Integrate Maximizer CRM
How CyTrack Integrates with Maximizer CRM
Maximizer CRM Supported Version: Desktop versions 9, 10, 11 and 12
CyTrack software integrates seamlessly with Maximizer for rapid enrichment of the overall customer experience.
As well as turning Maximizer CRM into a powerful communications platform with account and contact popping, click-to-dial and caller lookup, you can automatically update your CRM with things like voice recordings, notes and history.
If you use Maximizer CRM, you should see the Maximizer CRM integration feature list below for more information. We'll be delighted to answer any further questions you may have simply get in touch using your preferred contact method (details under the feature list.)
About Maximizer CRM
Maximizer Software delivers Customer Relationship Management (CRM) software / Customer Management Software and professional services to meet the needs, budgets and access requirements of entrepreneurs, medium and small businesses and divisions of large enterprises.
Simple, easy-to-use and affordable, Maximizer CRM enables companies to mobilize their workforces through all-access Online, Mobile and Desktop delivery methods. Easily configurable for organizations in any industry, Maximizer CRM optimizes sales processes, enhances marketing initiatives, and, improves customer service to ultimately boost productivity and revenue. Maximizer Software has sold over one million licenses to more than 120,000 customers since 1987.
Features of CyTrack's integration with Maximizer CRM
Click to dial
Allows user to click on a number in the Maximizer CRM contact fields and CyDesk will dial the number.
CyDesk can lookup the Maximizer CRM database based on the Caller ID and can show the Maximizer CRM contact details (& account/company if applicable) in CyDesk.
CyDesk can tell Maximizer CRM to display a contact record from either the name or number search.
CyDesk can tell Maximizer CRM to display an account record from either the name or number search.
User can select search in CyDesk and enter name details and CyDesk will search Maximizer CRM and display a list of matches, the user can select the contact from the list and pop the record, dial one of the contact phone numbers as listed in the Maximizer CRM contact record, and also optionally send an SMS if CySMS is installed.
Log call history
CyDesk can optionally store details of the call in the Maximizer CRM contact history – includes the date, time, call type (incoming or outgoing), Caller ID and call duration.
Attach voice recordings
CyDesk can optionally store a URL to the location of the voice recording file in Maximizer CRM. Note the user has to enter a username and password to play the recording and access can be controlled by the CyTrack security manager.
Log call notes
Notes entered into CyDesk during the call can be stored in the Maximizer CRM contact history together with the call history.
Want to know more about CyTrack's integration with Maximizer CRM?
Get in touch using your preferred contact method below, and one of our friendly team will be delighted to answer all your Maximizer CRM integration questions...