Maximizer CRM 11 and

All Access options

Company BackgroundWho are we?

Global CRM provider to small and medium enterprises (SME) and divisions of large enterprises

Headquarters: Vancouver, Canada

Regional offices EMEA, Asia Pacific, Australia

CRM pioneer since 1988

Good CRM: People, Process and Technology

1.0 million+ Maximizer users

120000+ Maximizer customers worldwide

Extended Channel - 200 Business Partners

Industry Recognition & Awards

“CRM Market Leader”, "Market Winner" (CRM Magazine,

2004-2010)

“ISM Top 15 CRM” (ISM Strategic Advisors, 2002-2011)

“Strong Performer” , “Leader” (Forrester SFA 2005-2010)

“Niche Player” (Gartner Magic Quadrant for SFA, 2007-2010)

"10 Must-Have Apps for your BlackBerry" (2009)

“Product of the Year” (Customer Inter@ction Solutions, 2007-2008)

“CRM Excellence Award”(Customer Inter@ction Solutions, 2008)

“Software 500” (Software Magazine, 2003-2008)

“Branham 300” (Backbone Magazine, 2000-2008)

“Best of Show” (Internet World, 2000)

“Best of Comdex” (PC Week, 1999)

Strong Performer:Mid-Market CRM, SFA,

Customer Service

10 Must-Have Apps for

BlackBerry 2009

10 Must-Have Apps for BlackBerry 2009

What do we provide?Four scalable Editions to meet the Needs of SMEs

Entrepreneur - Team Edition Group Edition Enterprise Edition

Maximizer Software Customers

• Challenge: Territory managers on the road across 26 US territories with an average of 6 to 10 visits per day had to plan at evenings...

• Results: Increase customer face time and productivity by 17%• Reduce staff downtime with access to customers data and activity on

mobile

”..Executives gain strategic advantage in having near real-time customer information flowing in from the field” . - Byron MacPhee, US VP of Sales, SIGVARIS USA

Global leader in compression therapy products adopted

MaxMobile

Why Did 120,000 Companies Choose Maximizer CRM? Our Differentiators

S A V ESimple & Quick

Access Options

Value Expertis

e

Business Use: Fast & Easy to Learn and Use.

IT Staff: Fast & Easy to Deploy & Maintain

WindowsWeb

Mobile

Low Total Cost of Ownership for SMEs. Best Value full-feature

CRM in Class

20 years experience120,000 worldwide customers

1,000,000 licences.

• Keep CRM simple. “Do not be one of the horror stories in which a well-designed piece of packaged CRM becomes customized to the point of uselessness”

The Forrester Wave: “Midmarket Sales Force Automation, Q4 2005”

The Analysts say…

• “Strong Performer/Leader”

Maximizer CRM helps to mobilize the workforce.Maximizer continues to demonstrate its abilities to support small and midsized organizations’ CRM requirements.

The product’s primary strengths include usability, sales force automation, and mobile capabilities. Deployment time frames range from a few days to a few weeks.”The Forrester Wave: “Midmarket Sales Force Automation, Q2 2010” – Not for Publication

Maximizer CRM Product Overview

What does Maximizer CRM provide?

Mar

ketin

g

List

Mgm

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mai

l mar

ketin

g

Campa

ign

Mgm

t L

ead

Mgm

tSales

Opportunity M

gmt & Forecasting

Lead Mgm

t, Quotes & O

rder Mgm

t

Partner Mgm

t, Sales Coaching

Web & M

obile CRM

Always-on, always-connected

Business in an instantCust

Ser

vice

&Support

Case

Mgm

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Custo

mer

Self

-ser

vice

Knowled

ge B

ase

Accounting IntegrationCTI

Reports & DashboardsWorkflow Automation

360º View! Greater Impact!

Everyone benefits Company and Customers!Account & Contact Mgmt

Time & Task MgmtDocument Mgmt

Email Mgmt

What does full access Maximizer CRM provide?

Maximizer™ CRM 3-Tier Architecture

Team Enterprise

Entrepreneur Group

Contact Management

Full CRM Functionality

Smaller Customers (SQL Express only)

Larger Customers ( Full SQL Server)

Maximizer CRM Editions

Maximizer CRM

Group Edition Enterprise Edition

1-10 users >= 5 users

SQL Express Full SQL Engine (not included)

All Access All Access

Standard Sales Functionality Plus Quota Mgmt & Territory Mgmt

Standard Marketing Functionality

Plus Fax/Print Campaigns

Full Customer Service Functionality

Full Customer Service Functionality

Standard Security w/Single Sign-on

Plus Advanced Security for AB entries

Standard Reporting Functionality Plus more Reports, Web Reports

Maximizer Contact Management

Entrepreneur Edition Team Edition

1-5 users 5-50 users

SQL Express Full SQL Engine (not included)

Windows Access Windows Access

MaxMobile Access Optional MaxMobile Access Included

Sales Force Automation Team Based Sales Force Automation

Quick Campaigns Quick Campaigns

Some Screenshots of Maximizer CRM 11

The Complete CRM Solutionfor Mobile, Web and Windows

Address Book

Address Book – Details, Map

Address Book – Notes, History

Address Book – Take Actions

Calendar – Multi-User Mobile

Calendar - Appointments

Company Library – Email Documents

Sales Opportunities

Sales Opportunity - Details

Quick Campaigns & Communication

www.max.co.uk

Customer Service - Cases

Customer Service – Take Actions

Dashboards & Business Intelligence

www.max.co.uk

Workflow Automation

www.max.co.uk

Thank You