All info on our website detailing the add- on modules has been reproduced off the various dealers websites with their permission. All modules listed are tried and tested, designed by Maximizer Dealers for Maximizer Clients.

Should an Add-on Module or a customization that you are looking for not be listed please contact us as we may have access to what you are looking for.

 

To view information on the Maximizer CRM add-on modules click on the relevant module below.

 

 

Now you can connect MYOB cards with Maximizer records

MaxToMYOBallows you use Maximizer's powerful CRM functionality on your MYOB database.Now your Sales and Marketing staff have access to critical financial data, item sales history and invoice sales history without the need to open MYOB.

You can create MYOB cards from Maximizer with the click of a button.

Overview

MaxToMYOB links Maximizer Address Book records with MYOB cards.

Suitable Clients

Any organization that uses Maximizer and MYOB

Key benefits

• Save time creating MYOB cards with the click of a button
  
• View your clients MYOB sales history from Maximizer without opening MYOB and without using a MYOB licence
  
• Quickly find MYOB records that have purchased goods and services and list them in Maximizer so you can include them in sales and marketing activities
  

Import critical Sales and Balance information from MYOB cards directly into Maximizer so it can accessed anywhere, at anytime, without the need to even have MYOB installed

MaxToMYOB allows you to use the powerful searching and communication functions of Maximizer to access the valuable sales and financial data stored in MYOB.

From Maximizer, you can add MYOB cards and view MYOB data such as Credit status, Item Sales history and Invoice Sales history. You can even drill down into a MYOB invoice without the need to have MYOB running.

By Importing MYOB balances into Maximizer, you create more professional credit correspondence, saving time and improving collection performance while maintaining your corporate image.

Create MYOB cards without having to re-enter data

Create MYOB cards from Maximizer by clicking on a button. MaxToMYOB will search the MYOB card file for matching records. If a match is found you can create a permanent link between Maximizer and MYOB, or simply click a button and the MYOB card will be created using the Company and Address information from the Maximizer record.

View MYOB Sales History from Maximizer without need to run MYOB

From Maximizer, you can view your clients’ sales and invoice history. Sales staff can immediately view details of what your customers have purchased, when they purchased, how much they paid and how many they bought. You can also see if the invoice has been paid.

Searching sales data

A powerful search function allows you to search MYOB sales history and retrieve the corresponding Maximizer records for sales and marketing activities.

Import MYOB cards into Maximizer

By Importing MYOB balances into Maximizer, you create more professional credit correspondence, saving time and improving collection performance while maintaining your corporate image.

Import critical MYOB information into Maximizer

The automated MaxToMYOB Import function can automatically create Maximizer records using information from the MYOB Cardfile. This ensures that Customers created in MYOB will also be added to your Maximizer Address Book.

Secure

MaxToMYOB only allows users to view information in MYOB

Requirements

Maximizer Enterprise 9.0 or above
MYOB Accounting 14 or above
MYOB Premier 8 or above

To view online demo click below

 

 

Now you can create accurate and professional quotes quickly, easily and straight from Maximizer

If you regularly provide clients and prospects with quotes and proposals, you can't afford not to use this product

Create quick, accurate, professional quotes straight from Maximizer.

Key benefits

• Win more sales because quotes are delivered on time
  
• Ensure profits by managing pricing. This includes automatic customer discounts and price levels
  
• Manage templates so proposals are professional and contain relevant content
  
• Synchronise quote data and documents with remote computers
  
• Create and analyse jobs
  
• Link item pricing with your current financial system*
  
• Automatically updates the Maximizer Opportunity Revenue, Cost and Profit
  

MaxQuoteManager has been designed to integrate with Maximizer and the Opportunity Management system. MaxQuoteManager manages the process from Quote to Job.

Overview

MaxQuote Manager has been designed to integrate with Maximizer and the Opportunity Management system. As quotes are created, Revenue, Cost, Profit and Status fields in Maximizer’s Opportunity Manager are updated automatically.

