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MaxUser.book Page 3 Wednesday, January 23, 2008 4:34 PM
Chapter 1
Welcome to Maximizer
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Opportunity Management
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Manage a pipeline of opportunities from lead to close
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Easily forecast revenue and cash flow using one of the many
standard reports
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Quickly schedule appointments, activities, and tasks related to
contacts
•
View and print graphical calendars
•
Integrate with the Microsoft Outlook calendar
•
Schedule pop-up alarms and create prioritized task lists for
yourself and others
•
Use the Peg Board to check other users’ whereabouts
Calendars and Scheduling
Word Processing, Fax, and Email
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Create letters, faxes, memos, emails, stored under each contact
for easy reference
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Mail-merge contact information using built-in or custom
templates for letters, faxes, and email
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Create documents using the built-in Maximizer Word Processor,
or use Microsoft Word or Corel WordPerfect
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Fax your customers
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Send email messages instantly using a VIM- or MAPI-compliant
email client
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Share documents, collateral, marketing projects in the central
Company library
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Profile customers using your unique user-defined fields to
identify trends and similarities
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Monitor market information to achieve and maintain a
competitive advantage
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Create targeted and personalized announcements by letter, fax,
or email, linked to your contacts' records
Marketing