Evolving to Match Your Custom Needs
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Evolving to Match Your Custom Needs
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Transcript of Evolving to Match Your Custom Needs
Evolving to Match Your Custom Needs
1
Vivek Thomas
President,
Maximizer Software
The Maximizer Team
WWW.MAXIMIZER.COM
Cheryl Prats
Business
Development
Manager,
Maximizer Software
Paul Battaini
Senior Solutions
Consultant,
Maximizer Software
2
Today’s Agenda
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• The Evolution of Maximizer
• Our Strategy
• Flexible Deployment Options
• Introduction to Our Partner
• Questions
3
Brief History
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7
Today’s Agenda
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• The Evolution of Maximizer
• Our Strategy
• Flexible Deployment Options
• Introduction to Our Partner
• Questions
4
Today’s Agenda
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• The Evolution of Maximizer
• Our Strategy
• Flexible Deployment Options
• Introduction to Our Partner
• Questions
5
Deployment Options
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Desktop, Tablet and MobileWindows Sales Force Automation,
Marketing Automation
and Customer Service
Our
CloudYour
Cloud
On
Premise
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Introducing…
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Overview of
Maximizer CRM 2015
ANTI-SPAM COMPLIANCE IMPROVEMENTS Support for active opt-in with multiple e-mail
addresses Support for active opt-in for multiple content
types Provides foundation to enables CASL compliance
in Canada Added new email templates
SECURITY IMPROVEMENTS Enable auditing for Address Book module Generation of system auditing reports
REPORTING IMPROVEMENTS Support for advanced reporting through
Microsoft Excel Addition of numerous Microsoft Excel reporting
templates
USABILITY AND PERFORMANCE IMPROVEMENTS Added VOIP/IM support for outgoing calls New interface for viewing and editing
opportunities Support for conditional mandatory fields for
opportunities Addition of new interface controls for key fields Support for rolling date range for Hotlist tasks Ability to retrieve all entries of any type Updated usability of main address book interface Email documents directly from documents
following tab Quick changes of selected contact through
contacts following tab Addition how-to videos provided online
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Single Household View
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Key Field Views- Personal
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Action Plan Work Flows
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Action Plan Work Flows
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Opportunity Management
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Dashboards - Clients
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Dashboards – Advisor Performance
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Client Interaction – Audit Trail
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Mobility
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Overview of
ENHANCEMENTS 2015
SECURITY IMPROVEMENTS
Notification of password changes
Freeze login after failed attempts
Force password on mobile
OUTLOOK ADD-IN IMPROVEMENTS
Overwrite preferences for attachments
Specify category and security when saving emails
Change column view when searching
Save and track by email
WORD ADD-IN IMPROVEMENTSRemoval of ‘blank space’
Save to document template library
MOBILE ENHANCEMENTS
Force password on mobile
Add documents from device
Support more basic search fields
USABILITY AND PERFORMANCE IMPROVEMENTS
Added document template library
Merge to document from address book
Custom address formats
Easier customization of key fields
Improved opportunities notes report
Dependency between product/services and categories for opportunities
SMTP check for CRM Live
INTEGRATION CAPABILITES
MailChimp connector
OTHER FEATURES
Performance improvement for searches, exports and upload of large documents
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Product Strategy
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Core CRM
Sales
Marketing
Customer Service
Browser
Integration
Vertical Products
Wealth
Man
ag
em
en
t Ed
ition
AP
I’s &
Co
nn
ecto
rs
On
Pre
mis
e
Yo
ur C
lou
d
Ou
r Clo
ud
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App Integrations
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Connectors
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Integration Options
• Leverage your existing data• Experienced import and
integration team• Import services• Real-time, near real-time, and
batch import capabilities• Web Services
Value-Better decision making-Efficiency -Lower cost licensing
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Product Strategy
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Core CRM
Sales
Marketing
Customer Service
Browser
Integration
Vertical Products
Wealth
Man
ag
em
en
t Ed
ition
AP
I’s &
Co
nn
ecto
rs
On
Pre
mis
e
Yo
ur C
lou
d
Ou
r Clo
ud
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Wealth Management
Edition Highlights
Know Your Client Workflow
Ensure regulatory compliance with
mandatory data entry and follow-up
requirements.
Team Collaboration
Each team member has a shared view of all
updates, activities, calendars and
assignments to ensure comprehensive
client management.
Secure Deployment
Store your data on-premise or in the cloud,
whichever you prefer.
‘One View’ Client ProfileView key information immediately within one
clear client profile.
Mobile CRMKeep connected to clients when out of the
office with secure access via smartphones
or tablets.
Business IntelligenceCustomize dashboard views to meet the
needs of individual advisors, business units
and management.
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Client Info At Your Fingertips
Maximize the value of your book
of business by keeping client
information in one central location.
With all client documentation and
history available in Maximizer
CRM it’s easy to gain insight into
clients’ interests and investment
preferences in order to offer
services tailored to individual
needs. Additionally, stay
connected to clients when out of
the office with mobile access.
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Streamline Common Practices
By eliminating time consuming
administration it becomes easier
to focus on meaningful client
engagements. Maximizer can
automatically manage repeatable,
standard practices like client
onboarding, trade
recommendations, and client
acquisition to ensure consistency
with customer interactions and
adherence to regulatory
requirements.
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Monitor Metrics and Track Growth
Built-in dashboards and reports
show performance metrics crucial
to any wealth management
practice in real-time and may be
further customized to meet the
needs of individual advisors and
management. The same
technology that powers these
reports can also be used to quickly
identify clients that meet a
predetermined set of criteria such
as acceptable risk levels or
minimum asset base.