Suitable Clients

MaxQuote Manager has been designed for Sales Organisations that regularly provide clients and prospects with quotes and proposals.

Integrate with your inventory system

Quote items can added to the item list manually, you can import from items from your inventory system or you can link directly to your inventory system through ODBC*. This ensures your sales staff have the latest and most accurate list of items to quote on.

Create Unique Quote numbers

Quote numbers increment automatically and details such as the date, the creators name or the customers name can be added to the quote number.

Save Time Creating quotes

• With MaxQuote you can create “Favourites” so you can pick from a list of previously created quotes. The new quote is created in seconds
  
• Quote items are selected from a list so details such as description and sell price are automatically inserted into the quote
  
• Email a quote with all the relevant details without opening Word or Outlook
  
• Quotes are retrieved from Maximizer so you can find your quote quickly by starting with the Maximizer record it relates to
  
• Revising, copying and reprinting quotes is also quick and easy
  

Save Time Creating orders and jobs

• If a quote becomes and order, it can be converted to an order and printed in seconds. The order report includes details of cost, supplier, supplier codes etc
  
• Create and print jobs with comments and instructions using the details from the successful quote
  
• Analyse actual versus quoted to determine how accurate your quotes are
  

Look Professional

• Pick from a list of professional word templates to ensure your quote projects the correct image
  
• Maintain the same corporate image through all your communications
  

Know what profit your are generating

• MaxQuoteManager tells you how much profit and GP you are making as you go
  
• Warnings can be generated if GP thresholds are not met
  

* A direct link requires that you have an ODBC for your inventory or accounting system. Creation of the link is not included in the price of the software.

Add items, subtotals and comments to your quote and keep track of the GP and profit you are generating or …

If you have created a saved a similar quote before, copy it from the favourites list.

Create a quick email quote with the option of adding an attachment. To create a more detailed quote, pick from a list of Word Templates.

If you will use this quote again, save it to a favourites list so you can copy it later.

Create and modify quote items on the fly, Import them from your accounting system or link directly to your accounting system via ODBC*.

Quickly find items by code, description or category Convert a quote to an order with one click then print the sales order containing all relevant details such as cost, supplier and supplier code.

 

To view online demo click below

 

 

MaxEvent has been specifically designed to help Maximizer users automate the process of registering, confirming, reminding, tagging and thanking the attendees to your event.

You can easily capture feedback so you can constantly improve the quality of the process.

 

Maximizer users can now save hours every time you run a course, seminar or function.

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MaxBookings from Rapid.CRM has been specifically designed to help Maximizer users automate the process of registering, confirming, reminding, tagging and thanking the attendees to your event. You can easily capture feedback so you can constantly improve the quality of the process.

MaxBookings also allows you to identify venues and allocate resources such as computer and audio visual equipment.

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Suitable Clients

MaxBookings is ideal for any organisation that organises or conducts events such as training courses, seminars, product presentations or any other event that involves inviting and registering people.

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What does it do?

MaxBookings will save you time and money by:

• Automating the process of registering attendees and RSVP's
• Automating the sending of event confirmations
• Automating the sending of event reminders
• Automating the printing of Name Tags and Place Cards
• Automating the sending of event thank-you's

MaxBookings also helps you improve your internal processes and success by:

• Collating comments, feedback and attendee evaluations
• Providing reports on the effectiveness of the event by Instructor/Presenter/Course/Date range
• Allocating resources such as computer and audio visual equipment
• Allocating facilities such as conference rooms

MaxBookings will increase the impact of marketing activities and ensure repeat sales by:

• Automatically identify what events were attended and when
• Allowing you easily and quickly review attendee feedback and instructor/presenter comments

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Pricing

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$ 385.00 for the Server (includes first PC) plus $198.00 per additional PC that MaxBookings is installed on.

