What’s New in Maximizer CRM 10What’s New in Maximizer CRM 10

November 2007

IntroducingIntroducing

New product name New Editions:

Group Edition Professional Edition Enterprise Edition

New Product Editions: Brief ComparisonNew Product Editions: Brief Comparison

Details Group Edition Professional Edition

Enterprise Edition

Who it’s for Full-featured CRM for small businesses

Full-featured CRM for small and medium businesses

Advanced CRM for medium-sized businesses

# Users 1 – 15 5 + 10 +

Maintenance & Technical Support

Maintenance optional, installation support included

Maintenance required, priority support included

Maintenance required, priority support included

Database SQL Express SQL Server SQL Server

Web & Windows Desktop Access

Select from Windows desktop and/or Web Access

Select from Windows desktop and/or Web Access

All users get Windows desktop & Web Access

Mobile Access BlackBerry, Windows Mobile, Palm, and Wireless Web Access options available

New Product Editions: Brief Comparison (cont’d)New Product Editions: Brief Comparison (cont’d)

Details Group Edition Professional Edition

Enterprise Edition

Sales Standard Standard Advanced

Marketing Standard Standard Advanced

Customer Service

Standard Standard Advanced

Knowledge Base

Add-on Add-on Included

Workflow Automation Add-ons Add-ons

KnowledgeSync Lite included + Workflow Alerts

Top 10 New in Top 10 New in

1. Web Access2. Mobile Access with BlackBerry® &

Windows Mobile®3. Sales Enhancements4. Microsoft Platform integration

improvements 5. CanDoGo™6. User Productivity7. Business Visibility & Intelligence 8. Marketing Improvements9. Security, Administration10.Architecture built for integration

1. Web Access Improvements 1. Web Access Improvements

Improved Web Access Email via web New remote, web-based

administration

2. Mobile Access2. Mobile Access

MaxMobile for BlackBerry® and Windows Mobile® devices

Access and update contacts, leads, tasks, business appointments, sales opportunities, customer service

Wireless and wired synchronization Wireless Web Access improvements

Online access: improved search, calendar

3. Sales Enhancements3. Sales Enhancements

Territory management Quote/Order Management Sales Dashboard

4. Microsoft Platform Integration Improvements

4. Microsoft Platform Integration Improvements

Microsoft Dynamics GP out-of-the-box integration with Accounting Link

SQL Server Express support SQL Reporting Services support Vista Gadgets

5. CanDoGo™ – On-Demand Sales & Professional Coaching

5. CanDoGo™ – On-Demand Sales & Professional Coaching

Exclusive CanDoGo™ CRM partner

Instant access to sales & business know-how to equip teams to succeed

Authors and experts include Zig Ziglar, Tony Parinello, Andrea Sittig-Rolf, Tom Hopkins, Denis Waitley + dozens more

In-context knowledge in text, audio, video

6. User Productivity 6. User Productivity

Business Calendar Email management (integrated with

Outlook) Daily Dashboard Task management (Hotlist Tasks)

7. Business Visibility & Intelligence

7. Business Visibility & Intelligence

Improved daily Dashboard view for managers Support for Microsoft SQL Reporting Services Support for 90 Degree’s Radius90 Crystal Reports – more reports out-of-the-box SQL Reporting Services – new reports out-of-the-

box Workflow and Alerts – new pre-configured

automated processes

7. Business Visibility & Intelligence

7. Business Visibility & Intelligence

Some out-of-the-box reports: Opportunity pipeline Win-Loss-Abandon analysis Lead summary Case resolution time Administration reports

Some out-of-the-box business alerts: Lead not assigned Lead not contacted after X days More than X lost or abandoned by any rep within

Y days More than 14 days overdue for closing 10 or more open cases per assigned staff person More than X unassigned customer service cases

8. Marketing8. Marketing

Collect data from web forms directly into Maximizer CRM, including any custom fields

9. Security & Administration9. Security & Administration

Full and read-access security levels for all data types

More control over individual user security rights

Additional administrator role

10. Architecture10. Architecture

Web services architecture Enables standardized, faster integration

Meta data layer for interface customization

Based on .NET Framework 3.0

Sample Changed Address Book InterfaceSample Changed Address Book Interface

Top 10 New in Top 10 New in

1. Web Access2. Mobile Access with BlackBerry® &

Windows Mobile®3. Sales Enhancements4. Microsoft Platform integration

improvements 5. CanDoGo™6. User Productivity7. Business Visibility8. Marketing Improvements9. Security, Administration10.Architecture built for integration

Limited Time Offers1Limited Time Offers1

Up to 40% off upgrade licenses Up to 40% off additional licenses Up to 40% off add-on products, including:

MaxMobile for BlackBerry or Windows Mobile devices

Accounting Link for Microsoft Dynamics GP (Great Plains) or QuickBooks

MaxSync for Microsoft Exchange And more

Only until November 28th, 2007

1 Discount depends on Maximizer CRM 10 edition. Must have proof of purchase for upgrade offers. Offer available in North America only until November 28, 2007. Contact e-reporting.ca inc. for further details.

Thank you! Questions?Thank you! Questions?

Next Steps: Call e-reporting.ca inc. at 450-445-

4612 or 514-488-1221 Remember that all Maximizer CRM 10

launch promotions expire Nov. 28, 2007