What's New

	Top reasons to upgrade
	1	Workflow Automation to monitor your business and respond automatically to critical activities with alerts and actions
	2	Sales lead and account management
	3	Improved list and campaign management for more effective direct marketing
	4	Advanced integration with Microsoft Outlook
	5	Crystal Reports included to gain additional visibility into your customers and your business
	6	Improved Customer Service and Support module
	7	Powerful Web Portals built on .NET for employees, partners and customers
	8	Easier to install. Stronger and faster remote synchronisation with MaxExchange
	9	Calendar for better time management and collaboration

Workflow Automation

Monitor your business systems and respond automatically to critical business activities with new Workflow Automation powered by KnowledgeSync. Save everyone time and make sure no opportunities slip through the net.  Apply your business context and logic to configure Workflow Automation to monitor the massive amounts of information coming into your business every day and alert people or assign tasks automatically.  For example, send an automatically alert to the sales manager and schedule a follow-up call for a client if a hot lead has not been contacted in five days. Automatically schedule a report to be sent to the customer service manager every Friday morning with information on the team's phone logs and account activities. Configure your system to monitor web leads or incoming e-mails and schedule a series of automatic e-mails back to the prospect, and alert the account manager in their territory for a follow-up phone call.

Sales lead and account management

Identify and manage leads and convert them easily to customers.  Track lead status and source to monitor the sales funnel and success of marketing programmes.  Assign account managers to take ownership of leads and customers, then easily report on the sales funnel, forecast, or phone logs by account manager.  Assign leads to business partners and resellers, then automatically send an e-mail alert to ensure no leads slip through the net.  Understand influencers and decision-makers with your clients better by tracking the reporting relationships within their organisations.  Show important information on a customer record by assigning key user-defined fields.

Improved list and campaign management for more effective direct marketing

Effectively manage opt-in and opt-out lists for targeted direct marketing and newsletter lists. New "do not solicit" function and enhanced data security ensures you comply with new privacy, anti-spam and do-not-call legislations.  New categorised and multi-level user-defined fields give you more control of how you organise and sort customer profile information. And maintain data integrity by including descriptions and 'requested by' information for each user-defined field.  Easily perform complex searches under multiple criteria.  Increase the reach to your customer base with automated multi-phase e-mail, and now fax and print campaigns too.   Measure campaign response statistics automatically, such as e-mail open rates and landing page click-throughs.  Send automatic alerts to the marketing manager and system administrator when there's an issue with an e-mail or fax campaign.  With tighter sales and marketing integration, know which promotions or newsletters your customer or prospect is receiving so you can tailor your sales message effectively.

Advanced integration with Microsoft Outlook

Read Outlook e-mail inside Maximizer Enterprise, maintain same folder structure while also saving messages to customer records. Compose HTML as well as text e-mails. Access Outlook contacts from Maximizer Enterprise so you can include colleagues in customer e-mail communications.  Synchronise your customer list from Maximizer Enterprise in the Outlook address book - no re-formatting or re-typing required.

Gain visibility into customers with Crystal Reports

Create and edit your own reports to gain further visibility into your customers using best-of-breed business intelligence reporting tool, Crystal Reports, now included with every Maximizer Enterprise user.  Use the Expert and Wizard tools to quickly and easily produce and customise cross-tab, drill-down, summary reports and more. Highlight the information you need by grouping and sorting data, then add charts.  Further analyse data in a familiar Excel environment, and publish reports to colleagues in PDF, Word, HTML and other standard formats.  Even analyse data in other database applicationsi , such as your accounting or ERP systems, against the customer data in Maximizer Enterprise to get a complete view of your customer history, transactions and relationships.  Maximizer Enterprise 8 also supports Crystal Analysis for multi-dimensional analytical viewsii

Improved Customer Service and Support module

Track billable hours and rates for each customer service case.  Ensure customer service enquiries are resolved in a timely manner and customers are satisfied, by seeing how long a case has elapsed.  Personalise communications with customers throughout the sales cycle by including customer service details in merge fields.  Import and export documents in the Knowledge Base in XML format so you can convert your existing documents and share them with others.

Powerful Web Portals for employees, partners, customers

The web-based Employee, Partner and Customer Portals are now built on .NET technology so it's powerful, easier to manage and integrate with other applications.  Through the Employee Portal, enable remote and mobile staff to access important customer, schedule and sales information through a web browser.  With the Partner Portal, manage communications, leads and sales forecasting with third-party resellers.  With the Customer Portal, create unique online experiences for customers, including customer self-service.

	Easier to install. Stronger and faster remote synchronisation with MaxExchange.
	With the fastest deployment in its class, Maximizer Enterprise is now even faster and easier with a brand new installation wizard that helps you get up and running quickly.  MaxExchange is now even easier to configure and manage remote users. Transfer data faster and automatically be alerted of data transfer errors to ensure remote users have the most up-to-date information.

	Calendar for better time management and collaboration
	Brand new 'My Work Day' home page helps staff manage their day by seeing a quick summary of the day's appointments and tasks, plus important company announcements from managers. The calendar in Maximizer Enterprise helps you collaborate with team members by seeing multiple users' calendars in one view.  Book board rooms, meeting rooms and other resources such as projectors.

i Using Crystal Reports with other databases requires an upgraded license, available from Business Objects or its resellers.

ii Requires add-on Crystal Analysis license available from Maximizer Software.