(Prices do not include installation, implementation or training)

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Specifications/requirements

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Pentium II CPU or higher, 64 Mb of RAM, 200 Mb spare disk space.

Maximizer version 7 or higher

(Maximizer is an award winning Contact and Customer Relationship Management application used by over 1 million users world wide)

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To find out more about MaxBookings or to request a Trial version, contact your local Maximizer Business Partner or email sales@trew.co.nz

 

 

MaxCustomRecord links Maximizer Client records to additional fields in Maximizer’s custom database. This allows a one-to-many relationship between Maximizer Company and Individual records such equipment details, software details, assets etc

Now you can link multiple fields to Maximizer records

Key Benefits

• Create a custom database within your Maximizer Address Book
• Multiple records link to a single Address Book entry
• Synchronise custom data through MaxExchange
• Search custom data and retrieve the target records for marketing activities

Linking external data to Maximizer records has not been simple. Many organizations want to link information such as equipment details, software, assets and various other information to a Maximizer client. Now you can easily extend Maximizer’s database structure and customize the additional data to suit your individual requirements.

You can even link the custom data to Maximizer Customer Service cases.

Overview

MaxCustomRecord links Maximizer Client records to additional fields in Maximizer’s custom database. This allows a one-to-many relationship between Maximizer Company and Individual records such equipment details, software details, assets etc.

Suitable Clients

MaxCustomRecord is ideal for organizations that want to link additional data to Maximizer records but are limited by the Maximizer User-defined field structure.

Additional fields

MaxCustomRecord accesses Maximizer’s built in custom tables that allows to keep up to 5 Alpha Numeric, 3 Date and 5 Numeric fields for each Maximizer Client record and the Additional financial information can also be stored for each custom record. This allows you to capture information about the financial institution, contract type, finance amounts and dates. You have option to set a Hotlist reminder for when a contract period terminates

Customise field names

Field names can be modified to suit your requirements

Customise your title

You can even customize the title of your custom database. Information is easy to view and modify Data is stored in a following window in the bottom right hand window pane so it easy to see customer data that is linked to the current record. Adding, editing and deleting information is as easy as a right mouse click

Searching data

powerful search function allows you to search custom record and financial data and retrieve the corresponding Maximizer records for sales and marketing activities.

Linking to Customer Service

By installing the optional Customer Service module, custom records can be linked to Customer Service cases so you can manage and analyse customer service activity associated with a custom record

Synchronising data

Because the data is stored in Maximizer fields, all custom and financial data is synchronized to all computers in your Maximizer system through MaxExchange

Requirements

Maximizer Enterprise 9.0 or above

To view online demo click below

 

 

For MaxCustomRecord

Link Maximizer Customer Service Cases to Custom Records

Key benefits

• Link Custom Records to Maximizer Enterprise Customer Service cases
  
• Look at the Customer Service history for any Custom Record
  
• Starting from the Custom Record, you can drill down to the actual Custom Service case
  
• Saves time creating, modifying and analyzing Cases for Custom Records
  
• If you use MaxCustomRecord to link external data to Maximizer records, you can also link the Custom Records to Maximizer Customer Service case
  
• This allows you keep a service history on Equipment, Software, Assets or any other Custom Record method you have implemented

Overview

• MaxCustomService is an add-on for MaxCustomRecord that allows you to link a Maximizer Customer Service case with a Maximizer Custom Record

Target

• MaxCustomService is ideal for organizations that use MaxCustomRecord an also use the Maximizer Enterprise Customer Service

Linking records with Cases

• By using MaxCustomService to create or modify Customer Service Cases, you can select which Custom record that the case is linked with
• After the link is created, you can view and edit cases from the MaxCustomRecord interface and add and edit MaxCustomRecord details from a Customer Service Case

Synchronising data

• Because the data is stored in Maximizer fields, all MaxCustomService data is synchronized to all computers in your Maximizer system through MaxExchange

Requirements

• MaxCustomRecord
• Maximizer Enterprise 9.0 or above

Create a Customer Service Case using the MaxCustomService data entry screen allows you to select which Custom record is linked to the Case.
When you open a Custom record, you can view it’s Service History.
Drill down to edit the Case details.

