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Maximizer CRM Whitepapers
| NEW! Business at the Speed of Mobility | Business Drivers and Best Practices for Mobile CRM |
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| NEW! Guide to CRM (Curstomer Relationship Management)? |
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| NEW! Aberdeen Group: CRM in SME | Sized to Fit |
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| Yankee Group: The Financial Realities of CRM | A Guide to Best Practices, TCO & ROI |
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| 5 Keys to Maximizing B2B Lead Conversion | Improve lead management to win more deals |
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| 3 Keys to Preparing for CRM Success | Successfully implement best practices in CRM |
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| 4 Steps to Monitoring Team Performance | Accelerate Sales & Improve Customer Satisfaction |
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| Financial White Paper | Building Profitable Client Relationships |
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| Business Agility Series Report I | Win New Customers: A Four-Phase Approach to Sales Success |
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| Business Agility Series Report II | Business Intelligence: The Key to Optimizing Sales, Marketing & Bottom Line Results |
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| Collection of Case Studies I | How 5 Companies Increased Revenue & Profitability with Maximizer |
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| Collection of Case Studies II | How 5 Companies Increased Sales & Improved Productivity Using CRM |
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| Business at the Speed of Mobility | Business Drivers and Best Practices for Mobile CRM |
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Whether you are a frequent-flying executive or constantly on the road as a field sales or service staff, you understand the importance of getting real-time access to your customer information. Remain competitive and stay connected with the new technical advances of Mobile CRM to dramatically increase productivity, reduce downtime, and enable real-time updates regardless of location or time. Now, companies are able to take mobility to the next level - harnessing the same devices to see further business gains in productivity, customer satisfaction, and real-time updates – all linked to corporate information systems.
Who should read: Field sales and service professionals and executives seeking to improve business productivity and sales effectiveness. |
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| Guide to CRM (Customer Relationship Management)? |
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CRM (customer relationship management) is an information industry term for methodologies, software, and usually Internet capabilities that help an enterprise manage customer relationships in an organized way.
This is what you will learn:
- What is CRM?
- Strategy First. Technology Second
- Who Benefits from CRM?
- CRM in the Real World
- Is CRM Right for You?
- CRM: The Payoff
Who should read: People who are new to CRM |
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| Aberdeen Group: CRM in SME | Sized to Fit |
- Best-in-Class improved customer lifetime value by 25%, compared to Laggards reduction of 10%.
- Best-in-Class companies have achieved an average 27% increase in deal size.
- Best-in-Class increased the number of reps at quota by 20%, compared to a reduction of 2% for Laggards.
This Aberdeen Group report examines the unique position of Small and Medium Enterprises (SMEs) in obtaining and retaining customers and market share. In February, 2008, Aberdeen Group surveyed over 120 companies to identify the strategies, capabilities, and enablers that Best-in-Class firms are using to improve the performance of their sales force. Learn how Best-in-Class SMEs have implemented CRM and lead management processes and technologies that have enabled them to achieve the best performance in their class.
Who should read: CRM project managers and business managers evaluating CRM solutions. |
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| The Yankee Group: Financial Realities of CRM | A Guide to Best Practices, TCO & ROI |
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If you're a small or medium-sized business thinking about investing in CRM solutions to give yourself a competitive edge, get this latest report from The Yankee Group. With this guide, gain insight into issues you need to consider before purchasing and implementing a CRM solution.
Here's what you will learn:
- The new approach to evaluating CRM options based on your needs
- A framework for measuring the Total Cost of Ownership (TCO) of a CRM solution
- TCO results from Kingstone's survey including hosted and licensed options
- How to link your CRM initiative with business performance to measure return on value
- How to measure CRM return on investment (ROI) using Key Performance Indicators
- Yankee Group's recommendations on CRM vendor selection and implementation
Author: Sheryl Kingstone, CRM Strategies Program Manager, The Yankee Group Who should read: CRM project managers and business managers evaluating CRM solutions. |
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| 5 Keys to Maximizing B2B Lead Conversion | Improve lead management to win more deals |
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Once a lead comes in the door, whose job is it to convert that lead to a sales opportunity: marketing or sales? The lead conversion black hole has long been cause for dispute between marketing and sales teams. Marketing will argue it has generated leads and passed it to sales. Sales will complain that leads aren't qualified. If this sounds like your organization, it's time to break down artificial departmental walls and work together on lead processing, qualification, follow-up, nurturing and processing so you can convert more leads into customers. With this white paper, you will learn five keys to improving lead management to win more deals.
Who should read: Sales managers and executives seeking to improve lead management. |
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| 3 Keys to Preparing for CRM Success | Successfully implement best practices in CRM |
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In this white paper, Maximizer Software's consultants will share their insight, based on years of working with businesses of all sizes to successfully implement best practices in CRM. Learn how to establish project leadership, create a successful implementation roadmap, and work with staff to facilitate user adoption and positive change.
