Maximizer CRM announces seamless integration

By : |January 22, 2009 0

BRACKNELL, UK: Maximizer Software, a leading provider of simple, accessible customer relationship management (CRM) solutions, today announced the launch of a new low-cost software link that integrates the Maximizer CRM system seamlessly with the Sage Line 50 accounting package, providing two-way, real time CRM and financial back office links.

This means that sales and service staff can access up-to-date customer account information from one easy-to-use interface – providing instant insight into customers’ financial data and helping them make better-informed decisions, faster.

Linking Sage Line 50 Account customers and suppliers to the Maximizer CRM address book merges the two databases together automatically, allowing authorised users to view consolidated and up-to-date information, such as overdue payments, credit limits, balances, and so on, all from within Maximizer.

Through the Maximizer address book users can also create and modify invoices – which appear in both databases – as well as produce quotes and follow-on transactions and search for individual items through the interface. Importantly, real-time simultaneous synchronisation means that Maximizer and Sage users do not have to learn or carry out any additional processes. This is all done automatically, as is saving a complete history of transactions to the customer’s CRM record.

"In essence, we have given the Maximizer and Sage user communities the ability to gain a holistic view of their customers, helping them build better customer relationships, minimise risk and maximise rewards. At the same time, they can work more efficiently – there is no need to move back and forth between the CRM and Sage screens – and they benefit from improved information flow," said Mark Carter, marketing manager EMEA for Maximizer Software. "Importantly, in today’s challenging economic climate, they can also be certain of making sound business decisions based on vital up-to-the-minute information."

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