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Maximizer Review

Canadian company Maximizer was founded in 1995, and in the two decades since it has grown to a worldwide presence with more than 120,000 clients. Its CRM, sales force and marketing automation solutions are targeted at medium businesses, though they can be scaled to the needs of small and large businesses as well.

The company's initial focus on Microsoft remains prevalent to this day and the operating environment will be comfortable and familiar to anyone who's used Microsoft applications.

Maximizer Review
CategoriesRating
Features
Ease of Use
Help & Support
Customization
Pricing
Summary
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Product, Service and Solution

Maximizer's features and services are extensive, including business intelligence, call center integration, contact, task and document management, customer support features, lead capture, sales and marketing automation, forecasting and class-leading reporting.

The available tools help businesses generate leads, manage the customer lifecycle, and more effectively target sales efforts, all while improving productivity, ROI and customer retention.

Maximizer can be run via "Our Cloud" or "Your Cloud" (denoting where the cloud services are hosted). For practical purposes, that translates to a service that can run via the cloud, on a network drive or on an SQL server. It integrates seamlessly with the full suite of Microsoft products (Outlook, Word, Excel and SharePoint).

Social integration is only available with LinkedIn. Maximizer offers "Connectors" with HubSpot ($99/month) and MailChimp ($10/month). The company also offers a full-featured mobile app that works on most mobile devices and tablets and gives access to all program features and functions.

Maximizer Pricing

Prospective Maximizer users can use the service for a 15-day free trial, after which it has two pricing tiers: Maximizer CRM ($55 per user per month, billed annually) and Wealth Manager ($60 per user per month, billed annually).

Both tiers require a two-year contract. Training modules vary in cost, ranging from one-time fees of $399 for training on specific modules or $999 for a Marketing Campaigns Workshop, to $29 per user per month for unlimited training.

Case Studies

Drug Research America LLC

Drug Research America LLC assists its clients in constructing and running clinical trials for clients in medical device manufacture and pharmaceuticals. These trials typically involve large numbers of doctors and even larger numbers of patients, and the data gathered is subject to HIPAA privacy regulations.

Since testing typically takes place at multiple sites, doctors require full time location-independent access to patient information from a system that is FDA compliant.

Maximizer helps DRA construct trial groups, track doctor and patient data and maintain the close relationships that have become its hallmark. Maximizer allows DRA to automate many of its processes. This allows them to concentrate on the doctors and patients they serve and that, in turn, allows doctors to focus on the minutiae of their clinical trials. In this way, Drug Research America has helped vital devices and medications to market quickly and painlessly.

avance carpet logo

Avance Carpets specialized in private clients but wanted to expand their business to take on commercial accounts. Their efforts were hamstrung by the lack of a central recordkeeping and reporting system.

As a result, there were nearly as many recordkeeping systems as there were sales reps, and when reps would retire or move to other companies, their supervisors were left to untangle a disorganized mess of contact logs and activity reports, or - worse still - left with the realization that the representative in question hadn't thought to keep records.

Maximizer's CRM standardized and centralized the company's records. This resulted in fewer lost opportunities, better allocation of sales reps' time and improved relationships with both prospective and existing clients. With the Maximizer CRM in place, the expansion to the B2B market proved as smooth as the company's activities in the B2C segment.

Benefits and Drawbacks

Pros

The dashboard will be familiar to anyone who has used Microsoft products. The inclusion of "Your Cloud" and locally-hosted deployment is highly significant for security reasons. The service scales to businesses of all sizes.

The unique Campaign Wizard not only simplifies campaign setup, but also ensures that no steps in the process will be overlooked. Reporting -with numerous export options - is customizable and comprehensive.

Cons

The two-year contract term, in tandem with paid support, will scare off some users. Additionally, outside the United States and Canada, support is typically offered via Maximizer's dealer network.

The reliance on Microsoft products, while a boon to some users, will be frustrating to those whose businesses are already reliant on other vendors' products. Finally, the service will only run on Internet Explorer and Firefox, which leaves users of Chrome, Safari, and other browsers out in the cold.

Verdict

Maximizer has a few significant advantages. Not least of these is the fact that it's capable of running in the cloud but isn't required to, which can be helpful when internet access is less-than-reliable, or if security is a concern. It also scales to businesses ranging from one-man shops to Fortune 500 companies.

Customer support can be frustrating, as can the inevitable upgrades that come with system changes. And while pricing seems competitive, it is contract-based, so users should carefully weigh the limitations and benefits of the service before signing up. In addition, Maximizer is not suitable for users of Google apps and services - which are popular for their reliability and low cost - since they focus instead on the Microsoft suite of products.