{enter partner name} what’s new in maximizer enterprise™ 9
TRANSCRIPT
{Enter Partner Name}
What’s New in What’s New in Maximizer Enterprise™ 9Maximizer Enterprise™ 9
AgendaAgenda
Corporate Overview
Market Demands
What’s New in Maximizer Enterprise 9Features & Capabilities
Benefits & Value
Corporate OverviewCorporate Overview
BackgroundBackground
Founded in 1995Headquarters: Vancouver, Canada170 employeesRegional Offices: Americas, EMEA, Asia Pacific, Australia
7,000+ Maximizer Enterprise customers worldwide
1.5 million+ Maximizer users
EMEA Region sells only via Authorised Partners
GlobalGlobal
North AmericaVancouver, Canada
EMEAMaidenhead, United Kingdom
Asia/PacificSydney, Australia
Italy;
South Africa; Dubai;
Corporate Offices
Primary Development
Tech Support/Help Desk Sales/Marketing
Regional Office
Secondary Development
Tech Support/Help Desk Sales/Marketing
Regional Office
Secondary Development
Tech Support/Help Desk Sales/Marketing
Maximizer Software Partners Maximizer Software Partners throughout the Regionthroughout the Region
•United Kingdom
•Africa
•Netherlands
•Germany
•Austria
•France
•Switzerland
•Spain
•Portugal
•Greece
•Hungary
•Saudi Arabia
•Italy
•Turkey
•Luxemburg
•Belgium
•Denmark
•United Arab Emirates
•Lebanon
•Egypt
•Slovenia
•Poland
•Oman
•Qatar
Including:
Maximizer ProductsMaximizer Products
Maximizer Software programs are designed to facilitate, track, automate, and analyse all aspects of sales, marketing, and customer
service programmes, both through traditional methods and the Internet. Maximizer
Software has been developed over the last 12 years with over 1.5 million users worldwide.
Maximizer Products DefinedMaximizer Products Defined
Maximizer ProductsMaximizer Products
MaximizerMaximizer Enterprise CRMMaximizer Enterprise eCRMCustomisation SuiteWorkflow AutomationAccounting IntegrationMaxSync
Maximizer SME StrategyMaximizer SME Strategy
Contact ManagementOpportunity ManagementeBusinessAccounting Link
Small Businesses/Home OfficesSmall Businesses/Home Offices Small to Medium-Sized Enterprises and Divisions of Large EnterprisesSmall to Medium-Sized Enterprises and Divisions of Large Enterprises
Partner Relationship ManagementeBusinessWorkflow AutomationAccounting LinkReporting & Analysis
•Contact and Account Management•Sales Force Automation•Marketing Automation•Customer Service & Support•Employee, Partner & Customer Portals
Our AdvantageOur Advantage
Affordable Fast Magnetic User
Interface
Integrated Suite for All Customer-
Facing Users
Powerful Administration with Modern Architecture
Our DifferentiatorsOur Differentiators
InnovationInnovation
Innovation with purpose
Investing in business benefit
Harnessing the knowledge base
Maximising your greatest asset
Embracing the future
PassionPassion
CRM heritage
Unified tool set
Sales, Marketing & Customer Service
Entry level through to enterprise
Contact management through to corporate eBusiness
Modular, scalable, extensible, integrated
ExcellenceExcellence
Rich in functionality
Flexible, customisable, intuitive, easy to use
Industry standard platforms
Supported by wireless technology CRM, accessible from everywhere
ValueValue
Appropriate levels of functionality & affordability
Rapid deployment
Business benefit
Maximise efficiency
Increase revenue
Improve customer satisfaction
Fast Return on Investment
Future Proof
Satisfied CustomersSatisfied Customers
Our CustomersOur Customers
Market DemandsMarket Demands
Market Demands:Market Demands:Actionable Insight Builds AdvantageActionable Insight Builds Advantage
35% of companies will invest in BI in 2005-06 (up from 26% previous year) – Forrester
IT Priority: “Business intelligence applications” – Gartner Survey, Dec. 2004
IT Priority: “Simplify or optimise business processes” – InformationWeek Survey 2004
Market Demands:Market Demands:The Push for ProductivityThe Push for Productivity
Which business problem will take priority?
