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Maximizer CRM Resources

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CRM software consolidates all customer information and processes into one, holistic view of each customer. This enables customer-facing employees in sales, marketing and customer service to make quick, informed decisions on everything from cross-selling and up-selling opportunities to target marketing strategies and effective problem resolution.

Demo Video: What’s New in Maximizer CRM 11?

In this demo, we’ll take you through several of the many new features and enhancements to Maximizer CRM 11 and show the impact they can make on your business.

To view the What’s New in Maximizer CRM 11 demo, please take a moment to create a web profile or use your existing web profile to login before proceeding.

Register / Log in for your Demo Video

CRM Free Test Drive (Web Access).

With Maximizer Web Access, get access via the internet to all your customer information and processes anytime, anywhere - in the office or on the road. Have direct access to customers, leads, marketing campaigns, calendars, tasks, sales opportunities, and customer service cases.

Online access - no software download required!

Business Stimulus Kit

The Business Stimulus Kit is the definitive guide to assessing critical processes, making the case to initiate improvements and effectively building the customer relationships that are more important than ever. Arm yourself for success with the Business Stimulus Kit, an all-encompassing package of white papers and tools for getting more out of your CRM to improve your business.

Request the Business Stimulus Kit »

Thrive in this economy | White Paper: 3 Ways to Recession-Proof Your Business with CRM:
Discover how Customer Relationship Management (CRM) is the clear must-have solution for beating tough economic times, helping businesses convert satisfaction into increased business, achieve results with fewer resources, and continue building customer relationships.


Make your case for CRM | Worksheet: CRM Business Case Template:
Support your CRM solution decision with this thorough guideline, incorporating an opportunity overview, decision making criterion, business impact analyses, contingency plans, and action-oriented recommendations.


Follow CRM Best Practices | White Paper: 3 Keys to Preparing for CRM Success:
Learn how to establish project leadership, create a successful implementation roadmap and work with staff to facilitate user adoption and positive change.


Leverage the power of mobility | White Paper: Business at the Speed of Mobility:
Remain competitive and harness the convenience and power of your mobile device to dramatically increase productivity, reduce downtime and enable real-time updates, regardless of location or time.


Reguest the Business Stimulus Kit »

To discuss your CRM requirements, please contact us directly at 1-800-804-6299 and one of our CRM Solution Advisors will be happy to assist you.

Phone 1800 800 610 or email for more information or to request a demonstration.

CRM Evaluation Kit

If you are currently in the process of evaluating CRM solutions for your business, the CRM Evaluation Kit features several items that will assist you. These are provided by Maximizer Software, Demand Metric, and Nucleus Research.

Request the Maximizer CRM Evaluation Kit »

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Define your business needs
CRM RFP Template

Provided by an independent research firm, Demand Metric, the CRM RFP Template is a formal invitation to request vendor proposals that meet your specific business requirements and purchasing criteria. Use this third-party template to work with CRM vendors.



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Compare your options
CRM Vendor Evaluation Matrix Template
Provided by an independent research firm, Demand Metric, the CRM Vendor Evaluation Matrix can be used after receiving the CRM RFP back from vendors. You can then use the Vendor Evaluation Matrix to compare vendors, ranking them based on their ability to support your required features.



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Quantify the benefits
CRM ROI Calculator
Provided by an independent analyst firm, Nucleus Research, this tool will assist you in evaluating bottom-line impact value of your CRM technology decision. Calculations such as return on investment (ROI), total cost of ownership (TCO), payback period, and net present value (NPV) are calculated based on cost and benefit inputs.



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Make your case
(NEW!) CRM Business Case Template
Support your CRM solution decision with this thorough guideline, incorporating an opportunity overview, decision making criterion, business impact and sensitivity analysis, risks and contingency plans, and action-oriented recommendations.



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Review and Assess
The CRM Maturity scale

A Self-Assessment Guide for Small to Mid-Size Businesses: This white paper will help you in assessing your company's level of CRM maturity in terms of effectively using customer data and streamlining sales and business processes. Then create a roadmap for becoming a CRM master.



To discuss your CRM requirements, please contact us directly at 1800 800 610 and one of our CRM Solution Advisors will be happy to assist you.

Simply Successful CRM Guides

Maximizer is launching a series of Simply Successful CRM Guides – detailed “how-to” guides that are more product-focused than our existing white papers, yet are more business-centric than datasheets and manuals. The series will cover a range of topics, focusing on various industries, business areas, and CRM best practices and processes.

Kicking off the series, following are two of the new Simple Guides:

demand_metricSelecting Between On-Premise, Managed Hosted & On-Demand CRM

To help those considering an investment in or renewal of a CRM / SFA solution navigate the options, this guide discusses the arguments for and against on-demand and on-premise business applications.

Download the Guide pdf


demand_metricWhy Choose Maximizer CRM?

Maximizer teamed up with Barton Goldenberg (of ISM CRM Strategic Advisors) to develop this comprehensive list of top reasons that Maximizer stands out as a CRM / Mobile CRM solution.

Download the Guide pdf


To discuss your CRM requirements, please contact us directly at 1800 800 610 and one of our CRM Solution Advisors will be happy to assist you.

CRM Podcasts

Listen to a podcast with one of Maximizer's CRM solution experts.

Maximize Employee Access: Options for Accessing Maximizer CRM
Guest John Easton, Manager of Product Management at Maximizer Software, explains the many options that are now available for accessing all of your CRM information, including customers, leads, sales opportunities, and customer service cases - at any time, no matter where you are.


Outgrowing Contact Management: 5 Signs that you Need CRM
Guest Angie Hirata, Worldwide Director of Marketing & Business Development at Maximizer Software, discusses the signs that small and medium-sized businesses should look for that indicate that it’s time to graduate from contact management to effective customer relationship management (CRM).

CRM Webinars

Register below and attend one of our FREE Maximizer CRM or Maximizer CRM Entrepreneur Edition (Contact Management) Webinars!


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Check out the list of on-demand archived webcasts HERE.

CRM Webcasts

Learn more about CRM best practices & solutions. Register for complimentary webcasts with CRM experts and advisors.

View our latest webcast:

Maximizer CRM Webcasts

Sales & Marketing Expert Advisor Series


Check out the list of LIVE Webinars HERE.

CRM Whitepapers

Rising Above Economic Challenges NEW! How to Rise Above Today’s Economic Challenges

Equip Your Sales Force with Mobile CRM
Read More





white-paper NEW! 3 Ways to Recession-Proof Your Business with CRM

Do More With Less to Weather the Economic Storm
Read More





white-paper Business at the Speed of Mobility

Business Drivers and Best Practices for Mobile CRM
Read More





white-paper Aberdeen Group: CRM in SME

Sized to Fit
Read More





white-paper The Yankee Group: Financial Realities of CRM

A Guide to Best Practices, TCO & ROI
Read More





white-paper 5 Keys to Maximizing B2B Lead Conversion

Improve lead management to win more deals
Read More





white-paper 3 Keys to Preparing for CRM Success

Successfully implement best practices in CRM
Read More





white-paper 4 Steps to Monitoring Team Performance

Accelerate Sales & Improve Customer Satisfaction
Read More





white-paper The Customer Relationship Management Maturity Scale (CRMM)

Self-Assessment Guide for Small to Mid-Size Businesses
Read More





white-paper Collection of Case Studies

How 5 Companies Increased Revenue and Profitability with Maximizer
Read More





white-paper Collection of Case Studies II

How 5 Companies Increased Sales & Improved Productivity Using CRM Software.
Read More