What users are saying about
1 Ratings
7 Ratings
1 Ratings
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Score 10 out of 101
7 Ratings
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Score 7.8 out of 101

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Likelihood to Recommend

Applied TAM

A new thing we love about TAM is the opportunity section. You can create an opportunity for your producer when you get a prospect -and it really keeps track of the progress and also his book of business. This is one area that works well for my department. I love the search/filter as well. This program is SO user-friendly. It's a great tool all around no matter which department you are in.
No photo available

Maximizer CRM

If you are looking for a solution which offers the ability to customize how and what data is stored, it is great for that. It is designed as a B2B solution however, so we used it for a B2C and required decent customization to resolve this.
Shayne Froelich profile photo

Feature Rating Comparison

Sales Force Automation

Applied TAM
Maximizer CRM
6.4
Customer data management / contact management
Applied TAM
Maximizer CRM
9.0
Workflow management
Applied TAM
Maximizer CRM
7.0
Territory management
Applied TAM
Maximizer CRM
4.0
Opportunity management
Applied TAM
Maximizer CRM
7.0
Integration with email client (e.g., Outlook or Gmail)
Applied TAM
Maximizer CRM
8.0
Contract management
Applied TAM
Maximizer CRM
6.0
Quote & order management
Applied TAM
Maximizer CRM
5.0
Interaction tracking
Applied TAM
Maximizer CRM
6.0
Channel / partner relationship management
Applied TAM
Maximizer CRM
6.0

Customer Service & Support

Applied TAM
Maximizer CRM
5.7
Case management
Applied TAM
Maximizer CRM
6.0
Call center management
Applied TAM
Maximizer CRM
6.0
Help desk management
Applied TAM
Maximizer CRM
5.0

Marketing Automation

Applied TAM
Maximizer CRM
8.5
Lead management
Applied TAM
Maximizer CRM
8.0
Email marketing
Applied TAM
Maximizer CRM
9.0

CRM Project Management

Applied TAM
Maximizer CRM
6.3
Task management
Applied TAM
Maximizer CRM
7.0
Billing and invoicing management
Applied TAM
Maximizer CRM
4.0
Reporting
Applied TAM
Maximizer CRM
8.0

CRM Reporting & Analytics

Applied TAM
Maximizer CRM
6.6
Forecasting
Applied TAM
Maximizer CRM
6.0
Pipeline visualization
Applied TAM
Maximizer CRM
7.0
Customizable reports
Applied TAM
Maximizer CRM
7.0

Customization

Applied TAM
Maximizer CRM
8.5
Custom fields
Applied TAM
Maximizer CRM
10.0
Custom objects
Applied TAM
Maximizer CRM
9.0
Scripting environment
Applied TAM
Maximizer CRM
7.0
API for custom integration
Applied TAM
Maximizer CRM
8.0

Security

Applied TAM
Maximizer CRM
6.5
Single sign-on capability
Applied TAM
Maximizer CRM
4.0
Role-based user permissions
Applied TAM
Maximizer CRM
9.0

Social CRM

Applied TAM
Maximizer CRM
1.0
Social data
Applied TAM
Maximizer CRM
1.0
Social engagement
Applied TAM
Maximizer CRM
1.0

Integrations with 3rd-party Software

Applied TAM
Maximizer CRM
4.0
Marketing automation
Applied TAM
Maximizer CRM
7.0
Compensation management
Applied TAM
Maximizer CRM
1.0

Platform

Applied TAM
Maximizer CRM
8.0
Mobile access
Applied TAM
Maximizer CRM
8.0

Pros

  • TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time.
  • I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients.
  • Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention.
No photo available
  • It is VERY customizable and flexible.
  • Once set up, it is very easy for end users to search for and use the data contained inside.
  • Easy to set up security roles and permissions makes it easy to show/hide information based on the permission.
Shayne Froelich profile photo

Cons

  • After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience.
No photo available
  • It is difficult to look directly in the database for information. This is mainly do to the flexible/customizable nature of the program. Because of this, tables and columns in the database are very generic and low level information can be difficult to find.
  • The ability to remotely sync in with the server and update the data can be very slow, depending on the amount of new data that needs to be pushed from the remote location.
Shayne Froelich profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Maximizer CRM10.0
Based on 1 answer
We are heavily entrenched in Maximizer and trying to pull our data out and into another CRM, with the same amount of customization and workflow would take a lot of effort.
Shayne Froelich profile photo

Support

No score
No answers yet
No answers on this topic
Maximizer CRM8.0
Based on 1 answer
The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.
Shayne Froelich profile photo

Alternatives Considered

I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some clutter/space on my home screen. I love both products though.
No photo available
We chose to go with Microsoft Dynamics CRM over Maximizer because of the customization and marketing options that were associated with Dynamics. The ease of use with Maximizer, however, was far better than that of Microsoft Dynamics.
Thomas Laut profile photo

Return on Investment

No answers on this topic
  • The ability to have local as well as remote "sites" of Maximizer, that can sync in with the host server on demand is very nice.
  • The ability to create custom fields and objects to support how the business rules worked was the main selling feature of this product for us.
Shayne Froelich profile photo

Screenshots

Applied TAM
Maximizer CRM

Pricing Details

Applied TAM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Applied TAM Editions & Modules
Applied TAM
Additional Pricing Details

Maximizer CRM

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Maximizer CRM Editions & Modules
Maximizer CRM
Edition
Maximizer CRM Live
$551
Maximizer Wealth Management
$601
1. Per User per Month
Additional Pricing Details
For More Pricing Information Contact Maximizer Software at 1-800-804-6299