Maximizer Features

Based on 245 Maximizer reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. This feature was mentioned in 232 Maximizer reviews.

Based on 240 Maximizer reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 159 Maximizer reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 139 Maximizer reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 198 reviewers of Maximizer have provided feedback on this feature.

Based on 226 Maximizer reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 130 Maximizer reviews.

Based on 416 Maximizer reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information 221 reviewers of Maximizer have provided feedback on this feature.

Based on 319 Maximizer reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 394 Maximizer reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 216 Maximizer reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 355 Maximizer reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 272 Maximizer reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Based on 65 Maximizer reviews. Manages sales pipelines from prospecting to close.

Based on 67 Maximizer reviews. Manages sales force tasks, assigning tasks and distributing work.

Based on 64 Maximizer reviews. Provides custom quote creation functionality.

Based on 62 Maximizer reviews. Manages the entire contract process, from creation and negotiation to signing.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 288 Maximizer reviews.

As reported in 241 Maximizer reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 270 reviewers of Maximizer have provided feedback on this feature.

Enables analysis of effectiveness of an organizations various marketing activities 189 reviewers of Maximizer have provided feedback on this feature.

Provides email marketing campaign management functionality. 64 reviewers of Maximizer have provided feedback on this feature.

Contains lead tracking and management capabilities. 64 reviewers of Maximizer have provided feedback on this feature.

Based on 64 Maximizer reviews. Contains analysis tools to provide insights on marketing campaign effectiveness.

Tracks issues/help requests reported by customers through the resolution process. 262 reviewers of Maximizer have provided feedback on this feature.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. 274 reviewers of Maximizer have provided feedback on this feature.

As reported in 219 Maximizer reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 65 Maximizer reviews. Contains customer request handling functionality and issue tracking.

An information repository for customers to get self-service answers to their questions. 65 reviewers of Maximizer have provided feedback on this feature.

Based on 65 Maximizer reviews. Allows users to conduct analysis on support activities.

Based on 222 Maximizer reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 160 Maximizer reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 151 Maximizer reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone 108 reviewers of Maximizer have provided feedback on this feature.

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. 107 reviewers of Maximizer have provided feedback on this feature.

Based on 267 Maximizer reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 306 Maximizer reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 310 Maximizer reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 209 Maximizer reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Automates some or all operation related tasks This feature was mentioned in 67 Maximizer reviews.

Has a centralized dashboard for users to interact with This feature was mentioned in 68 Maximizer reviews.

Based on 68 Maximizer reviews. Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go. This feature was mentioned in 67 Maximizer reviews.

Contains in-application messaging abilities This feature was mentioned in 68 Maximizer reviews.

As reported in 67 Maximizer reviews. Provides analytics tools that reveal important business metrics and track progress.

Provides sales forecasting and modeling capabilities based on historical data. 66 reviewers of Maximizer have provided feedback on this feature.

Allows users to generate text based on a text prompt. This feature was mentioned in 93 Maximizer reviews.

Makes informed choices based on available data and objectives

As reported in 13 Maximizer reviews. Capability to perform complex tasks without constant human input

As reported in 13 Maximizer reviews. Ability to break down and plan multi-step processes

Based on 14 Maximizer reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience This feature was mentioned in 13 Maximizer reviews.

Engages in human-like conversation for task delegation 12 reviewers of Maximizer have provided feedback on this feature.

As reported in 14 Maximizer reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives 14 reviewers of Maximizer have provided feedback on this feature.