maximizer crm 12 winter 2012 release release to production/soft launch: dec 10, 2012 marketing...
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Maximizer CRM 12 Winter 2012 ReleaseMaximizer CRM 12 Winter 2012 ReleaseRelease To Production/Soft Launch: Dec 10, 2012Marketing Launch: January 2013
Theme: Web Access/CRM Live User Experience Performance of the application User friendliness & smoothness of User Interface Make the application easier for new users to learn
Other Themes: Enforcement of software updates for Maintenance customers
only Customization APIs for CRM Live (& Web Access) Other features based on suggestions.maximizer.com and Key
Customer requests
Only Maintenance customers gets New Software UpdatesOnly Maintenance customers gets New Software Updates Our own License Enforcement requirement
Create infrastructure to consolidate customer maintenance status from different regions into one database on Azure
Every new Seasonal Update will require a separate software activation. Software activation for the new release can only happen if you are on Maintenance
Product RoadmapProduct Roadmap
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Maximizer CRM 12 Winter 2012
Sneak Preview
Maximizer CRM 12 Winter 2012
Sneak Preview
5 – 15
Users
15+ users
< 5 users
15+ Users
Summer ‘12 Summer‘ 14
Public CloudPublic Cloud
Public Cloud
On- Premise Windows
On- Premise Web
On- Premise Windows
Public Cloud
On- Premise Web
Customer EvolutionCustomer Evolution
Vertical Focus
Product EvolutionProduct Evolution
CRM is the core “business” solution
Performance & UI Improvements
Response Rate
User Interface
Ease of Use
Industry Specific Overlay
Business Process
API’s & Integration
Native Tablet Access
Customization
Social MediaMarketing
Automation
Integration
Build a “Template” to drive vertical focus
Sales & Marketing EvolutionSales & Marketing Evolution
Evolve the New & Existing Sales Model
BDR Resource
Inbound Marketing
Video SEO
Vertical Marketing
Fin Svcs, Services,
Manufacturing
Consulting Services
Biz Dev Resource
Add Sales Reps
Forums
Automation Tools - HubspotOpportunity & Prospect
Nurturing Training Services
VerticalsVerticalsVision : Template/Overlay intuitive to data capture and data flow
Benefit : Segmentation in communication & marketing, specific location in CRM for industry specific information
Market : A) Investment Advisors (Canada), B) Services, C) Distribution
IA need: Customer centric view including Portfolio Info + Planning Info (account centric view today)
Options: Horizontal CRM (Maximizer), Custom App, Vertical App (NexJ, MS, Redtail, etc), CRM feature of Planning or Portfolio application.
Gap : A solution that is easy to use, easy to implement & does not blow out resources.
Verticals… contdVerticals… contdWhy IA : Need CRM to drive business, Need for compliance, Have
deep pockets.
Why Canada: Evolved transaction processing systems + Brand Awareness + Install Base
Est Opp : 100,000+ IA’s, 17000 Financial Planners
Next Steps:- Product – Define the solution (leveraging IPC, National Bank,
Dundee, etc)- R&D – Build the template/overlay, Interface to Back office
application. - Marketing – Start building out relevant content and awareness
opportunities- Sales/BD – Find new opportunities and expand footprint at existing
sites (Dir of BD position)
