SETUP & CUSTOMIZATION
Wintec Group makes Maximizer setup easy. We'll help you customize your CRM to suit your business needs.
HASSLE-FREE CUSTOMIZED CRM SETUP
from our fully-trained customer service team.
Included in this first step, we:
- Check system requirements
- Apply any configuration settings agreed in our design phase (e.g security permissions).
- Ensure the Maximizer database is being backed up.
The installation of Maximizer is a consultative process that includes:
- business and goals analysis
- database design
- data migration
We'll connect your CRM to your business apps and make sure everything is integrated.
- Configure email integration with Outlook and Word
- Customer, Partner and Custom Portals
- Integrate Maximizer Add-ons such as MailChimp Integration or Hubspot Integration
Tools that integrate with Maximizer to help boost your sales, marketing and business development growth.
"We have been thrilled with the progress we have made through the Maximizer/Wintec partnership."
Alta Capital has been using Maximizer for many years and recently implemented a workflow system utilizing the Customer Service functionality. Prior to implementation, we were only using the Address Book feature, which did not give us a full picture of client requests and communications. We were not taking advantage of everything Maximizer has to offer. Implementing the workflow has allowed us to enhance client data by linking requests directly to the client, giving us greater insight into communication and client habits.
Deborah Holmes, Senior Operations Associate, Alta Capital