Maximizer Cloud 2023.7 Release Notes
Base Edition
The main highlight for all our Cloud customers is the new Native Maximizer Connect Outlook 365 application. A fresh new look to elevate your communication and productivity with your favorite email application.
This is a new web-based application that will allow you to do the following:
- Create contacts; leads or organizations in Maximizer from an email
- Save email messages to Maximizer entries.
- Create tasks; appointments; call interactions and notes in Maximizer
- Create opportunities in Maximizer from Outlook email messages
- Search for and add Maximizer entries as recipients of outgoing emails in Outlook
- Get current information of upcoming activities
- View a timeline of historical events on contacts
- Retrieve current details on your customers and prospects
- Displays opportunity totals on contacts for deals that are currently being worked as well as won deals.
Head to the App Directory to install the new Maximizer Connect Outlook 365 today. Here's a 1-minute video on how to do so.
We will continue to elevate the Outlook experience; so stay tuned for more updates!
App Directory
Please welcome the addition of 10 new Zapier and 1 new Partner integrations to the App Directory:
- Zapier: PandaDoc; DocuSign; Proposify; Qwilr; Ignition; GetAccept; Jotform; Better Proposals; Mailchimp
- Partner: Leadinfo
Visit the following URL below to see the type of Zaps you can apply to your Maximizer workflow:
Ex: https://zapier.com/apps/maximizer/integrations/pandadoc
Replace PandaDoc in the URL with any of the apps above to see the types of actions that can be applied to your favorite apps.
Sales Leader Edition
A couple of enhancements to Sales Leader Edition to enhance the overall experience and navigation:
- Opps Viewer - Move a card to columns outside the screen
- Opps Viewer - Open AB entry details
- Activity Tracker - Allow moving the view of interactions and activities to next or previous three weeks
Sales Intelligence
For this month; the Intelligence team focused on updating the Sales Intelligence back-end and the ETL layer. Most of these changes are invisible to users; however it allows us to continue building new dashboards and new widgets.
- General Changes:
- All dashboards are now using "Corporate Currency"; that means that all dashboards are using the System Corporate Currency; instead of the "Transactional Currency".
- Updated all dashboards to "Filter" data when the user choose an option from the filter; before it was only "highlighting" in yellow.
- Sales Reps Report
- Updated the old Quota widget to reflect the new "Revenue Targets" data
- Changed widgets headers based on feedback
- Sales Targets
- Added description to all widgets to explain what they are calculating and how
- Sales Management
- Removed old "Quota" widget and replaced it with the "Sales Funnel".
- Added 2 new widgets for "Won Revenue" by Products and Categories.
- Won Revenue by Products: This KPI provides Sales Leaders with a breakdown of revenue generated by each product in their portfolio. It allows them to analyze which products contribute the most to their overall revenue and identify potential areas for growth or improvement. By understanding the revenue distribution across different products; Sales Leaders can optimize their sales efforts by focusing on high-performing products or identifying opportunities to increase sales for under-performing products.
- Won Revenue by Categories: This KPI provides Sales Leaders with a breakdown of won revenue based on pre-defined categories; which can be derived from a specific product attribute. It allows for a more detailed analysis of revenue performance within different categories. Categories are considered a sub-field from the Products. Meaning that Product is the parent field and categories are the children. Ex: Product: Hard Disk Drive; Categories: SSD 256GB; HHD 1TB; and USB 16G.