Maximizer CRM Editions - Which is Right for You?
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| User Features | Enterprise Edition |
Professional Edition |
Group Edition |
Entrepreneur Edition |
| Who's it for | Advanced CRM for medium-sized businesses | Full-featured CRM for small and medium businesses | Full-featured CRM for small businesses | Contact manager for entrepreneurs |
| Minimum # of Users | 10 | 5 | 1 | 1 |
| Maximum # of Users | Unlimited | Unlimited | 15 | 10 |
| Maintenance Program | Required | Required | Optional | Optional |
| Technical Support Included | Included | Included | Optional | Optional |
| Access Options | ||||
| CRM for iPhone® | Wireless Web Access |
Wireless Web Access |
Wireless Web Access |
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| CRM for BlackBerry® | MaxMobile | MaxMobile | MaxMobile | MaxMobile Lite |
| CRM for Windows Mobile | MaxMobile | MaxMobile | MaxMobile | MaxMobile Lite |
| Web Access |  |
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| Windows Desktop Access | |
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| Remote Synchronization | |
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| Wireless Synchronization | |
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| Wireless Web Access | |
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| Palm OS Synchronization | MaxLink | MaxLink | MaxLink | MaxLink |
| Sales | ||||
| Sales Force Automation | Advanced | Standard | Standard | Basic |
| Sales Executive Dashboard | |
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| Sales funnel reports | |
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| Lead Summary reports | |
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| On-demand sales coaching | Add-on | Add-on | Add-on | Add-on |
| Opportunity management | Advanced | Advanced | Advanced | Basic |
| Sales Action Plans | |
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| Territory management | |
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| Opportunity management | |
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| Real-time Alerts | Available | Optional | Optional | Not Available |
| Lead status alerts, changed forecast, and won/lost deals. | |
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| Account management | |
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| Interactive organizational charts | |
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| Quote management | |
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| Partner Relationship Management | Add-on | Add-on | Add-on | |
| Lead management and routing | |
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| Sales forecasting | |
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| Sales process methodology | |
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| Marketing | ||||
| Marketing Automation | Advanced | Standard | Standard | |
| Email campaign respondent lists | |
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| Campaign ROI calculator | |
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| Lead Summary reports | |
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| Marketing Action Plans (project management) | |
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| Automatic Campaign Subscriber Removal * | |
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| Customer Service & Support | ||||
| Customer Service | Advance | Standard | Standard | |
| Customer Service Executive Dashboard | |
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| Overdue case, case billing, other reports | |
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| Case creation based on incoming email | |
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| Case management (routing, queuing) | |
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| Case resolution | |
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| Knowledge Base | |
Add-on | Add-on | |
| Real-Time Alerts | Available | Optional | Optional | Not Available |
| Email Monitoring and Automatic Replies | |
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| Service Billing | |
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| Customer self-service | |
Add-on | Add-on | |
| Business Productivity | ||||
| On-Demand Professional Coaching | Add-on | Add-on | Add-on | Add-on |
| Customer & Prospect Action Plans | |
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| My Work Day (Customizable Home Page) | Advanced | Advanced | Advanced | Basic |
| Email, Tasks and Calendar Integration with Outlook | |
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| Email, tasks and calendar integration with Exchange Server | Add-on | Add-on | Add-on | |
| Maximizer toolbar in Outlook | |
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| Import/export in standard formats | |
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| Support for HTML email | |
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| Industry Packs for High-Tech, Legal, Financial, Real Estate | |
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| Accounting Link for Dynamics GP (formerly Great Plains) | Add-on | Add-on | Add-on | |
| Accounting Link for QuickBooks | Add-on | Add-on | Add-on | Add-on |
| Key user-defined Fields | |
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| Categorized and multi-level user-defined fields | |
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| Mandatory Fields | |
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| Database searching with multiple criteria | |
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| Duplicate record checking | |
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| Calendar with product/category tracking | |
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| Calendar for multi-user collaboration | |
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| Calendar with resource & location management | |
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| CTI (Computer Telephony) integration | |
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| Task management | |
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| Account notes | |
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| Account documents | |
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| Company-wide document sharing | |
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| Letters, faxes with merge fields | |
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| User configuration of views | |
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| Business Intelligence | ||||
| Dashboards | |
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| Reports: Crystal | |
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| Reports: SQL Reports | |
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| Reports: Web | |
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| Workflow Automation | KnowledgeSync Lite | Add-on | Add-on | |
| Partner Web Access | Add-on | Add-on | Add-on | |
| Customer Web Access | Add-on | Add-on | Add-on | |
| Workflow Automation | ||||
| Business activity monitoring & alerting * | KnowledgeSync Lite | Add-on | Add-on | |
| Out-of-the-box queries and events to | Advanced | Standard | Standard | |
| Monitor Business** | Event Pak | Event Pak | Event Pak | |
| Business Process Automation | Add-on | Add-on | Add-on | |
| Automatic Report Distribution | Add-on | Add-on | Add-on | |
| Email Monitoring and Response | Add-on | Add-on | Add-on | |
| Architecture, Security & Administration | ||||
| Web services | |
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| Meta data layer through interface customization utility | |
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| Customization Suite | Add-on | Add-on | Add-on | |
| Integration with Accounting API | Add-on | Add-on | Add-on | |
| Full & Read-Only access settings | |
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| Field-level security | |
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| Role-based security groups | |
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| Support for Microsoft® SMS for installation | |
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| Administrator-controlled Live Update | |
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| 128-bit cipher public key encryption | |
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| Administration reports | |
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| Record global editing | |
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| Windows Authentication Only for SQL Server | |
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| Single Sign-On for Windows Desktop Access | |
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| Single Sign-on for Web Access | |
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| Database | SQL Server | SQL Server | SQL Express | SQL Express |
| Microsoft® Technology Support & Integration | ||||
| Works with Exchange Server | Add-on | Add-on | Add-on | |
| Works with Outlook | |
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| Works with Excel | |
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| Works with Word | |
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| Works with FrontPage | |
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| Web Access with Internet Explorer | Option | Option | Option | |
| Accounting Link for Dynamics GP | Add-on | Add-on | Add-on | |
| CRM Vista Gadgets | |
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| Support for SMS for installation | |
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| Built for .NET framework | |
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| Integrates with Virtual Earth | |
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| Support for SQL Server | |
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SQL Express | SQL Express |
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