QuoteWerks Integration to Maximizer CRM
Integration OverviewThis video walks through the available features in the integration between QuoteWerks and Maximizer CRM Live.
QuoteWerks integrates with both Maximizer CRM Live (Cloud) and Maximizer CRM On-Premise (self-hosted / "your cloud") installations.
Maximizer CRM supported versions include 17.2, 17.1, 17.0, 16.2, and 16.1.
Looking for the QuoteWerks integration to Maximizer Desktop?
RequirementsThe QuoteWerks integration to Maximizer CRM Live is only available in the Corporate Edition of QuoteWerks.
QuoteWerks Searches Maximizer CRM for Contacts
From the Sold To / Ship To tab of the QuoteWerks quote workbook, you can search Maximizer for a Company, Individual, or Contact.
QuoteWerks Creates/Updates Opportunities in Maximizer CRM
When saving a quote, QuoteWerks automatically creates an Opportunity in Maximizer CRM Live. When you are in Maximizer, you will see the sales opportunities and their sale amounts for each quote you have created for this contact. The Opportunity feature is very useful in determining your projected cash flow.
QuoteWerks Creates Document Links in Maximizer CRM
When saving a quote QuoteWerks automatically creates link a document under the Documents tab in Maximizer that links to the quote you are saving. When you are in Maximizer and select the Documents tab, you will see all the quotes that you have done for this Maximizer contact. You can even double-click on the document links, and QuoteWerks will open and display the quote the link refers to. This feature is very useful for organizing and finding your quotes from within Maximizer.