the how and why of maximizer in the cloud

© 2014 Maximizer Software Inc. WWW.MAXIMIZER.COM

Poll Question

What is your main

objective for attending

today?


Today’s Speakers

Neal Cranna Maximizer CRM

Marketing Director

David Costin Maximizer CRM

CRM Solution Specialist


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


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


Migration Paths

• Maximizer Entrepreneur

• Maximizer CRM

• Maximizer CRM Live


Poll Question

What concerns you most

about moving to the

cloud?


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


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


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


Security


Poll Question

What benefits do you see

in moving to the cloud?


Today’s Speaker

David Costin Maximizer CRM

CRM Solution Specialist


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



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



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


Product Demo


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

http://www.maximizer-crm.com/crm-live-special-offer-reward












the how and why of maximizer in the cloud

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