Email List Management

Centralized with sales and customer service information, Maximizer CRM acts as email list management software that enables you to create precisely targeted email lists for more personalized direct marketing. Eliminating the need to compile email lists from spreadsheets and various documents, email list management enables you to efficiently extract customer data, sort it by specific criteria, and use it within the Maximizer CRM Campaign Manager. You can also export mailing lists to Microsoft Excel and other file formats.

Benefits of email list management software

• Search and filter customer data by specific criteria to create segmented email lists for targeted, relevant, personalized marketing messages by email, print, or fax
• Save searches in static favorite lists or dynamic search catalogs for use in future campaigns
• Create personalized views of lists to see the specific data fields you need to review
• Employ list rentals, event lists and mailing houses by easily importing and exporting lists in Excel®, CSV, ASCII or XML format.Manage opt-in and opt-out lists and handle unsubscribe requests
• Leverage lead generation channels, such as your website, to capture information directly into Maximizer CRM.
• Reach the most appropriate contact within a company by leveraging Jigsaw’s community-built contact lists, by importing contact information directly into Maximizer CRM
• Provide customers with opt-out links in email campaigns that automatically update their account record.
• Count on system-enforced do-not-solicit fields to comply with anti-spam legislation
• Avoid the risks and costs associated with third-party email service providers and tightly manage your own lists, including opt-in and opt-out requests.
• Quickly respond to leads from information requests, online surveys and event registration with automatically generated follow-up tasks and/or a scheduled series of follow-up emailsⁱ.
  
  i. Requires Workflow Automation, powered by KnowledgeSync, an add-on product with additional license fees.

Email Marketing

Manage and execute professional, targeted, email marketing campaigns with Maximizer CRM Marketing Automation and built-in email campaign engine to communicate with customers and drive sales leads to increase revenue. Track response and calculate ROI to determine what’s working, to ensure your marketing dollars are spent wisely.

• Provide your marketing team with the option of full online marketing campaign functionality, including setup, tracking and robust reporting through Windows Desktop or Web Access.
• Send professional, targeted, email marketing campaigns in HTML and plain text
• Create and apply HTML email templates within Maximizer CRM with merge fields, formatting toolbar and support for embedded images.
• Schedule multi-phase campaigns that are sent automatically
• Generate sales leads through web forms and email and/or phone response
• Schedule a series of personalized, dynamic email messages automatically send as follow-ups to downloads and registrations, based on prospect or customer actions and profiles
• Gain insight into campaign response and ROI through detailed metrics and reporting to refine your campaigns
• Use Action Plans, to schedule lead follow-up on activities, assign tasks, and track resources to specific projects
• Receive notification of email bounce-backsⁱ
• Send an unlimited number of emails at no cost to your organization! Use your own email server to eliminate heavy 3rd-party service provider costs
  
  i. Requires Workflow Automation, powered by KnowledgeSync, an add-on product with additional license fees.
  

Marketing Campaign Management

Maximizer CRM's built-in marketing campaign management tool makes it easy to set up, monitor and measure the ROI on automated email campaigns and manage processes for traditional fax and print direct marketing campaigns. Helping you drive and nurture leads to feed the sales pipeline.

Benefits of marketing campaign management

• Generate targeted lists and send HTML and plain text email, fax and printsⁱ campaigns to customers and prospects via Maximizer CRM's built-in Marketing Campaign Manager
• Easily determine your ROI on each marketing campaign by calculating lead conversion rates and measuring sales results.
• Fine-tune your campaign tactics with insight gained from a snapshot or detailed view of campaign performance — including email open and click-through rates, plus status of leads and sales opportunities.
• Run detailed marketing reports and export them to Excel with one click, incorporating the metrics and ratios that enable comprehensive assessments of your campaigns.
• Stay advised of campaign progress with real-time mobile dashboards displaying metrics on your smartphone.
• Stay on top of the leads in the sales pipeline with automated reports sent to managers or alertsⁱⁱⁱ triggered by critical performance indicators, such as leads with overdue follow-up.
• Schedule a series of personalized, dynamic email messages based on prospect or customer actions and profiles.
• Plan and direct multiple projects and teams by using Action Plans to assign tasks, stay on schedule and track resources to specific projects.
  

Web Marketing

Web marketing using Maximizer CRM's Marketing Automation allows you to maximize the lead-generation potential of your web site though CRM web lead capture - importing leads captured through a web form directly into Maximizer CRM.

Maximizer CRM includes an easy-to-use, wizard-driven web form creation tool that guides you through the process of creating an online marketing form. Web marketing is easily automated so customer records are created and leads are automatically assigned to the right sales person for follow-up and closing. Boost your online marketing ROI with web marketing through Maximizer CRM!

• Create quick, professional web forms to capture any data fields you require
• Customize the form with your company’s branding and graphics
• Use web forms for lead capture, event registration, online surveys, and more
• Import records created from the web form directly into Maximizer CRM
• Assign leads to the right sales person for follow-up and close
• Maximize the lead generation potential of your web site
  
  i. Requires Workflow Automation, powered by KnowledgeSync, an add-on product with additional license fees.
  
  ii. Trigger alerts and reports require Crystal Reports Server or Workflow Automation — both add-on products with additional license fees.