before an important sales call. Get your staff using Mobile CRM today to:

• Get the edge on your competitors to win more deals
• Reduce staff downtime and increase field productivity with access to customer information at all times
• Increase customer face time by reducing time spent on administration in the office.
• Build customer intimacy by reviewing up-to-date customer details before a meeting
• One-click access to maps and directions from customer records
• Improve sales forecast accuracy through real-time updates from the field
• Increase CRM data accuracy: an easy-to-use interface on a familiar mobile device increases the likelihood that sales reps will update customer information

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

For real-time convenience, 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.

Business users maintain continuity. Stay productive and reduce downtime with anywhere access through the web. Get all your customer information and processes, including access to check and update:

• Appointments
• Tasks
• Email (Including Outlook/Exchange Sync)
• Customers
• Leads
• Sales Opportunities
• Reports & Dashboards
• Notes
• Documents
• Customer Service & Support Cases

• 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.

Equipping your staff with mobile CRM software gives you the edge over your competitors with access to accounts, sales deals, service cases, and schedules while on the road. No more waiting for a laptop to boot up, or fumbling through account notes before an important sales call. Get your staff using Mobile CRM today and call us today on 0845 463 8999 to discuss how Maximizer CRM can mobilise your sales team.