Get a full 360° view. Maximize customer satisfaction.
Capitalize on the wealth of information stored in your QuickBooks accounting system. Maximize the productivity of your sales and service staff with access to customer financial data directly through Maximizer CRM. Link customer records with QuickBooks to reduce redundancies, provide a 360
° view of customer information, and maximize customer satisfaction.
Service customer efficiently and effectively
- Give frontline staff immediate access to customer financial data to answer questions faster.
- View your customers' accounting information from one simple interface in Maximizer CRM.
- See credit limit, balance, and overdue accounts at a glance, saving time and better serving customers.
Deliver accurate quotes
- Provide customers with accurate, timely quotes by retrieving up-to-date prices and inventory levels from QuickBooks.
- View the status of a customer's unpaid invoices before quoting on a new order.
Completely integrate accounting information with customer history.
- Save time creating quotes and entering invoices by working from one screen in a customer's record.
- Automatically save a complete history of transactions to the customer's record.
- View and create purchase order for your suppliers.
Monitor critical business activities and respond to opportunities
- Set up automated messates to customers when their order ships.
- Send an email to the account manager when customers with a pending sale is put on credit hold.
Deploy and link quickly
- Match and link Maximizer CRM customer records to your QuickBooks database with one click.
- Maintain accuracy and quality of your data by setting up view-only security rights.
- Show information at-a-glance by linking QuickBooks fields with Maximier CRM custom fields using the Customization Suite.