Maximizer CRM – Sales Force Automation
The “Sales Force Automation” software built into Maximizer CRM gives a helping hand to sales teams and executives building relationships destined for long-term success, through advanced lead tracking and sales opportunity management.
As all information is centralised into one convenient, action-oriented workspace, either on a mobile or computer, it is efficient and easy to manage accounts, collaborate on sales opportunities and accurately forecast sales pipelines and revenues.
Effective Account Management
Establish long term, profitable customer relationships. Successfully manage unlimited accounts with the ability to customize the way you view relevant information.
- Utilise the advanced search option and create one-click access buttons to frequently required lists of prospects and customers.
- Succinctly manage sales territories by setting up parameters for lead assignment.
- Automatically assign leads and accounts based on territory rules ensuring that high
potential opportunities flow to the appropriate teams and representatives.
Increasing Opportunity Tracking
Incorporated sales management functionality and sales forecasting makes keeping on top of sale progress and strategy easier than ever before. With geographical sales reports available at the click of a button, you can track every detail, including probability of close, and take educated, influential decisions to ensure your sales teams hit their targets.
- Create your own opportunity view using improved key fields grouping, including managing competitor and partner statuses.
- Capitalise on opportunities with timely automated messages and activities using the new alarm panel. Replacing the pop-up dialogue, a new notification panel will appear, detailing meetings or actions to be taken against a specific opportunity
assigned, including the contact’s address book details to prep from the initial sales call and generate a higher conversion.
Enhancing the Quote and Order Process
Allow the whole team to access previous quotes, avoiding drafting similar items from scratch. Whether you take your orders online or over the phone, managing your leads is made simple. Track them from qualification to close by integrating your quote and order management process with Maximizer CRM.
- Create and track quotes and orders through the built-in Order Desk.
- Manage enquiries, create time limited quotes, apply discounts and convert them into orders.
- Merge quotes into Word templates to further customise communications.
- Track quote and order status, response and fulfilment through to shipping and payment.
Sales Lead Management
Ensure leads are being dealt with as soon as possible with Maximizer, leading to higher sales conversion and revenue.
- Automate the alert system so the best people for the job follows up relevant, realistic and profitable leads. Track the status and source of every opportunity to measure funnel and conversion rate.
- Gain actionable insight by starting each day checking your management dashboard for a visual health check on sales leads, opportunities, service cases and account status.
- Set up wizard-driven dashboards, formatted with your choice of indicator style, displaying the key performance indicators (KPIs) that matter to you, in real-time.
Sales Quota Management
Empower sales leaders with live visual dashboards to help keep to targets and keep teams motivated, competitive, focused and accountable.
- Stay updated on team, territory and individual performance, ensuring accountability and the required level of motivation within your sales organisation
- Create powerful quota-based dashboard indicators for results at-a-glance.
- View exactly what you need to see by filtering annually, quarterly and monthly, based on your company’s fiscal year.
- Share results through email, printed reports or quick, one-click export to Microsoft Excel.
- Manage administrative rights to create, view or modify quotas among team members.