• Home
  • Outsourced IT
  • Backup & DR
  • Software
  • Contact

   

Maximizer CRM Logo

In today's competitive business landscape, small and medium-sized businesses need the most efficient and effective way to market to, sell to, and service clients. CRM, or customer relationship management, consists of the business processes and software that enable collaboration, performance improvement, and better business visibility across all customer touch points. If customer relationships are an important asset to your business, then effective CRM strategies and software are key.

CRM software consolidates all customer information and processes into one, holistic view of each customer. This enables customer-facing employees in sales, marketing and customer service to make quick, informed decisions on everything from cross-selling and up-selling opportunities to target marketing strategies and effective problem resolution.

Analyst studies show that on average, companies using CRM software grow their businesses at a rate 2-3 times faster than those that do not.

That's because CRM enables businesses to:

* Win more deals by collaborating throughout the sales cycle

* Centralize customer information for all employees to better service customers

* Build profitable relationships with customers through more effective target marketing

* Increase customer loyalty and drive repeat business

* Automate customer-facing business processes and streamline repetitive tasks

* Gain visibility into staff and business performance to make timely decisions


As a pioneer and leader in CRM software, Maximizer CRM enables you to do more with less, providing a central hub with instant access to the entire history of every customer or prospect - whether accessing through a mobile device, online, or in the office. It integrates with business tools you already use, including Microsoft Outlook®, Exchange® and Office, and popular accounting software. Maximizer CRM can be easily configured to meet the specific needs of your business and enables managers and executives to gain insight into the performance of the business through dashboards and reports.

Learn how Maximizer CRM will help you attract more prospects, win new customers, and increase repeat business. Contact us for a personalized webinar to see if you can benefit from CRM.
Brochures

Sales

Marketing

Customer Service

System Requirements


Video:  A Day in the life of a Maximizer user






Value of CRM

FileHold Logo

Paperless Office Software Business Benefits

 

For End Users - Document Management Software benefits end users working or managing documents throughout the paperless office document lifecycle.
 
  1. Centralized file storage - Provides a centralized repository to maintain current and effective versions of critical business documents.
  2. Document Lifecycle Control and Audit Trails - FileHold's Document Management Software provides a structured way to track documents as they move through the document lifecycle. Version control and audit trails provide control and accountability as to when and how documents where modified.
  3. Find Vital Documents Faster - Document Management Software advanced document search and retrieval features ensure that users are more productive than ever before as the search time for vital documents decreases dramatically.
  4. Distribute Information Faster - FileHold's web based document management software makes it easy to distribute documents to employees and 3rd parties as they access files in a secured, central location using a standard web browser.
  5. Simple to Use - The simple and intuitive interface ensures that users can take full advantage of the scanning and document management features with little or no ramp-up time. Visit the on line documentation.
  6. Information Sharing & Collaboration - Teams need to communicate, share files, and work together in order to get their work done. Additionally, team members often need to work with people from other teams and divisions to complete tasks. Our online document management helps you find, communicate, and collaborate with people no matter where they are located.
  7. Task co-ordination - Ability to centralize work tasks to be completed on documents, files or projects and to quickly bring workers from all sides of a project on the same page.

For Managers - Document Management Software benefits business managers looking to improve the efficiency of their company, department or business unit through a paperless office solution.

  1. Increased Employee Productivity - accessibility to data across business lines dramatically improves employees' decision and reaction times. The result is decreased operating costs and faster time to market for products or services.
  2. Tangible ROI -improving the efficiency of your team or department through improvements in employee productivity by using paperless office procedures ensures the return on your software investment is significant and cost effective.
  3. Low cost of ownership - an affordable, web-driven paperless office solution that doesn't require extensive service, support, networking or user training keeps the total cost of system to a minimum.
  4. Connecting Islands of Data - Document management software allows a business manager to consolidate and connect islands of documents and data that may be littered across their internal (LAN or WAN) networks. Bringing these islands of information into one place results in a more effective workforce as users need only look to one location to find the information they need.
  5. Increased customer satisfaction - provides customers, partners, suppliers, distributors, resellers and other 3rd party's access to relevant documents to keep them satisfied.
  6. Reduced operating costs - Paperless office software helps reduce the costs associated with mailing, printing, paper, photocopying, filing, storage space and telephone calls. To learn more about document scanning,
  7. Employee Enablement - FileHold paperless office software gives employees access to tools and data through a web interface allowing them to retrieve critical working documents wherever and whenever they need them. For example, the document management server can act as a central library providing current information about employee benefits, policies, and payroll in a place where employees can find it easily.
FileHold Product Brochure

FileHold Enterprise

FileHold Express

FileHold Scanning Solution



Video:  FileHold Webinar

QuoteWerks Logo


When QuoteWerks pulls the contact information into your quote, our innovative DataLink feature can automatically pull other information into the quote such as terms, sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.

You can personalize your print layouts with the built-in visual layout designer. Our advanced print layout designer allows you to easily insert data fields from your contact manager into the print layouts. Then, when you print the quote, QuoteWerks will pull data from the contact manager fields that you specified resulting in a printed quote or proposal that includes information from your contact manager contact record.

Create and maintain your own products database, and import product information from files that your vendors provide. If you are in the PC industry, you can link QuoteWerks Professional Edition directly to the offline product price guides of Ingram Micro, Tech Data (no importing required), and SYNNEX. A real-time web pricing and availability module is also available for D&H, Ingram Micro, SYNNEX, Tech Data, and more. Also included in the real-time module is the ability to retrieve Real-time Product Content provided by Etilize and OpenICEcat enabling IT professionals to create content rich quotes and proposals with little effort. The Real-time Module also includes the ability to search online merchants for products.

If you are a small or large business, and you sell products or services you will benefit from the features QuoteWerks has to offer. These features include the ability to send and receive your quotes across the enterprise, vendor price comparisons, old quote price refreshing, creation of "bundles" or "kits", the configurator to take you through a step-by-step process of building products using other products. Setup your products to have required, optional, and substitute products. Your products can also be organized visually in folders to make it easier to find the products you are looking for.

Use the link to QuickBooks accounting software to convert your quotes into QuickBooks invoices in the Professional and Corporate editions of QuoteWerks.

Or, use the link to Peachtree accounting software to convert your quotes into Peachtree purchase orders, sales orders, and invoices in the Professional and Corporate editions of QuoteWerks.
QuoteWerks Product Summary

QuoteWerks QuickBooks Integration


Video:
QuoteWerks/Maximizer demonstration





SMBLoyalty © 2011

About

Contact

Customer Portal