Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It was founded in 1987 and is one of the CRM pioneers that created personal information management systems (PIM) and opportunity management systems. The first version of the product (3.0, launched in 1996, one year after the acquisition of the Maximizer product line from Modatech Systems) was promoted as “a full-featured contact management system with activity scheduling.”
Many things have changed since 1996, including:
- the acquisition of Tracker Software in 1997 and Cognitech in 1998;
- the release of version 5.0 (in 1998), which brought e-commerce to contact management;
- the announcement of version 9.5, which included MaxMobile for Windows Mobile PDAs in 2006; and
- the launch of a new brand and a corporate focus on Mobile CRM in 2008, including the rollout of next-generation Mobile CRM for BlackBerry and iPhone devices.
The latest version of the product (Maximizer CRM 11)was released in April 2010 and I had the pleasure of having a briefing with Will Anderson, the executive vice president of technology for Maximizer.
What’s New in Version 11?
Version 11 brings a completely new ribbon-style user interface (UI), which looks very familiar to Office 2007 users. Now, the mobile version has a tabbed interface, which makes navigation easier. Also, Maximizer 11 supports Firefox for Windows, Mac, and Linux.
From a functional point of view, here are some of the highlights of the new version:
• Sales quota management allows end users and managers to define, track, and observe quotas, trends, etc., using dashboards customized by user roles.
• Formula fields defined by users can be used to calculate values from two or more user-defined fields, for more robust profiling and reporting.
• Sales opportunity monitoring can be used to set-up alerts, send real-time notifications, and e-mails.
• Online campaign manager has the ability to setup campaigns and track metrics from any Web browser, anywhere in the world.
• Wizard-driven dashboards allow users to easily create, modify, and personalize dashboards, and enable them to drill down to granular data.
Regarding the mobile version of the product, Maximizer CRM 11 brings a new tabbed interface, supports documents and attachments to e-mails, GPS integration, and full access to the CRM database.
Does Maximizer Offer Social CRM (SCRM)?
Today, Maximizer CRM 11 integrates with LinkedIn and Jigsaw. Recently, Jigsaw was acquired by Salesforce.com, so I asked Mr. Anderson: How will Maximizer work with Salesforce? Mr. Anderson replied that Maximizer had a great partnership with Business Objects before their acquisition by SAP and this hasn’t changed. Of course, it is hard to say what Salesforce will do, but Maximizer intends to maintain its relationship with Jigsaw.
What Can You Expect from Maximizer 12 and Beyond?
Maximizer’s mobile product has been quite successful and it will continue to improve real-time data access and BlackBerry platform integration. Also, integration with other mobile platforms may be provided, including: iPhone, Windows Mobile, Palm, and Android.
We are in the process of updating the data we have for Maximizer related to their level of functionality. Once we have received the new data, users will be able to compare Maximizer CRM 11 to other CRM products in our CRM Evaluation Center.
I switched from Salesforce to Maximizer almost 2 years ago as I couldn’t justify the high annual licence cost as a small (
Glad to find a blog about Maximizer. A great application and I think this word is not enough to describe such ease of functionalities, all the cutting edge tools to work more efficiently. Been using it since DOS version and would not be as effective without it. I have started a tips and thoughts blog about it. I invite you to visit tipsforcrm.blogspot.com - it is completely bilingual
I need a phone log report that will get all the days not just the current or chosen day… do you know how to do that?
i would like to know that how can we transfer attachments from maximizer crm to salesforce crm…
please help i have no idea regarding this…
NOT recommended from my experience. I started using Maximizer in 1995. I found it to serve my purposes although not compatible with other programs on my computer. Everytime I get a new computer I am forced to upgrade to the latest edition which generally cost me from $300 to $500 to buy the program and pay their technical guys to switch my information over. This spring I need to upgrade again and got a quote from them which was $310. When it came time to retrieve my information and switch over they said it would be another couple hundred dollars. I spoke with a supervisor and voiced my dissatisfaction. Now they will not return any of my calls……..I have finally given up on them but am really disappointed as I have now lost 15 years of information.
Their service is also terrible, often waiting days for a call back to resolve problems.
Just my experience.
Nice blog about crm software, and the upgraded version is quite good, Recently Posted on Best crm software solution