Version 11 Feature Set

UK and Mainland EuropeApex House, London RoadBracknellBerkshire, RG12 2XHUnited KingdomTel: + 44 (0)1344 766 900Fax: + 44 (0)1344 766901Web: www.max.co.uk

FEATURES Winning Differentiator

Required by Customer &

Market

Beneficiary Customer Role

Beneficiary Department

Partner/PS Work Potential

User ExperienceNew wizard-driven creation dashboards allowing managers to easily create and visualise KPIs

aManagers All Yes

New modern Office-like ribbon interface for ease of use a a All All All

Improved overall speed of Web Access a All AllImproved Web Access client including marketing campaigns, action plans, document library

a All Marketing

Firefox browser support for Windows, Mac, and Linux users a All All Yes

Time zone support in appointments and tasks for national/international teams a All All

Conditional color highlighting of records for at-a-glance view a All All

Formatting of Notes in Rich text for easier viewing of records a All All

Improvements to SQL Express 4GB limitation a All All

Enhanced and simplified MaxExchange distribution configuration a All All Yes

Centralised user, security, and group administration a All All Yes

Enhanced user and group administration rights assignment a All All Yes

Sales, Marketing & ServiceFull support for Sales Quota Management a Manager Sales YesOpportunity Monitoring - Status change notification for managers, team members, and partners

a Manager Sales Yes

New and Updated Sales Reports, Dashboards a

Manager/Executive

Sales/Marketing Yes

Quick Email Campaigns support including templates for easy execution by sales staff

a Frontline Sales/Marketing Yes

Allow SharePoint users to seamlessly lookup Maximizer CRM data a All All Yes

Outlook Add-in for Web Access users to save, view CRM records from Outlook a All

Improved Campaign statistics reportinga

Manager/Executive Marketing Yes

New user-defined fields (UDFs): Yes/No, and Formula fields for more flexible profiling/reporting

aManager/Executive All Yes

Appointment reminders sent to Address Book entries a All

Association of Column views to Catolog searches and Favorite lists a a All Yes

MobilityNew easy-to-use interface for smartphone users a a All All

Simplified setup procedure for MaxMobile users: seamless start for “out of office” staff

a All All

Online access to full CRM database contents a All All

Capture video, photo, and audio and store into the CRM for field reports a All All

Map multiple customers to BlackBerry GPS & maps for turn-by-turn directions a All All

Multi-user appointments, task assignment for improved field/office collaboration

a All All

View, edit, create new documents improving remote productivity a All All

One-click email save from BlackBerry email to CRM a All All

Field label customisation and multi-lingual support for customised mobile interface a All All

Email notification for appointment attendees a All All

Email notification for tasks assignments a All All