Market Demands:Market Demands:The Push for ProductivityThe Push for Productivity
IT Priority: “Mobile workforce enablement” – Gartner Survey, Dec. 2004
IT Priority: “Boost worker productivity across the entire company” - InformationWeek Survey 2004
Market Demands:Market Demands:Security FearsSecurity Fears
73% of SMBs will invest in upgraded security measures in 2005-06 – Forrester, July 2005
IT priority: “Security enhancement tools” – Gartner survey, Dec. 2004
IT priority: “Update security procedures, tools” -InformationWeek Survey 2004
Market Demands:Market Demands:Fears with Hosted SolutionsFears with Hosted Solutions
Software & Services in the SMB Market, July 2005: Michael Speyer & Liz Herbert
What’s New in Maximizer What’s New in Maximizer Enterprise 9Enterprise 9
What’s New in Maximizer Enterprise 9What’s New in Maximizer Enterprise 9
Business Intelligence & Process Management Improvements for Managers
Productivity Enhancements for Sales, Marketing, and Customer Service Staff
Administration Advancements for IT Administrators
Security Advancements for Companies
Business Intelligence & Process Business Intelligence & Process ManagementManagement
Improved Executive Dashboard
New – Crystal Reports® XI Professional
More pre-formatted reports
Instant export of reports to Excel®
More Workflow Automation alerts & processes
Business Intelligence & Process Business Intelligence & Process Management: Executive Dashboard DetailsManagement: Executive Dashboard Details
View from “Dashboard” in Web Client
Customise “My Work Day” with Dashboard
Visualise with Key Indicators:
Sales: Opportunity Status, Pipeline, Revenue
Service: Daily Service Case Activity
Business Intelligence & Process Business Intelligence & Process Management: New ReportsManagement: New Reports
Report Purpose
Sales Funnel Create predictability in sales & cash
Opportunity Analysis Understand staff performance and training requirements
Lead Summary See the quality of leads and ensure leads are followed up
Case Billing See which service reps are billing higher
Case Monitoring Ensure customer satisfaction remains high with quick resolution
Administrative Reports for Portal Login
See which customers/partners are utilising information in the portals
Business Intelligence & Process Business Intelligence & Process Management: Visualise PerformanceManagement: Visualise Performance
Business Intelligence & Process Management: Business Intelligence & Process Management: New WorkflowNew Workflow
Unsubscribe from campaign based on email: help comply with anti-spam legislation
Alert staff when campaign activity is suspended
Lead status alerts: lead follow-up accountabilityLeads with no account manager
Leads with no contact after X days
Leads with no status update after X days
Leads with no assigned hotlist task
“Hot” leads with no opportunity
Business Intelligence & Process Management: Business Intelligence & Process Management: New WorkflowNew Workflow
Opportunities lost/abandoned with no “reason” indicated: help with better win/loss analysis
Create customer service case from email
Business Intelligence & Process Management: Business Intelligence & Process Management: Refresher: WorkflowRefresher: Workflow
Email Monitoring and ResponseGeneral:
New records created
Tasks overdue (tasks = leads, inquiries, case f/u): > 5 overdue, > 1 week overdue
Sales:Changed forecast revenue> 14 days overdue for closingReal-time won/lost alerts
Customer Service & Support:> 10 open cases for 1 staff> 25 cases with high priority> 6 unassigned
Business Intelligence & Process Business Intelligence & Process Management: Benefits & ValueManagement: Benefits & Value
Gain accurate insight into company performance
Visualise key performance indicators at a glance
Make better decisions faster
Be proactive rather than reactive
Automate key processes to save time
Ensure business processes are being followed
Manage staff performance
Productivity Enhancements for Productivity Enhancements for StaffStaff
NEW: Integration with Microsoft® Exchange (MaxSync)
NEW: Action PlansManage series of tasks in a simple sales plan, marketing projectAssign tasks, manage resources & personnel
Productivity Enhancements for Productivity Enhancements for StaffStaff
IMPROVED Outlook®:Sync contacts & calendar back & forth
IMPROVED: Web AccessMore functionality through the webSame look & feel as the desktop client
NEW: Use of Microsoft® MapPoint
Productivity Enhancements for Productivity Enhancements for StaffStaff
IMPROVED: Integration with Office®Word: Use Word in campaignsExcel®: Export data/column reports directly
IMPROVED: Computer Telephony Integration
Productivity Enhancements for Productivity Enhancements for StaffStaff
IMPROVED: Support for the Latest Handheld Devices
Palm/Treo™: through wireless browser, Link (synch)BlackBerry®: through wireless browser, Outlook synchPocket PC: through wireless browser, Outlook synch
IMPROVED: Centralised & In-Place Editing of UDFs for faster access to information
Productivity Enhancements for Productivity Enhancements for StaffStaff
IMPROVED: Industry PacksGet up & running faster, leverage best practicesTemplate Action PlansApply to new or upgrade databases
Productivity Enhancements for Productivity Enhancements for StaffStaff
SalesMore streamlined Opportunity ManagerAssign key decision-makerImproved Partner Portal for managing resellers more effectively
MarketingAutomatic Campaign ROI CalculatorMicrosoft® Word for campaigns
Customer Service & SupportEasier to use interface for Customer Service CasesCase resolution with Knowledge Base articles
Productivity Enhancements for Staff: Productivity Enhancements for Staff: Benefits & ValueBenefits & Value
Work the way you think - use tools you are already familiar with
Work faster and smarter from anywhere
Collaborate more effectively
Administration Advancements for ITAdministration Advancements for IT
Microsoft® Systems Management Server (SMS) “Silent” installation
Administrator-controlled Live UpdateControl over updates
Key fields =unique data entry windowsImproved MaxExchange setup
Faster set-up with user profilesReduce synch loads with more filtering
More customisation capabilitiesImproved Accounting API for more integrationCustomisation for desktop & web clientsMicrosoft SQL 2005Direct native SQL for industry standard programming
Administration Advancements for IT: Administration Advancements for IT: Benefits & ValueBenefits & Value
Adapt software to business processes easily
Faster deployment = faster time to ROI
Less resources required
Focus on customer, not the technology
Security Advancements for the Security Advancements for the CompanyCompany
Internally hosted systemWeb-Based Employee Portal built on Microsoft .NET framework
User authenticationSession management, system logging
Public key encryption with advanced 128-bit cipherExpanded role-based security
Database level securityGroup settings for “My Work Day”, key fields, templates, lists… for faster set-up, more organised
Improved security with full & read-only accessShare information and protect it at the same time
Security Advancements for the Security Advancements for the Company: Benefits & Value Company: Benefits & Value
Keep customer assets in-house and under their control
Share and protect data at the same time
Business Intelligence, Productivity, Business Intelligence, Productivity, Security: Overall ValueSecurity: Overall Value
Other databases
SalesMarketing
Customer Service
Some Top Reasons to UpgradeSome Top Reasons to Upgrade
1. Executive Dashboards
2. More Reports and more Workflow
3. MaxSync for Microsoft® Exchange
4. Outlook 2-way synchronisation
5. Action Plans
Summary of Top Reasons to Summary of Top Reasons to UpgradeUpgrade
6. Opportunity Manager streamlined
7. Faster installation
8. Easier configuration
9. More customisation
10. Enhanced security
Thank youThank you