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Dataplan Systems integrates Maximizer CRM with numerous products, which allows quicker response to customers, sales targeting based on spend history, and up-to-date information regarding accounts receivable and accounts payable.

 MaxAttach

MaxAttach automatically updates data between your accounting systems, and other external databases, and Maximizer. User-defined fields are created which then allow you to act on various accounting results.

For example:

  • sales staff can see customers that are on credit hold, and take immediate action to correct that
  • marketing staff can search Maximizer for all customers that haven't purchased in the last 12 months
  • accounts receivable staff can search to see all customers with 30 day terms that have balances in 60 and 90 days

Current databases MaxAttach interfaces with:

  • Attaché
  • PBS
  • FMIS
  • MYOB

For more information, download the brochure.
Download MaxAttach
Download full MaxAttach Help

 
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