Download - The How And Why Of Maximizer In The Cloud
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Poll Question
What is your main
objective for attending
today?
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Today’s Speakers
Neal Cranna Maximizer CRM
Marketing Director
David Costin Maximizer CRM
CRM Solution Specialist
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Entrepreneur Announcement
• Maximizer Entrepreneur Edition will be discontinued on March 31st, 2014. • This means there will be no future product releases or
service releases
• Growing market demand for cloud and web enabled products
• One core to support customer demand • Increase value delivered to ALL customers
• Keep customers current with new technology and product enhancements
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
What you need to know
• This means there will be no future product
releases or service releases.
• Nothing will change for current Entrepreneur
Edition customers
• You can continue to find product support through
our partner network and online support
community
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Migration Paths
• Maximizer Entrepreneur
• Maximizer CRM
• Maximizer CRM Live
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Poll Question
What concerns you most
about moving to the
cloud?
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Moving to CRM Live
• Proven and secure technology
• 100’s of Entrepreneur customers have made the
move
• Focus of R&D Resources
• The same Web product deployed to Group and
Enterprise Customers
• Central to Maximizer direction
• Consistent across all product platforms and market
segments
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Key Product Enhancements
• Access Anywhere
• Secure web access from any PC
• Enhanced Opportunity Management
• Mobility Across Tablets and Smart Phones
• Flexible Dashboard Reporting
• Marketing Campaigns
• Customer Service
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Support Services
• All upgrades to the Maximizer CRM are automatically applied for you
• General how-to questions on the use of Maximizer CRM Live are included
• Access to CRM Live support team from 7am-4pm PST via E-mail, Chat and Telephone
• Product related technical support for CRM Live
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Security
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Poll Question
What benefits do you see
in moving to the cloud?
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Today’s Speaker
David Costin Maximizer CRM
CRM Solution Specialist
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
The Path to the Cloud
What is involved
• Provide your database to Maximizer’s Professional
Services team
• Our PS team will do the following:
• Upgrade and configure your database
• Place it in the CRM Live environment
• Notify when it is complete and provide details to login on-line
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
The Path to the Cloud
Data Conversion
• Your entire database will be migrated to CRM Live
• This is a great opportunity to examine your database,
prune out any old information and files prior to having
Maximizer convert it.
• This reduces the overall size and expansion pack fees
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
The Path to the Cloud
Data Preparation
• Your existing version of Maximizer has tools to reduce
the size of your database • These tools will allow you to target the larger items such as
Notes and Documents
• You can always keep a copy of your existing database running locally just in case you need to access the pruned data at a later time
• All information and UDFs will be moved to CRM Live database
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Product Demo
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© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM
Loyalty Offer • CRM Live for $300/year $25/month
• No Cost Data Conversion V10-V12
Check specific details here: http://www.maximizer-crm.com/crm-live-special-offer-reward
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