MaxQuoteAssistant

 

Now it’s easy to take advantage of Maximizer’s powerful Opportunity Management and Sales Team functions.

 

Maximizer’s Opportunity Manager is a very effective way of help Sales Managers and Sales staff, manage, forecast and analyse opportunities.

Question: SO WHY DON’T YOU USE IT?

Answer: BECAUSE THERE ARE MORE THAN ONE SCREENS AND STAFF THINK IT’S TOO HARD!

Key benefits of using Maximizer's Opportunity Management function

  • The Opportunity Manager can quickly identify what sales opportunities are hot and identify the ones that need more work. 

  • Sales managers can keep track of forecasted revenue and analyse why sales are won and lost. 

  • When a sales person is asked “what have you got on the go?”, they can get the whole picture with the click of a button! 

  • From the Opportunity Tab in the Address Book Window, all Maximizer’s users can quickly see what Opportunities are happening for a particular client.

 

With the MaxQuoteAssistant system you can easily and quickly

·        Generate a unique quote number (optional)

·        Create a hotlist task ensure the next step of the sales process is scheduled.

·        Create a  predefined quote document with links to Maximizer (optional)

·        Open the Quoting System (optional if MaxQuote Manager is installed)

 

 

 

 

Define which User Defined fields you want captured when the Opportunity is created.

 

 

 

Define how you want the Quote number to be formatted

 

 

 

To create an opportunity, select the clients record from Maximizer's Address book and click on the MaxQuoteAssistant icon on your Maximizer Toolbar.

Users are only prompted to update User Defined fields that you have specified.

 

 

 

Critical fields are mandatory to ensure critical information such as

q       Objective

q       Sales Team

q       Team Leader

q       Revenue

q       Probability

q       Expected close date

q       Next Action (Hotlist task)

 

 

 

 

You can also use MaxQuoteAssistant to manage the Opportunity process.

   

Customisation

Because we have developed this application ourselves, Rapid.CRM can modify the program to meet your specific requirements. Modifications require an additional investment but the result is a system that works the way you do.

 

Investment

$99 per user licence. This does not include installation or configuration.

If you want to order the system or discuss the system in more detail, please call us on 04 3846 9588 or email sales@rapid.com.au.

 

Rapid.CRM

Phone 04 3846 9588

Email sales@rapid.com.au

www.rapid.com.au