 

MaxQuoteAssistant combines the activities of creating an Opportunity, assigning a unique quote number, opening a personalised quote template and setting a follow up action - into one easy to use process

MaxSalesAssistant

Now it’s easy to take advantage of Maximizer’s powerful Opportunity Management and Sales Team functions.

Maximizer’s Opportunity Manager is a very effective way of help Sales Managers and Sales staff, manage, forecast and analyse opportunities.

Question: SO WHY DON’T YOU USE IT?

 

Answer: BECAUSE THERE ARE TOO MANY SCREENS AND STAFF THINK IT’S TOO HARD!

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Key benefits of using Maximizer's Opportunity Management function

• The Opportunity Manager can quickly identify what sales opportunities are hot and identify the ones that need more work
• Sales managers can keep track of forecasted revenue and analyse why sales are won and lost
• When a sales person is asked “what have you got on the go?”, they can get the whole picture with the click of a button!
• From the Opportunity Tab in the Address Book Window, all Maximizer’s users can quickly see what Opportunities are happening for a particular client

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Key benefits of using Maximizer's Opportunity Management function

• Generate a unique quote number (optional)
• Create a hotlist task ensure the next step of the sales process is scheduled
• Create a predefined quote document with links to Maximizer (optional)
• Open the Quoting System (optional if MaxQuote Manager is installed)

 

Define which User Defined fields you want captured when the Opportunity is created
Define how you want the Quote number to be formatted
To create an opportunity, select the clients record from Maximizer's Address book and click on the MaxSalesAssistant icon on your Maximizer Toolbar. Users are only prompted to update User Defined fields that you have specified.
Critical fields are mandatory to ensure critical information such as... Objective Sales Team Team Leader Revenue Probability Expected close date Next Action (Hotlist task)
You can also use MaxSalesAssistant to manage the Opportunity process.

 

 

 

Customisation

Because we work very closely with the developers, Trew Solutions can assist to modify the program to meet your specific requirements. Modifications require an additional investment but the result is a system that works the way you do.

Investment

$135.00 per user licence. This does not include installation or configuration.

If you want to order the system or discuss the system in more detail, please call us on 09 441-4474 or email sales@trew.co.nz

 

 

 

 

Now Maximizer users can track and analyse time spent on activities linked to Maximizer records.

MaxTimeBilling allows you to time and cost services provided. Default hourly costs are associated with the Maximizer User login. Filter reports by User, Customer, Dates and Subject.

Allocate Billing details against a client so you can analyse performance.

Key benefits

• Eliminate revenue loss because billable activities have not been recorded.
• Record billing information for a client or a Customer Service case.
• Analyse activities by User, Client or Customer Service case.
• Analyse profit by Client, User or Customer Service case.
• Users can be setup to have different default charge-out rates

Activities can be linked to Maximizer Companies, Individuals, Contacts or Customer Service Cases. Report on activities by customer or user, filtered by date and activity. You can also enter Billing details so you can analyse performance by users or company.

Suitable Clients

MaxCustomRecord is ideal for organizations that bill clients for services with multiple activities by multiple users.

Analysing data

Analyse activities by User, Client and filter by date.

Analyse Billing details by User, Client and filter by date.

Compare Activities and Billing by User or Client in a date range

Synchronising data

Because the data is stored in Maximizer fields, all activity and billing information is synchron1ized to all computers in your Maximizer system through MaxExchange

Details of Activities recorded:

• Subject from pre-defined list.
• Reference such as project
• Start date and time
• Billing rate for the current Maximizer user (default rate loaded from the user’s profile)
• Details of the Activity
• Create a Maximizer note when the activity is saved

Details of Billings recorded:

• User
• Reference such as project
• Invoice Number and Date

Print reports to Excel for analysis:

• User or Customer
• Activities, Billing or both
• Filter by Date

Requirements

Maximizer 9.5 SQL versions

Maximizer CRM 10 or above

To view online demo click below

Postal Code Updater

Now you can easily update all your postal code records to keep up with the recent changes implemented by NZ postal services.