Who should read: Sales managers and executives seeking to improve business productivity and sales effectiveness. |
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| 4 Steps to Monitoring Team Performance | Accelerate Sales & Improve Customer Satisfaction |
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As a strategic business initiative, customer relationship management (CRM) software is designed to help companies accelerate sales while enabling staff to keep every customer satisfied. But your software is only as good as your business processes, and your processes are only good if employees are adhering to them. So monitoring your team's performance and tactical execution becomes critical - not only to the success of a CRM implementation – but to the growth and success of your business.
In this report, you will find four key steps to monitoring your sales and customer service teams in order to ensure they are on a path to success - to accelerate sales and improve customer satisfaction!
Who should read: Sales managers and executives seeking to improve business productivity and sales effectiveness. |
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| Financial Whitepaper | Building Profitable Client Relationships |
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Financial firms are challenged to meet new client acquisition targets while exceeding the expectations of current clients. To outstrip the competition, firms need to understand clients and potential clients better than competing firms. CRM is designed to help firms personalize the investing experience - tracking not simply the products held by a client but also their complete history with the firm, relationships to other investors or brokers and products held in competing organizations.
In this white paper, you will gain knowledge to create a consistent client experience that is beyond reproach and ultimately secure a higher proportion of each individual client's assets available for management.
Who should read: Financial Executives, CRM project managers and business managers evaluating CRM solutions. |
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| Business Agility Series Report I | Win New Customers - A Four-Phase Approach to Sales Success |
Competition is tough. Today's top organizations are more nimble and better equipped to win new customers. How is your company going to win more customers as each customer relationship becomes more valuable? With this CRM spotlight from Maximizer Software's Business Agility Series (Report I), understand how to adopt a Four-Phase process using sales best practices to boost your bottom line and remain competitive, including:
- Walking away from the losing propositions while focusing your sales time on qualified opportunities
- Creating a win-win situation for your sales staff and your customer
- Identifying buyer motivations and building credibility
- Critical skills required for sales people to compete in today's world
Who should read: Sales managers and executives seeking to improve sales effectiveness |
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| Business Agility Series Report II | Business Intelligence - The Key to Optimizing Sales, Marketing & Bottom Line Results |
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Creating actionable business intelligence is a key success factor for any company wanting to boost their performance to new levels. Companies of all sizes face cut-throat competition and need every tool they can get their hands on to increase marketing efficiency, improve sales effectiveness, and strengthen customer relationships in a cost-effective way. With this CRM spotlight from Maximizer Software's Business Agility Series (Report II), learn how to create actionable business intelligence with a customer relationship management (CRM) solution and be empowered to:
- Make informed decisions about which marketing campaigns work best
- Quantify performance of sales representatives and coach them by determining specific areas where improvements are needed
- Increase customer retention
- Determine the best ways to cross-sell and up-sell existing customers
- Capture customer insights into how products and services can be enhanced and create a feedback loop for customers
Who should read: Business managers and executives seeking to improve the bottom line performance of their business. |
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| Collection of Case Studies | How 5 Companies Increased Revenue and Profitability with Maximizer |
| Realigning a company's employees and processes to focus on customer satisfaction is not always easy. The sales department is focused on closing deals, the marketing department is focused on generating leads, and the service department is trying to pull in their own revenue - so who's job is it to care about the customer? It's everyone's job.
For these companies, having the leadership to create a customer-focused business strategy and corporate culture was the first step. Redefining processes and providing staff with the tools to service the customers was the second step.
Learn how Senior Flexonics Pathway, Wilden Pump & Engineering, Ipsos-Reid, The Oxford Princeton Programme, and Connect Tech are winning with a customer-focused culture, redefined business processes, and CRM software tools.
Who should read: Executives, CRM project managers and business managers evaluating CRM solutions. |
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| Collection of Case Studies II | How 5 Companies Increased Sales & Improved Productivity Using CRM Software |
| CRM is about creating relationships that yield maximum value over the entire customer relationship by selling, marketing, and caring for customers based on their specific needs and preferences. Leading companies are redefining and implementing customer-facing processes in CRM software to build profitable customer relationships and stay competitive.
In this white paper, learn how the following companies in various industries were able to build their processes inside Maximizer Enterprise in order to improve productivity and in turn, meet their sales revenue and growth objectives:
- W&O Supply, Inc. (manufacturing)
- Scotia McLeod (financial services)
- Dolphin Software (high-tech)
- Mathusek (manufacturing)
- StemCell Technologies (bio-tech)
Who should read: Executives and sales managers seeking to increase sales and improve sales rep productivity. |
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Phone 1-800-800-610 or e-mail for more information or to request a demonstration.

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