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Maximizer Enterprise for Notes

www.m34n.com
Maximizer Enterprise is a Lotus Notes CRM add-on designed to increase sales success and ultimately corporate profitability. Maximizer has three major components or modules: Contact Management, Sales Force Automation, and Customer Service/Help Desk. The Maximizer system is flexible, so you can purchase the functionality you need as a full package, or individually.

Contact Management

- Corporate Contact Database
- Meetings, Reminders, To Dos
- Emails, Letters, Faxes, Mass Mailing
- Knowledge Database

Contact Management captures comprehensive contact profiles and histories for every prospect and client, and allows you to send and track every email, fax, phone and letter correspondence. It’s a comprehensive system of shared information that gives you the ability to completely know a contact with the touch of a button.

Sales Force Automation/Marketing

- Lead Routing and Escalation
- Opportunity and Account Management
- Quote Builder, Sales Library
- Sales Forecasting with Funnel
- Miller Heiman Module available

The Sales Force Automation module adds an important layer to the core Contact Management module. Using state-of-the-art tracking and forecasting tools, it automates the sales process by dividing sales leads into three categories - Suspects, Prospects and Opportunities - so that sales teams can focus their time where they will have the greatest impact.

Customer Service/Help Desk

- Ticket Routing and Escalation
- Knowledge Repository
- Custom Workflow Definitions
- Reporting and Statistical Views

The Customer Service module helps you retain clients, segment your customer database to give each client the appropriate level of service, and take advantage of cross-selling opportunities. Track and respond to service issues in a timely manner, and ensure that customer issues are never overlooked.

Extranet/Web Portal

- Add-on module for external system access
- Customer Self Service
- Partner Opportunity Management
- Live Chat Capability

Let your customers and partners access select portions of associated CRM information via a password protected site. Create immediate links to your company’s most valuable contacts, allow customers to track the status of their service tickets, give them access to your company’s knowledge database, and enable partners to access sales opportunity information as well as downloads – and track it all through Maximizer Enterprise for Notes.

CRM Headlines

ProTrak International Announces New CRM Release - Emediawire (press release)

01-11-2007

New York, NY (PRWeb) January 11, 2007 -- ProTrak International announced the release of ProTrak Advantage CRM 4.5. Scheduled for release in early 2007, version 4.5 includes new features that greatly enhance the user's experience and overall functionality of ProTrak's out-of-the-box CRM solution for investment managers, funds-of-hedge funds, hedge funds and private equity firms. As usual, many of the new features are derived from suggestions of ProTrak's growing global user community. A major emphasis of ProTrak's development effort is the provision of additional "tools" that give users more control over their ProTrak desktop without requiring IT support. A few of the new enhancements included in version 4.5 are: • New user customization options that allow users to set different background colors for the main profile windows and each data "pane" for better readability, to hide or view individual columns in each data pane and to select different "themes" for the main profile screens. • Users may now attach Crystal reports, Excel reports and/or other external reports directly to the ProTrak main menu for instant one-click execution. • ProTrak administrators may now specify default values and/or calculated values for individual data fields. • In addition to ProTrak's comprehensive security controls, security - more available

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Savaria Concord Implements Soffront CRM To Improve Sales, Lead ... - Emediawire (press release)

01-11-2007

Fremont, CA (PRWeb) January 11, 2007 -- Soffront® Software Inc., www.soffront.com, the leader of mid-market CRM software, today announced that Savaria Concord Lifts Inc., has implemented Soffront CRM as an on-demand application to automate sales and lead distribution to partners. Savaria Concord Lifts, one of North America's leading accessibility companies, provides home elevators, wheelchair lifts and stair chairs that facilitate mobility of people with special needs. Prior to Soffront, leads were manually downloaded from automatically generated .txt files into Microsoft Access and then distributed to the appropriate dealers. This process was highly inefficient and not feasible once the size of the company expanded. We needed a more efficient way to automatically manage leads from multiple web sites. "Savaria Corporation acquired Concord Elevator, Inc. in 2005, thereby doubling our business volume and the amount of leads we receive," explained Ian Clark, marketing manager, Savaria Concord Lift. "Prior to Soffront, leads were manually downloaded from automatically generated .txt files into Microsoft Access and then distributed to the appropriate dealers. This process was highly inefficient and not feasible once the size of the company expanded. We needed a more efficient way to automatically manage leads from multiple web sites." According to Clark, they - more available

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Microsoft widens partner access to next CRM release - Computerworld Malaysia

01-11-2007

Microsoft is giving some of its partners early access to the next major release of its CRM software, code-named “Titan”.By China MartensIDG News Service (Boston Bureau)Updated: Jan 11, 2007 04:24 PMMicrosoft Corp. is previewing the next major version of its Dynamics CRM (customer relationship management) software, code-named "Titan," with a growing number of its partners in the run-up to the mid-2007 product release. Microsoft announced the move Wednesday. "We said last summer that Titan will be out in summer 2007 and it will," said Brad Wilson, general manager of Microsoft Dynamics CRM. Titan, which will probably be officially known as Dynamics CRM 4.0 will be the first Microsoft CRM release based on a multitenant architecture and using a single code base to support three types of usage – on-premise, hosted by partners or Microsoft. The Microsoft-hosted offering will be called Dynamics Live CRM, the third member of the vendor's growing Live software-as-a-service (SAAS) product family, joining Windows Live and Office Live. Multitenancy is the ability of a SAAS vendor to host multiple customers' applications on a single server instead of dedicating servers to individual customers. Since multitenancy requires fewer servers, it's a cheaper way for vendors to run their hosting - more available

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