Implement a Quote Management Module in Maximizer
There is no feasible way to create quotes in Maximizer, which is losing us potential customers. A company who uses Maximizer should be able to create a quote based on a product catalogue that actually connects to the Opportunity Management System rather then an unsupported/old order desk solution that is not a fitting function.
We have launched several integrations with Accounting and Quoting applications that allow you to enter the contact information once in Maximizer CRM Live and then have it appear in your preferred quoting app, and then in Maximizer CRM LIve be able to see the quotes and invoices that were created. More integrations are coming to Maximizer CRM Live and are accessible through the App Directory.
Additionally, there is an excel based quoting tool that allows you to customise your quotes as needed.
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Tim Smith commented
I have used Maximizer and quotewerks for almost a decade. The integration of quotewerks to Maximizer is not as robust as other CRMs, but, if one of the two companies would improve the integration it would be a great solution. At present you can pull the contact into QW from Max. You can save the quote back which creates a link to the quote. BUt it would be great if the integration created an opportunity and followup.
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Jenny Carey commented
I have voted for this, and commented on a similar suggestion: http://suggestions.maximizer.com/forums/123601-feature-suggestions-for-maximizer-crm/suggestions/2244897-inventory-product-catalog?tracking_code=ee6db2725759150aa128108b3dc814c1 which is "Under Review"
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David Asher - Avrion commented
Pretty much all CRM systems these days have the ability to add products to an Opportunity entry to build up the basis for a quote.
These solutions will also be able to produce a quote document based off this data.QuoteWerks is all well and good, but it will never work with the web based Maximizer solution and its current integration with windows based Maximizer is limited that it only can save a Quote to the Documents tab of a Company entry, not an Opportunity.
Having spoken to the UK reseller of QuoteWerks some months ago there were very interested in talking with Maximizer to improve its integration.
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Have you considered using QuoteWerks?