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Maximizer CRM 11 Workflow Automation reporting for sales, opportunity, lead, email management for medium businesses

Maximizer Customer Relationship Management - Helping you build profitable relationships by reaching customer touchpoints and turning leads into a qualified marketing opportunity to transform your sales.

Automate Processes and Monitor your Business.

Workflow Automation, powered by KnowledgeSync(1), improves responsiveness and makes relevant customer experiences possible by automating processes, alerting managers of problem areas and reducing manual work. Add workflow automation to your edition of Maximizer CRM to have a fully functional, automated CRM system.

Key Benefits of Workflow Automation with Maximizer CRM

Automate repeatable step-by-step processes and improve productivity
Identify tasks that require immediate or overdue attention
Provide everyone with the up-to-date notifications necessary to work smarter
Discover further opportunities for customer interaction

Be notified immediately and act quickly to critical issues

Alerts: When staff and managers receive action-oriented alerts via email, PDA or phone, they can respond to time-sensitive milestones or critical incidents no matter where they are. Maximizer CRM contains over 50 pre-configured alert notifications; or easily configure your own to be alerted on the critical activities in your business.
Lead follow-up: Be alerted when a hot lead has not been contacted within a set number of days.
Sales Management: Be notified in real-time when a deal is lost or when deals are overdue for closing.
Customer Service & Support: Receive an alert when there are multiple cases entered for one customer.

Workflow Automation Datasheet

Workflow Automation Summary

Get Insight on a Regular Schedule or Just-in-Time

Schedule Reports: Automatically receive the reports you need to see based on a regular schedule.
Trigger Reports: Distribute reports when a certain action occurs. For example, if an account manager abandons or loses more than five opportunities in one week, send a sales territory forecast to the sales manager.

Improve Customers' Experience with Automated Communications

Take Action on Inquiries: Monitor incoming email, identify the customer’s record, route the email to the account manager and save it to the customer’s record.
Handle Unsubscribe Requests Automatically: Comply with anti-spam legislation and remove names automatically from your email campaign lists.
Automatic Replies: Send an intelligent, automatic response to the sender to provide relevant information and timely response.

ⁱ Workflow Automation is an add-on product with additional license fees.

ⁱⁱ Requires Email Response System.