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Maximizer CRM Integration

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Maximizer CRM Integration

Are you looking for a Maximizer CRM integration solution to integrate Maximizer CRM with another cloud-based or on-premises business system or web service, e.g. ERP, MRP, WMS, eCommerce web store or vertical business solution? Or are you looking for a customisable business process automation platform to improve employee performance, drive company revenue and increase the visibility of critical customer information?

Codeless Platforms’ drag and drop Maximizer CRM integration solution provides you with the ability to quickly and easily integrate Maximizer CRM with other cloud-based or on-premises business systems and applications to automate essential business processes and include Maximizer CRM users in workflow processes that start outside of the solution.

Maximizer CRM Integration Brochure

Maximizer CRM Integration Brochure

Learn how integrating Maximizer CRM with on-premises or cloud-based business software, e.g. ERP, will eradicate repetitive, bi-directional data entry, remove the risk of costly errors and significantly improve the visibility of critical data.
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Maximizer CRM Integration Scenarios and Benefits

Maximizer CRM Integration Features and Capabilities

  • Accounts: Automatically update organisation details, new and existing customer contact information, from Maximizer CRM into your ERP system and synchronise contacts created from your ERP system to Maximizer CRM.
  • Opportunities: Automatically update your ERP with deals created in Maximizer CRM.
  • Opportunity Status Updates: Automatically update opportunity status updates in your ERP system when a Deal is converted to Won in Maximizer CRM.
  • Opportunities created in ERP: Automatically synchronise opportunity status updates made in your ERP system with Maximizer CRM.
  • Product Updates: Automate the synchronisation of Products, including product name, SKU and price, between Maximizer CRM and your ERP system.

    • Common Maximizer CRM integration scenarios often implemented by BPA Platform users include:

    • ERP integration, e.g. SAP Business One, Microsoft Dynamics, Sage, SYSPRO, Access Dimensions etc.
    • Including Maximizer CRM users in workflow processes that start outside of Maximizer CRM, e.g. Account placed on hold within an ERP system
    • eCommerce integration, e.g. Shopify, BigCommerce, WooCommerce, Magento etc.
    • Integration with marketing automation platforms, e.g. HubSpot, MailChimp, Spotler, dotdigital etc.
    • Single and multilevel workflow approvals
    • Integration with bespoke or industry specific applications
    • Microsoft Exchange integration

    Commercial benefits achieved through integrating Maximizer CRM with your other business systems include:

    • Removal of manual data entry tasks between Maximizer CRM and other business systems
    • Increase visibility into customer data
    • Removal of administration errors
    • Removal of duplicate customer accounts
    • Improved decision making
    • Increased ability to drive company revenue streams
    • Improved sales team performance
    • Protect future upgrade paths

    Frequently Asked Questions

    BPA Platform enables organisations to integrate systems and applications quickly and easily, whether cloud-to-cloud or on-premises to cloud, and then automate numerous business processes and tasks. It reduces system integration development times and costs, and can support integration with any data source whilst providing the flexibility needed to maintain, configure and adapt data synchronisation, as and when business requirements change.
    BPA Platform can integrate with practically any application, business system or data source via ODBC, OLEDB, Web Services or third-party APIs through our extensive range of connectors and solutions.
    BPA Platform can be installed in the cloud (iPaaS) or on-premises. Compatible with a wide range of databases for cloud and hybrid integration projects, it is rapid to install and configure, with the ability to easily scale requirements.
    A remote data relay system enables seamless connectivity between on-premises and cloud applications and resources, enabling the transfer of data securely within specific BPA instances without using a VPN. The remote data relay uses end-to-end security with double encryption to fully protect data.
    The introduction of multi-instance architecture to BPA Platform means that cloud and on-premises deployments can have multiple instances of BPA Platform for various purposes, including development, testing, and live environments. Each of these is charged per instance, per month and billed annually in advance. Tasks numbers are mirrored live to test environments for tasks.
    Download Brochure
    Maximizer CRM Integration Brochure

    Maximizer CRM Integration Brochure

    Learn how integrating Maximizer CRM with on-premises or cloud-based business software, e.g. ERP, will eradicate repetitive, bi-directional data entry, remove the risk of costly errors and significantly improve the visibility of critical data.

    Subscription Pricing

    Maximizer CRM Integration

    Software from

    BPA Platform

    Starts from

    £175

    2100
    Per month
    Billed annually
    Configuration day(s) required subject to requirement.

    Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.

    The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.

    It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.

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