Key benifits.

The postal code updater will run through your database looking at 3 different fields to make sure that the correct postal code is being used and replace your old postal code with the correct new code.

Suitable Clients.

Any client that has a large number of records would benefit from the postal code updater, Can you imagine the time and effort required to change 10 000, 20 000 or in some cases over 100 thousand records???

Requirements

Maximizer 10.5

 

Managers can now quickly and easily analyse the activity of sales staff.

Managers can now quickly and easily analyse the activity of sales staff.

The data is then exported into an Excel spreadsheet and displayed as Pivot Tables and Charts.

Clients and prospects often ask "how can I get a snap shot of what my sales staff have been doing". Unfortunately Maximizer does not provide a standard report to display sales activity so we have created a one click process to allow managers to check on the sales activities of members their sales team.

Product Description

MaxActivityAnalysis searches notes and opportunities to summarise key sales activities for all users with the role 'Sales Representitive'.

The data is then exported into an Excel spreadsheet and displayed as Pivot Tables and Charts

Suitable Clients

Any organisation with sales staff that need to be managed.

Client Benefit

Managers have a simple but effective method of summarising sales activities so they can manage their staff

Price

$ 190.00 Ex Tax AUD per licence

Min Requirement

Any Maximizer SQL version from Enterprise 9.5 (includes CRM 10 and 10.5)

Microsoft Excel (or Microsoft Office) 2003 or 2007 (earlier versions may work but have not been tested)

How it works

The program finds all Maximizer Users that have the ‘User’s Role’ – Sales Representative ticked

The process then count for each user

• All Manual notes
• All Phone Notes
• All Notes where a Task or Appointment has been marked as completed
• All Opportunities All Notes where a Task or Appointment has been marked as completed
• All Opportunities created
• All Opportunities Won
• All Opportunities Lost
• All Opportunities Abandoned
• All Opportunities Suspended
• This data is presented in an Excel Pivot Table and Pivot Chart

MaxActivityAnalysis will then calculate the totals for:

• All Opportunities created
• All Opportunities Won
• All Opportunities Lost
• All Opportunities Abandoned
• All Opportunities Suspended
• This data is also presented in an Excel Pivot Table and Pivot Chart

 

Now managers can quickly and easily analyse notes created in Maximizer.

MaxNoteReport searches notes by pre-selected type and groups the notes into users then type.

The data is then exported into an Excel spreadsheet and displayed as Pivot Tables and Charts.

Maximizer notes are a useful guide to the quantity and type of activity Maximizer users performing. Unfortunately Maximizer does not provide a standard report to display notes by user so we have created a one click process to allow managers to analyse notes and group into user and type.

Product Description

MaxNoteReport searches notes by pre-selected type and groups the notes into users then type.

The data is then exported into an Excel spreadsheet and displayed as Pivot Tables and Charts

The data is then exported into an Excel spreadsheet and displayed as Pivot Tables and Charts

Suitable Clients

Any organisation that uses Maximizer.

Client Benefit

Managers have a simple but effective method of summarising staff activities.

Price

$ 90.00 Ex Tax AUD per licence

Min Requirement

Any version. Performance is enhanced with SQL versions.

Microsoft Excel (or Microsoft Office) 2003 or 2007 (earlier versions may work but have not been tested)

How it works

The program searches notes for all users.

Filter by: Note type Date range

MaxNoteReport will then create an Excel spreadsheet with:

• Pivot Table
• Pivot Chart
• Worksheet with Subtotals by user