Harness the Power of Microsoft Technology-
Microsoft® plus Maximizer™ for Seamless CRM

Small to medium-sized businesses with a Microsoft® technology foundation can leverage the strength of the familiar backbone and applications alongside the simple, accessible, adaptable Maximizer™ Customer Relationship Management (CRM) solution. Built for the Windows platform and leveraging the .NET framework and SQL database, Maximizer CRM opens the flow of information between a centralised CRM database and Microsoft applications such as Outlook®, Office and back-end programs such as Dynamics™ GP.


Leverage Outlook as a CRM Interface

• Integrate Email: View your Outlook messages inside Maximizer CRM automatically, then save to customer records – no copying and pasting.

• CRM Access in Outlook: Use the Maximizer Toolbar inside Outlook for one-click saving of emails to customers’ records in Maximizer CRM. 
• Access Contacts: Use email addresses from both Maximizer CRM & Outlook address books for email distribution. Synchronise contacts to Outlook and vice-versa to store a subset of customer records. 
• Synchronise Calendars: Stay on track with two-way synchronisation of Maximizer CRM & Outlook calendars. 
• MaxSync for Microsoft Exchange:1 Set-up meetings and keep track of appointments when some people work in Maximizer CRM and others work in Microsoft Outlook & Exchange.

• Microsoft Word: Personalise documents like customer proposals and letters with Microsoft Word with any field from your Maximizer CRM customer data. Even use Word to create rich text print and fax campaigns.
• Microsoft Excel®: Instantly export data and reports to Microsoft Excel, and import third-party lists from Excel. 
• Share Office documents: Save Microsoft Office documents in customer records for electronic history of proposals, quotes and other communications. Store other documents in a central repository for staff to reference and email.
• Microsoft Dynamics GP: Integration provided out-of-the-box with Accounting Link for Dynamics GP , provides a 360° customer view that pulls transactions, invoices, quotes, purchase orders directly into Maximizer CRM.

• Web Access: Access information online and perform every day customer-facing processes with Maximizer CRM and Internet Explorer.
• Windows Mobile Access: Maintain productivity of remote staff with synchronisation to Windows Mobile Pocket PC and Smartphone devices using MaxMobile, or use Pocket Internet Explorer with Wireless Web Access for online, real-time information.

Other Microsoft technologies Maximizer CRM supports:

• Internet Explorer for Web Accessⁱ
• SQL Server Database (Professional and Enterprise Editions) 
• SQL Express (Group Edition)
• Systems Management Server (SMS) 
• Windows single sign-on and user authenticationⁱⁱ
• Microsoft Virtual Earth for global maps and directions 
• Microsoft Internet Information Services (IIS) 
• Customisationⁱⁱⁱ programming languages: Visual Basic®, Visual Basic .NET, C+#, Visual C++®

ⁱ Web Access option is available for Group, Professional, and Enterprise Editions
ⁱⁱAvailable only with Professional and Enterprise Editions
ⁱⁱⁱCustomisation Suite is an add-on product with additional license fees.