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Maximizer CRM 12 Winter 2012 Release

Maximizer CRM 12 Winter 2012 Release. Release To Production/Soft Launch: Dec 10, 2012 Marketing Launch: January 2013 Theme : Web Access/CRM Live User Experience Performance of the application User friendliness & smoothness of User Interface

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Maximizer CRM 12 Winter 2012 Release

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  1. Maximizer CRM 12 Winter 2012 Release Release To Production/Soft Launch: Dec 10, 2012 Marketing Launch: January 2013 Theme: Web Access/CRM Live User Experience • Performance of the application • User friendliness & smoothness of User Interface • Make the application easier for new users to learn Other Themes: • Enforcement of software updates for Maintenance customers only • Customization APIs for CRM Live (& Web Access) • Other features based on suggestions.maximizer.com and Key Customer requests

  2. Only Maintenance customers gets New Software Updates • Our own License Enforcement requirement • Create infrastructure to consolidate customer maintenance status from different regions into one database on Azure • Every new Seasonal Update will require a separate software activation. Software activation for the new release can only happen if you are on Maintenance

  3. Product Roadmap GE 12 Update 1 GE 12 Update 3 GE 12 Update 2 GE 12 Update 4 CRM Live Winter 2012 CRM Live – CM ? Entrepreneur 12 CRM Live Summer 2012 / CRM Live Summer 2013 / CRM Live Fall 2013 / CRM Live Fall 2012 / oo o oo o 2012 2013 2014 July RTC April RTC Oct RTC End of Oct RTC

  4. Maximizer CRM 12 Winter 2012Sneak Preview

  5. Customer Evolution • Public Cloud • 15+ users • Public Cloud • < 5 users • On- Premise Web • 5 – 15 Users • 15+ Users • On- Premise Web • Public Cloud • On- Premise Windows • On- Premise Windows • Public Cloud Summer ‘12 Summer‘ 14

  6. Product Evolution Vertical Focus CRM is the core “business” solution Integration Native Tablet Access Performance & UI Improvements Social Media Business Process Marketing Automation Response Rate User Interface Ease of Use API’s & Integration Industry Specific Overlay Customization

  7. Sales & Marketing Evolution Build a “Template” to drive vertical focus Evolve the New & Existing Sales Model Biz Dev Resource Inbound Marketing Fin Svcs, Services, Manufacturing BDR Resource Automation Tools - Hubspot Add Sales Reps Opportunity & Prospect Nurturing Training Services Vertical Marketing Forums LinkedIn Video SEO Consulting Services

  8. Verticals Vision : Template/Overlay intuitive to data capture and data flow Benefit : Segmentation in communication & marketing, specific location in CRM for industry specific information Market : A) Investment Advisors (Canada), B) Services, C) Distribution IA need: Customer centric view including Portfolio Info + Planning Info (account centric view today) Options: Horizontal CRM (Maximizer), Custom App, Vertical App (NexJ, MS, Redtail, etc), CRM feature of Planning or Portfolio application. Gap : A solution that is easy to use, easy to implement & does not blow out resources.

  9. Verticals… contd Why IA : Need CRM to drive business, Need for compliance, Have deep pockets. Why Canada: Evolved transaction processing systems + Brand Awareness + Install Base EstOpp: 100,000+ IA’s, 17000 Financial Planners Next Steps: • Product – Define the solution (leveraging IPC, National Bank, Dundee, etc) • R&D – Build the template/overlay, Interface to Back office application. • Marketing – Start building out relevant content and awareness opportunities • Sales/BD – Find new opportunities and expand footprint at existing sites(Dir of BD position)

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