Getting the maximum out of Maximizer
Shayne Froelich | TrustRadius Reviewer
June 09, 2016

Getting the maximum out of Maximizer

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Maximizer CRM

Maximizer CRM is used by the entire organization to store all customer contacts for sales for the company. It was also used to store information on each sales department and their organizational structure.
  • 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.
  • 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.
  • 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.
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.

Maximizer CRM Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
6
Channel / partner relationship management
6
Case management
6
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
9
Task management
7
Billing and invoicing management
Not Rated
Reporting
8
Forecasting
6
Pipeline visualization
7
Customizable reports
7
Custom fields
10
Custom objects
9
Scripting environment
7
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
Not Rated
Marketing automation
7
Mobile access
8

Using Maximizer CRM

15 - Everything from the execs and administration to sales and service.
2 - General IT knowledge will suffice. Once you start "poking" around the system, you can see how it works and get a feel for how to customize it.
  • Storage of sales and sales information for the company
  • Storage of sales person and staff information
  • Ability to store leads and produce email marketing and forecasting on these leads based on how far along in the sales process they are
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.

Maximizer CRM Support

The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - Because it is a business critical application, we need to know that we can have on-demand support when necessary.