Max CRM- CRM Software | Customer Relationship Management | Software Development | CRM Solution India | CRM Software Development in Delhi, Noida ,NCR, India.

         +91-9911855726

    +91-120-4210022

    +91-9999022407

Product .................

MLM Max Neon E-School Management Max HRMS Max Invoice Maxtra Shop E-College Management I-DMS Max CRM Event Maxpro Hotel Management System Hospital Management System

Our Products.........

Max CRM

Reporting

Reporting turns data into actionable information. Managers can monitor business performance across the entire business with reporting tools on Marketing Analytics, Sales Trends, Case Reports, and Customer Profiles. Dashboards can be customized to meet.

The individual roles of users or to track key metrics across the organization. Underlying each report is actual data, so managers can drill down and explore the data impacting their business.

Sales Trends

Maxtra drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

Impact
* Share sales data across individuals and teams
* Focus attention on the most profitable deals
* Bring new sales representatives up to speed
* Present effective presentations and proposals to customers
* Monitor quota progress and business performance

Marketing Analytics

Maxtra closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.

Impact
* Create and execute campaigns across marketing channels
* Captures leads directly into CRM System
* Measures return on investment of campaigns

Case Reports

Maxtra Case Reports monitor customer problems and how well your customer support team is solving these issues. Case Reports can be used to measure open cases by time period, support representatives, priority and entitlement. With Sugar Case Reports, managers gain a better view into the satisfaction of its customers and the performance of the support organization.

Impact
* Monitor the effectiveness of case responses
* Identify and prioritize customer problems
* Measure how issues are resolved across individuals and teams

Dashboards

Sugar Dashboards provide employees and managers real-time information about leads, opportunities and accounts. Define access based on user profile and expose the information employees need to know to get their job done. Automatic consolidation of sales data from across teams reveals the information executives needs to drive performance across their business.

Impact
* Present user-specific information about sales opportunities and    progress
* Consolidate sales information from across the business for    executives
* Customize charts and reports based on key metrics
* Drill down on charts to understand account progress and individual    performance

Customer Profile

Maxtra Reporting provides a better understanding of who your customers are. Reports and dashboards show customer profiles by industry, geography, company size, product assets, revenue and other important attributes. By gaining a better understanding of customers, companies can better manage existing relationships and build new ones.

Impact
* Understand your customer base and how it changes over time
* Parse by industry, revenue, time, geography, and other attributes
* Deliver relevant reports based on concrete data

Marketing Automation

Maxtra closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.

Multi-Channel Campaigns

Maxtra Multi-Channel Campaigns centralizes the development, execution and monitoring of campaigns across multiple channels. With Sugar campaign management, companies achieve better visibility into the effectiveness of marketing spend.

Impact
* Provide detailed views into campaign effectiveness across marketing    and sales stages
* Define campaign routing and approvals to ensure buy-in across the    organization
* Benchmark campaigns to understand which campaigns produce the    most revenue

Campaign Wizard

The Maxtra Campaign Wizard simplifies the process of creating a campaign by walking users though a simple process that gathers all the information needed to execute a campaign. The Campaign Wizard gathers information about the marketing channel, target, program dates, budget, expected revenue and offer to ensure that campaigns are effective and measurable.

Impact
* Simplifies campaign design, execution and tracking
* Ensures proper testing, suppression, and list management
* Offers real-time activity and ROI reports

Email Marketing

With Email Marketing, Maxtra allows marketing managers to identify the correct target for a given campaign, design offers that convey the brand identity of the organization, and track the response rates once a campaign is executed.

Impact
* Ensure campaigns are brand consistent and coordinated across customer channels
* Monitor campaign execution to ensure offers reach the targeted audience
* Track and assign opportunities to campaign leads
* Control opt-in and opt-out lists

Web-to-Lead Forms

Designed for non-technical users, Maxtra Web-to-Lead Forms simplify the process of capturing leads into your CRM system. By embedding a customizable form within customer-facing web sites, Web-to-Lead forms directly import campaign responses into Sugar. Marketing professional can designate what kind of information they would like to capture in each form to ensure useful information is handed off to sales people for follow-up.

Impact
* Automate lead import from Web into SugarCRM
* Reduce the need for technical resources in creating web forms
* Presents all fields and values from the Leads module
* Offers design flexibility and lowers IT time in marketing support

Lead Management

Maxtra's Lead Management gives marketing professionals the tools to manage prospects and existing customers. Qualify and track leads from multiple campaigns and hand them off to the correct sales representative. Ensure prospects lists are valid and marketing offers are coordinated. With Sugar lead management, companies have the tools to populate the pipeline with more qualified leads.

