Transcript What's New in Maximizer Enterprise 9

What’s New in
Maximizer Enterprise™ 9
{Enter Partner Name}
Agenda
Corporate Overview
Market Demands
What’s New in Maximizer Enterprise 9
Features & Capabilities
Benefits & Value
Corporate Overview
Background
Founded in 1995
Headquarters: Vancouver, Canada
170 employees
Regional Offices: Americas, EMEA, Asia Pacific,
Australia
7,000+ Maximizer Enterprise customers worldwide
1.5 million+ Maximizer users
EMEA Region sells only via Authorised Partners
Global
North America
EMEA
Asia/Pacific
Vancouver, Canada
Maidenhead, United Kingdom
Sydney, 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
throughout the Region
Including:
•United Kingdom
•Italy
•Africa
•Turkey
•Netherlands
•Luxemburg
•Germany
•Belgium
•Austria
•Denmark
•France
•United Arab Emirates
•Switzerland
•Lebanon
•Spain
•Egypt
•Portugal
•Slovenia
•Greece
•Poland
•Hungary
•Oman
•Saudi Arabia
•Qatar
Maximizer Products
Maximizer Products Defined
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
Maximizer
Maximizer Enterprise CRM
Maximizer Enterprise eCRM
Customisation Suite
Workflow Automation
Accounting Integration
MaxSync
Maximizer SME Strategy
Small Businesses/Home Offices
Contact Management
Opportunity Management
eBusiness
Accounting Link
Small to Medium-Sized Enterprises and Divisions of Large Enterprises
•Contact and Account Management
•Sales Force Automation
•Marketing Automation
•Customer Service & Support
•Employee, Partner & Customer Portals
Partner Relationship Management
eBusiness
Workflow Automation
Accounting Link
Reporting & Analysis
Our Advantage
Our Differentiators
Affordable
Fast
Magnetic
User
Interface
Integrated
Powerful
Suite for All Administration
Customerwith Modern
Facing Users Architecture
Innovation
Innovation with purpose
Investing in business benefit
Harnessing the knowledge base
Maximising your greatest asset
Embracing the future
Passion
CRM heritage
Unified tool set
Sales, Marketing & Customer Service
Entry level through to enterprise
Contact management through to corporate
eBusiness
Modular, scalable, extensible, integrated
Excellence
Rich in functionality
Flexible, customisable, intuitive, easy to use
Industry standard platforms
Supported by wireless technology CRM,
accessible from everywhere
Value
Appropriate levels of functionality &
affordability
Rapid deployment
Business benefit
Maximise efficiency
Increase revenue
Improve customer satisfaction
Fast Return on Investment
Future Proof
Satisfied Customers
Our Customers
Market Demands
Market Demands:
Actionable 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:
The Push for Productivity
Which business problem will take priority?
Productivity
Existing markets
Customer service
Intro products/services faster
Integrating with business partners
2004
Customer Needs
2003
Supporting competitive opps
New regions
New markets
0
5
10
15
20
25
30
Percentage
35
40
45
50
Market Demands:
The 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:
Security 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:
Fears with Hosted Solutions
Software & Services in the SMB Market, July 2005: Michael Speyer & Liz Herbert
What’s New in Maximizer
Enterprise 9
What’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
Management
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
Management: 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
Management: 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
Management: Visualise Performance
Business Intelligence & Process Management:
New 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 accountability
Leads 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:
New Workflow
Opportunities lost/abandoned with no “reason”
indicated: help with better win/loss analysis
Create customer service case from email
Business Intelligence & Process Management:
Refresher: Workflow
Email Monitoring and Response
General:
New records created
Tasks overdue (tasks = leads, inquiries, case f/u):
> 5 overdue, > 1 week overdue
Sales:
Changed forecast revenue
> 14 days overdue for closing
Real-time won/lost alerts
Customer Service & Support:
> 10 open cases for 1 staff
> 25 cases with high priority
> 6 unassigned
Business Intelligence & Process
Management: 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
Staff
NEW: Integration with Microsoft®
Exchange (MaxSync)
NEW: Action Plans
Manage series of tasks in a simple sales plan,
marketing project
Assign tasks, manage resources & personnel
Productivity Enhancements for
Staff
IMPROVED Outlook®:
Sync contacts & calendar back & forth
IMPROVED: Web Access
More functionality through the web
Same look & feel as the desktop client
NEW: Use of Microsoft® MapPoint
Productivity Enhancements for
Staff
IMPROVED: Integration with Office®
Word: Use Word in campaigns
Excel®: Export data/column reports directly
IMPROVED: Computer Telephony Integration
Productivity Enhancements for
Staff
IMPROVED: Support for the Latest
Handheld Devices
Palm/Treo™: through wireless browser, Link (synch)
BlackBerry®: through wireless browser, Outlook synch
Pocket PC: through wireless browser, Outlook synch
IMPROVED: Centralised & In-Place Editing
of UDFs for faster access to information
Productivity Enhancements for
Staff
IMPROVED: Industry Packs
Get up & running faster, leverage best practices
Template Action Plans
Apply to new or upgrade databases
Productivity Enhancements for
Staff
Sales
More streamlined Opportunity Manager
Assign key decision-maker
Improved Partner Portal for managing resellers more
effectively
Marketing
Automatic Campaign ROI Calculator
Microsoft® Word for campaigns
Customer Service & Support
Easier to use interface for Customer Service Cases
Case resolution with Knowledge Base articles
Productivity Enhancements for Staff:
Benefits & 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 IT
Microsoft® Systems Management Server (SMS)
“Silent” installation
Administrator-controlled Live Update
Control over updates
Key fields =unique data entry windows
Improved MaxExchange setup
Faster set-up with user profiles
Reduce synch loads with more filtering
More customisation capabilities
Improved Accounting API for more integration
Customisation for desktop & web clients
Microsoft SQL 2005
Direct native SQL for industry standard programming
Administration Advancements for IT:
Benefits & 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
Company
Internally hosted system
Web-Based Employee Portal built on
Microsoft .NET framework
User authentication
Session management, system logging
Public key encryption with advanced 128-bit cipher
Expanded role-based security
Database level security
Group settings for “My Work Day”, key fields, templates, lists…
for faster set-up, more organised
Improved security with full & read-only access
Share information and protect it at the same time
Security Advancements for the
Company: Benefits & Value
Keep customer assets in-house and under
their control
Share and protect data at the same time
Business Intelligence, Productivity,
Security: Overall Value
Sales
Marketing
Customer Service
Other
databases
Some Top Reasons to Upgrade
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Executive Dashboards
More Reports and more Workflow
MaxSync for Microsoft® Exchange
Outlook 2-way synchronisation
Action Plans
Summary of Top Reasons to
Upgrade
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Opportunity Manager streamlined
Faster installation
Easier configuration
More customisation
Enhanced security
Thank you