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TBC Maximizer CRM 11 - Partner Relationship Management

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procedures, and notes about customer service solutions in the Knowledge Base online. Enable your partners to create new service cases, view cases in progress, and modify existing ones move or change their contact information. Let partners create their own user identifi cations and passwords for web access, Make important announcements available to partners through the web with an email alert. Save time and money distributing new price lists and marketing materials by making them   

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  • Leverage Your Channel Partners to Drive Sales.

    Exchanging information about customers, sales opportunities and marketing activities witha network of channel partners can be complex and time-consuming. Help your employeesand partners handle leads faster, collaborate more effectively on deals, and improve salesforecasting with Maximizer CRM Partner Relationship Management all through the web.

    Streamline lead distribution, forecasting and targeted marketing

    Assign leads to partners or resellers complete with automatic email alerts to retrieve leads through the web. Viewing contact information, profi le and background knowledge on leads in real-time, will help them make more effective follow-up calls.Improve the accuracy of your forecasting and sales pipeline reports. Allow resellers to view and update their sales opportunities and add new opportunities, including probability of close.Get customer feedback through partners and make more informed decisions.

    Review opportunities by account manager or partner to motivate partner sales.

    Empower partners to provide outstanding customer service

    Proactively provide your partners with the answers they need, by publishing answers to FAQs, procedures, and notes about customer service solutions in the Knowledge Base online.Enable your partners to create new service cases, view cases in progress, and modify existing ones to keep everyone up to date.Automatically notify partners about the status of service cases in progress, escalations, resolutions, or specifi c related actions and events.

    Automate and centralise partner communications

    Make important announcements available to partners through the web with an email alert. Save time and money distributing new price lists and marketing materials by making them available through the web.Provide partners with access to a calendar of partner-related activities including marketing campaign dates, training programs and events.

    Provide safe, secure access to confi dential information

    Let partners create their own user identifi cations and passwords for web access, complete with automatic password retrieval.Save time by allowing partners to modify their own profi les through the web when they move or change their contact information.

    Partner Relationship Management

    The business partner portal is a very attractive feature forour brokers. They love the fact that they can simply log in and access each clients completehistory, make changes, track the services we have provided it helps them build theirown businesses and relation-ships with clients.

    Kevin J. Timmerman, President

    Steele Capital Management

    Real-time Lead Distribution: Assign leads andopportunities to partners in real-time through the weband receive updates back.

  • Customise Your Partners Experience

    Customise the partner experience to refl ect your business, including custom windows, tabs, tool bars, and menus to suit your unique business processes.Leverage industry standards, code examples, and an easy-to-use interface for IT professionals with the Customisation Suite.i

    Why Maximizer CRM 11?

    Simple & Quick1. to deploy, learn, use and maintainAccess Options2. through web, desktop and mobile smartphonesValue3. . Best Value for a full-featured CRM, low total cost of ownershipExpertise4. . More than 20 years as a pioneer and leader in CRM.

    Visit www.max.co.uk for:

    I nformation based on your role: sales, marketing, service, executive, IT

    Information on CRM and Contact Management An overview of features and technology Online demos and free trial software White papers and webinars on CRM best practices

    Maximizer CRM helps small and medium-sized businesses maximise sales, customer satisfaction and profi tability through increased business productivity and optimisation of limited resources

    UK & Eire: +44 (0) 1344 766902

    Europe & Middle East: +44 (0) 1344 766903

    Africa: +27 (0) 11 275 0116

    Email: [email protected]: www.max.co.uk

    Americas

    604-601-8000 phone

    604-601-8001 fax

    [email protected]

    www.maximizer.com

    Australia, New Zealand

    +61 (0) 2 9957 2011 phone

    +61 (0) 2 9957 2711 fax

    [email protected]

    www.maximizer.com.au

    Asia

    +(852) 2598 2888 phone

    +(852) 2598 2000 fax

    [email protected]

    www.maximizer.com.hk

    Maximizer CRM 11 Features:

    Account and contact managementTime management Task management and automationSales force automation Sales forecasting Marketing automation Email marketing Customer service management Microsoft Offi ce integration Outlook & Exchange synchronisationAccounting integration Business Intelligence Workfl ow automation Partner relationship managementeBusiness Access options: mobile devices, web, Windows desktop, remote synchronisation

    Technology Partners

    Certifi ed Solution Provider

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