Impact
* Segment leads based on the attributes that drive your business
* Automatically capture and assign leads across multiple channels
* Convert leads to opportunities and ensure appropriate follow-up

Marketing Analytics

Maxtra Marketing Analytics allows companies to measure the effectiveness of marketing campaigns from the initial offer to a closed sales opportunity. Managers can asses the effectiveness of marketing campaigns relative to budget, channel, expected revenue and win rate to gain a full picture of how marketing programs impact the sales pipeline.

Impact
* Understand the ROI of marketing programs
* Track which channel is most/least profitable
* Replicate successful campaigns in a few simple steps

Sales Force Automation

Maxtra drives sales performance by allowing sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our mobile solutions and collaborate through integration with Microsoft Outlook and other groupware applications.

Opportunity Management

Maxtra Opportunity Management allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customize Sugar to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.

Impact
* Share opportunity information across individuals and teams
* Increase sales productivity through standardized sales processes
* Ensure effective opportunity handling through collaboration and workflow
* Tailor sales methodologies to meet your business needs

Contact Management

Maxtra Contact Management consolidates contacts into a single location and associates accounts with sales opportunities, account information and customer case information. Proven import and de-duplication technology ensures that companies have a clean, consistent view of customers and relationships.

Contact Imports
Import contacts from a variety of data sources in a few simple steps. Maxtra supports data transfer formats for Salesforce.com, Act, Microsoft Outlook, Excel and CSV formats.

De-Duplication
Automatically ensure good data quality through de-duplication checks which scan for similar contact records upon import.

Record Merge
Merge similar records in a few simple steps. With record merge, companies can combine information from multiple records to create a single master, reducing duplicate contacts while increasing data cleanliness.

Account Management

Maxtra Account Management capabilities provide a single view of customers across products, geographies, account, and status. In one single page, users see not only account information, but all associated sales opportunities, contacts, activities, history, cases and quotes. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account.

Impact
* Understand account status and relationships
* Improve up-selling and cross-selling opportunities
* Ensure consistent interactions with customers
* Share account information across marketing, sales and support departments

Forecasting

Maxtra Forecasting gives sales representatives and managers the ability to generate accurate forecasts based on sales data in SugarCRM. Managers can create, assign and edit quotas for their team, roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales representatives can take advantage of scenario planning tools to generate high, medium and low forecasts, utilize worksheets to develop accurate commit amounts, and track their sales progress from the Sugar homepage.

Quotes and Contracts

With Maxtra Quote and Contract Management functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes. Quotes and contracts can be delivered to customers via email, Word or PDF. Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts.

Impact
* Generate and present accurate quotes and contracts to customers
* Manage multiple revisions in a single location
* Gain a clearer picture of customer agreements and products purchased

Marketing Analytics

Maxtra Marketing Analytics allows companies to measure the effectiveness of marketing campaigns from the initial offer to a closed sales opportunity. Managers can asses the effectiveness of marketing campaigns relative to budget, channel, expected revenue and win rate to gain a full picture of how marketing programs impact the sales pipeline.

Impact
* Understand the ROI of marketing programs
* Track which channel is most/least profitable
* Replicate successful campaigns in a few simple steps

Plug-Ins for Microsoft Office

Maxtra Plug-Ins for Microsoft Office integrates your CRM data with the Microsoft’s leading productivity tools. With a few simple clicks, Sugar users can sync email, contacts and calendar information into Sugar modules, export data into Microsoft Excel and present CRM data in Microsoft Word.

Impact
* Capture important customers communications within Maxtra
* Export CRM data into Microsoft Word
* Integrate data between Sugar and Microsoft Excel

Customer Support

Acquiring new customers is much more expensive than selling to existing ones. With Sugar customer support, companies have the confidence that customer cases will be handled quickly and effectively. Sugar customer support centralizes customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues. In addition, companies can defray customer support costs with the Customer Self-Service Portal.

Recent Client

Enquire Now

Contact Details

Maxtra Technologies

A-87, 2nd Floor, Sector - 4

Noida (U.P.) 201301, India

Phone: +91-1204210022

+91-1204240022

Fax: +91-1204210022

sales@maxtratechnologies.com

Follow on us

Case Studies

Client
The client is providing the a full range of education, training, and transformation services to companies by conducting executive cours certification courses and coach companies through Learning and Improvement Focused Transformation events.
Business Requirement
The client wants to develop an application to manage the institute’s events in an organized & effective way by facilitating the Administra
tor to create & maintain the institute’s events and inform
ation.

CRM Software, E-Commerce Website, Customer Relationship Management, CRM Solution India, DMS Soluation