Additional information for Maximizer CRM
Key features of Maximizer CRM
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- Account and contact management
- Time management
- Task management and automation
- Sales force automation
- Sales forecasting
- Email marketing
- Customer service management
- Microsoft® Office® integration – Outlook® and Word®
- Business Intelligence
- Access options: the Web and mobile devices
- Create and manage quotes and orders
- Track status of quotes and orders
- Create powerful quota-based dashboard indicators
- Import lead lists from virtually any file format
- Mobile access
• Pre-defined and customizable action plan workflows, ensuring that whether you’re onboarding a new client or setting up a new policy or investment your processes are consistent, efficient and recorded.
• Team based task creation ensures that your whole team follows a consistent and standardized process.
• Seamless integration with Outlook, Word and Excel so that what happens outside of Maximizer CRM Wealth Manager happens on the inside.
• Automatically save all client interactions, whether by phone or email, providing a detailed audit trail.
• Up to date accounts with a history or all correspondence, transactions communications and review.
• Implement consistent, standardized processes that can be followed by your whole team.
Providing Superior Client Engagement
• Household structure allows for quick and accurate recall of your client's household information.
• Hundreds of industry specific fields ensure that you capture all of the information you need.
• 75+ pre-defined searches allow you to quickly and easily segment your client data.
• Easy to use dashboards provide you with the business intelligence you need - displaying what you need to do next and when.
Preparing for succession
• Using Maximizer CRM Wealth Manager enables you to build a quantifiable, verifiable book of business.
• The use of embedded workflows provides the foundations of processes that are engrained, consistent and recorded.
• Systematized and organized structure facilitates future expansion and growth.