The greatest benefit that I perceive with Maximizer is the fact that it maintains an extensive history of each client. At my place of work, we have a lot of repeat clients, and such records help to recall previous talks or offerings. Another advantage that I like is that we can save contracts and presentation files directly in each account profile. The fact that all of this is documented in the relationship with the client area assists our sales team to continue and have a clearer picture of the past interactions with the client before each new conversation.

Maximizer simplified customer contact management for our legal and sales teams, it also allow us to negotiate terms, amendments, and ensure compliance within the CRM. When a deal is ready to close, the quote and order managements tools let us to generate custom quotes instantly, it has shortening our sales cycle. Another highlight is with their seamless integration with Outlook, we can log an interaction or attach a signed contract to a client's record directly from our email inbox, which has keeps our document management is perfectly synced without manual upload. I also use the cloud version of Maximizer apps daily, and having all this information accessible via mobile apps means I can pull up all document and analytic report in real-time, whether they are in the office or on a tablet at a client site. Implementation wise, it is easy to setup when migrating our legacy data and setting up our custom templates in less than two weeks with proactive customer support assistant.

The client interactions and history organization is the best part of Maximizer. I can easily look beyond messages and follow ups that have been scheduled without having to scroll through emails or spreadsheets. The available features of opportunity tracking, task reminders, and document storage are quite beneficial. We also integrate it with the Outlook thus everything is documented in the correct client profile automatically.