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5 Reasons to Move to
Wealth Management CRM
Workflow automation allows for automatic management of repeatable actions, eliminating time consuming processes that
are frequently administrative in nature.
5: Streamline Workflow Automation
1: In-depth Client ProfilesWealth Management CRM shows a complete client profile and KYC information, allowing advisors to quickly and accurately
respond to inquiries. This complete view also allows for clients to easily be segmented, identifying revenue opportunities.
2: Succession PlanningA book of business logged in a CRM database is much more valuable than a mere log of contacts with some notes attached
in Outlook/Excel.
3: Provide Superior Client ServiceClients will only continue to demand higher levels of service. With Wealth Management CRM you’ll be able to easily handle
these growing expectations.
4: Monitoring Metrics that MatterMaximizer’s Wealth Management CRM has been preconfigured with dashboards and reports to help measure performance
across individual advisors and the entire organization.
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Today’s Agenda
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• The Evolution of Maximizer
• Our Strategy
• Flexible Deployment Options
• Introduction to Our Partner
• Questions
1
Chris Dauth
Director
CRM Central
Your Speaker
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Can the CRM System Link to my Accounting
System?
Business needs
• Sales staff want to see client sales history without the need to open the accounting software.
• Accounting staff don’t want to have to rekey data if a prospect in the CRM system becomes a client.
• Marketing staff want to target clients in the CRM system that have a specific buying profile that is contained in the Accounting system..
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Max To MYOB is a template to allow Maximizer to link to external data sources that contain financial information.
Clicking on a custom tab in Maximizer displays data from MYOB for the selected record
Drill down (read only) to live information in the Accounting system such as Invoices and Item Sales
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Can Enquiries captured on my web site be linked to the CRM system?
A Web to Lead function is included with Maximizer. It creates the html to link your web site to your Maximizer Database so leads are added automatically
We have developed Custom Web to Lead services that will not only add a record to Maximizer but can also: Create a Sales Opportunity Create a Customer Service Case Alert Internal staff via email or SMS Create a reminder to follow up the lead Start other custom processes
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Can I create professional quotes using my own price list, templates and quote numbers?
Business needs:• Sales staff need to be able to produce professional and
accurate quotes – quickly and easily.
• Management need to be able to analyze and measure results including a Sales Funnel and Win/Loss performance
• Quotes need to be created from a range of devices including PCs, Macs and Tablets
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mQuote has been designed to work with Maximizer Opportunities and works from almost any deviceClicking on a custom tab in Maximizer displays Quotes for the selected record
Drill down into an existing quote or add a new one
Add items, comments and sub totals then send the quote as an email
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Can I let my clients decide what information they want to receive in stead of saying ‘NO’ to everything?
Business needs:
• Emailing clients and prospects is still important but they get annoyed if they receive information they don’t want.
• Normally they unsubscribe to everything which means they could miss important information and offers.
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MaxUnsubscribe works with the Campaign Manager and allows email recipients to choose the type of correspondence they want.
MaxUnsubscribe works with the Campaign Manager and allows email recipients to choose the type of correspondence they want.
In stead of setting “Do not solicit by’ to ‘Email’ which will exclude them from future campaigns, they are redirected to a custom page where they make their choice of what they want to receive.
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Today’s Agenda
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• The Evolution of Maximizer
• Our Strategy
• Flexible Deployment Options
• Introduction to Our Partner
• Questions
1
Ryan Murphy,
Software Engineer
Your Speaker
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Quoting Module Add-On
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Quoting Module: Manage Products / Inventory
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Quoting Module: Manage Products / Inventory
Select Quote or Invoice type. Select Contact to
Email Quote To
Select Items from Products Database
Add multiple line items
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Quote Preview
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Live Demo: https://www.youtube.com/watch?v=M78bjG9FZ7U
Drop a file into here from desktop or folder.
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Maximizer Gmail Integration
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SMS Integration
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Reporting (SQL Reporting)
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Real Estate Automation Examples. Documents and Website
Fill in PAMD contracts automatically
Upload /Sync property from max to website
Save contract PDF into Maximizer
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What can we integrate Maximizer with?
www.crmpro.com.au
Your website’s news items?
www.realestate.com.au
properties uploaded
from Maximizer
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Property listing example?
Live feed to website from your CRM.
Properties stored directly in Maximizer.
Updated in Real Time.
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Fill out documents automatically and save
back to client record as pdf or doc
Faster than doing it manually. 10-20 minutes cut down to 1-2 minutes.
Always accurate! If your Maximizer data is accurate!
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Contact web-lead forms.Update any web
contact forms directly into maximizer.
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Invoicing and Accounting
Create invoices in Maximizer
Keep invoice history in Maximizer
Link to Accounting packages if required
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E-News Marketing Integration / Campaign Monitor
Sync’d
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Questions?
Please Contact our Team or Our Partners
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Cheryl Prats
Business
Development
Manager
+61 (0) 2 9957 2011
Paul Battaini
Senior Solutions
Consultant
+61 (0) 2 9957 2011
Ryan MurphyPartner
+ 61 07 3040 [email protected]
Chirs Dauth
Partner
+61 (0) 1800 250
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Maximize your Maximizer
Align KPI’s with Dashboards and Reports
Monitor Activity -> Effort -> Results
Standardise Best Practice
Drive User Adoption
Notification & Alerts on Exceptions
Repository of Client Data & Communication
“One view” of Client
Improve Customer Experience
Integration with Line of Business applications
Future Proof
Configure Technology to match Process
Marketing -> Sales -> Service/Operations
Action Plans, Notifications, Alerts
Integration & Customization
Reporting, Dashboards
Flexible Deployment Options,
Device Access managed centrally,
Monitor Database Usage
28+ Years of CRM expertise
1000’s of implementations
On time & On Budget
