Remote CRM Data Synchronization

Bring remote office team members into the fold for real-time collaboration with MaxExchangeⁱ, the Maximizer CRM data synchronization option that provides online and offline access to remote workers. From the moment a remote team member logs in, MaxExchange automatically uploads that individual’s updates to the main database, and synchronizes the most recent information from headquarters. Staff in the field maintain productivity by doing virtually everything a staff person in the office would do.

Benefits of CRM data synchronization

1. All the Same Data: Remote users have access to all the same data, modules, and processes that Windows desktop users in the office
2. Right Information – Right Person: Distribute opportunities and action items to appropriate team members, chronologically adjusted to account for worldwide locations and time zones
3. Offline Remote Access: Maximize offline productivity by keeping a copy of records locally and synchronizing CRM dataregularly with the central database
4. Reliable & Secure: CRM data and the synchronization process are secured using 128-bit encryption and tracks transfer status so you don’t have to worry about data theft or loss
5. Easy to use: Remote users can rely on automatic or scheduled CRM data synchronization, or sync with the click of a button over the Internet via FTP, using a WAN connection, or over your email system
6. Fast CRM Synchronization: Filter records by owner and documents by age and size to reduce file transfer size