Microsoft CRM Integration

Small to medium-sized businesses with a Microsoft^® technology foundation can integrate the strength of the familiar backbone and applications alongside the simple, accessible, adaptable Maximizer CRM solution. Built for the Windows platform and leveraging the .NET framework and SQL database, Maximizer CRM integrates the flow of information between a centralized CRM database and Microsoft applications such as Outlook^®, Office and Dynamics™ GP.

Microsoft Outlook and CRM Integration

• Integrate Email: View your Outlook messages inside Maximizer CRM and automatically, then save to customer records – no copying and pasting
• CRM Access in Outlook: Use the Maximizer Toolbar inside Outlook for one-click saving of emails to customer records in Maximizer CRM
• Access Contacts: Use email addresses from both Maximizer CRM & Outlook address books for email distribution. Synchronize contacts to Outlook and vice-versa to store a subset of customer records
• Synchronize Calendars and Tasks: Stay on track with two-way synchronization of Maximizer CRM & Outlook calendar and task modules
• MaxSync for Microsoft Exchangeⁱ: Set-up meetings and keep track of appointments when some people work in Maximizer CRM and others work in Microsoft Outlook & Exchange

Microsoft Office and Dynamics GP Integration

• Microsoft Word: Personalize proposals, letters, and faxes with any field from your Maximizer CRM customer data
• Microsoft Excel^®: Instantly export data and reports to Excel, and import lists from Excel
• Share Office documents: Save Microsoft Office documents in customer records for electronic history of proposals, quotes and other communications Store other documents in a central repository for staff to reference and email
• Microsoft Dynamics GP: Integration provided out-of-the-box with Accounting Link for Dynamics GP , provides a 360° customer view that pulls transactions, invoices, quotes, purchase orders directly into Maximizer CRM

Integrate with the Power of Microsoft Technology

• Web Access : Access information online and perform every day customer-facing processes with Maximizer CRM and Internet Explorer
• Windows Mobile Access : Maintain productivity of remote staff with synchronization to Windows Mobile Pocket PC and Smartphone devices using MaxMobile, or use Pocket Internet Explorer with Wireless Web Access for online, real-time information

Maxmimizer also support the following Microsoft CRM integration possibilities:

• Internet Explorer for Web Access
• SQL Server Database (Professional and Enterprise Editions)
• SQL Express (Group Edition)
• Systems Management Server (SMS)
• Windows single sign-on and user authentication
• Microsoft Virtual Earth for global maps and directions
• Microsoft Internet Information Services (IIS)
• Customization programming languages: Visual Basic^®, Visual Basic .NET, C+#, Visual C++^®