Version 11 Feature Set FEATURES
Winning Differentiator
Required by Customer & Market
Beneficiary Customer Role
Beneficiary Department
Partner/PS Work Potential
Managers
All
Yes
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All All
All
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All
All
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All
Marketing
a
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Yes
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Manager
Sales
Yes
Manager
Sales
Yes
a
Manager/ Executive
Sales/ Marketing
Yes
a
Frontline
Sales/ Marketing
Yes
a
All
All
Yes
User Experience New wizard-driven creation dashboards allowing managers to easily create and visualise KPIs New modern Office-like ribbon interface for ease of use Improved overall speed of Web Access Improved Web Access client including marketing campaigns, action plans, document library Firefox browser support for Windows, Mac, and Linux users Time zone support in appointments and tasks for national/international teams Conditional color highlighting of records for at-a-glance view Formatting of Notes in Rich text for easier viewing of records Improvements to SQL Express 4GB limitation Enhanced and simplified MaxExchange distribution configuration Centralised user, security, and group administration Enhanced user and group administration rights assignment
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Yes
Sales, Marketing & Service Full support for Sales Quota Management Opportunity Monitoring - Status change notification for managers, team members, and partners New and Updated Sales Reports, Dashboards Quick Email Campaigns support including templates for easy execution by sales staff Allow SharePoint users to seamlessly lookup Maximizer CRM data Outlook Add-in for Web Access users to save, view CRM records from Outlook Improved Campaign statistics reporting New user-defined fields (UDFs): Yes/ No, and Formula fields for more flexible profiling/reporting Appointment reminders sent to Address Book entries Association of Column views to Catolog searches and Favorite lists
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All
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Manager/ Executive
Marketing
Yes
a
Manager/ Executive
All
Yes
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All
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Mobility
UK and Mainland Europe Apex House, London Road Bracknell Berkshire, RG12 2XH United Kingdom Tel: + 44 (0)1344 766 900 Fax: + 44 (0)1344 766901 Web: www.max.co.uk
New easy-to-use interface for smartphone users Simplified setup procedure for MaxMobile users: seamless start for “out of office� staff Online access to full CRM database contents Capture video, photo, and audio and store into the CRM for field reports Map multiple customers to BlackBerry GPS & maps for turn-by-turn directions Multi-user appointments, task assignment for improved field/office collaboration View, edit, create new documents improving remote productivity One-click email save from BlackBerry email to CRM Field label customisation and multi-lingual support for customised mobile interface Email notification for appointment attendees Email notification for tasks assignments
Yes