This collection of frequently asked questions (FAQ) provides answers to many common questions about MaxCloud CRM.

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[tab title=”Basics & Getting Started”] [accordion]
[spoiler title=”What is MaxCloud CRM?” open=”0″ style=”1″]MaxCloud CRM is a powerful business productivity solution which is easy to deploy, use and maintain. With its award-winning features, robust platform, easy deployment and affordable monthly subscription model it provides powerful productivity in the cloud. Because it is a cloud-based solution, there is little technical expertise required and no need to manage and maintain complex hardware infrastructure. The result is a cost-effective solution that promises to deliver a quick ROI (return on investment), while freeing your company to focus on its core competencies.[/spoiler]

[spoiler title=”I am new to CRM, what are my options” open=”0″ style=”1″]
There are many options available when choosing the right CRM solution. You need to choose between either a cloud-based solution or an on-premise installed solution. MaxCloud CRM is cloud-based which means you rent the software and access it from your browser with an internet connection whereas an on-premise solution typically involves you buying the CRM software and installing it on your own in-house servers. MaxCloud CRM is built on the same data model as Maximizer CRM’s on-premise solution, giving you the choice and flexibility to migrate from one deployment option to another as your business requirements change, with minimal technical requirements and without any data loss. Please use the FAQs to learn more about CRM and your options or contact us for advice.[/spoiler]

[spoiler title=”What browsers do you support?” open=”0″ style=”1″]

Currently supported browsers are:

  • Microsoft Internet Explorer 8.0, 9.0 for Windows
  • Mozilla Firefox1 9.0, 10.0, 11.0, 12.0, 13.0 for Windows
  • Mozilla Firefox2 9.0, 10.0, 11.0, 12.0, 13.0 for Mac

1 Microsoft Word Integration Add-on and Advanced Export to Excel are not supported.
2 Microsoft Word and Outlook Integration Add-ons and Advanced Export to Excel are not supported.
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[spoiler title=”Can I sign up for a trial?” open=”0″ style=”1″]
Yes. You can sign up immediately for a 30 day trial for up to 5 users. If you need more than 5 users for the trial then please contact us to arrange this. Your trial can either be based on using existing demonstration data or you can start with an empty database and create / build your own contacts list. After the trial if you decide to sign-up then we can migrate your data to your live MaxCloud CRM solution.[/spoiler]

[spoiler title=”Is there a limit to the amount of companies or contacts I can store?” open=”0″ style=”1″]
No, you can add as many company and contacts records as you need. However there are limits set on data storage applied to your subscription which can be increased if you need to store larger volumes of data. The data storage allocated is sufficient for the majority of company needs.[/spoiler]

[spoiler title=”Can I import my own data during the trial?” open=”0″ style=”1″]
Yes. We can also assist you with data importation for the trial. Please contact us if you need assistance.[/spoiler]

[spoiler title=”I could do with a few hints & tips. Do you offer a manual?” open=”0″ style=”1″]
MaxCloud CRM includes online help guides which provide hints and tips. If your MaxCloud CRM subscription package includes our Support Service option then you also have unlimited access to our Help Desk team for advice and general product assistance.
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[spoiler title=”I have a traditional Maximizer CRM on-premise solution, can I turn it into a Cloud Solution?” open=”0″ style=”1″]
Yes. You will need to contact us to discuss your requirements however this usually involves migrating your existing database to the MaxCloud CRM solution. We can easily convert and migrate your data for you.[/spoiler]

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[tab title=”Cloud CRM”] [accordion]
[spoiler title=”What is the Cloud?” open=”0″ style=”1″]
In today’s competitive marketplace, businesses require technology that is flexible enough to meet their changing needs, while adding value in a cost-effective manner.

Cloud-based offerings do just that by delivering feature-rich business tools to users while removing the need to manage and maintain internal business systems—freeing up IT departments to focus on initiatives that deliver a true competitive advantage.

Cloud computing delivers computing and storage capacity as a service to software users. Cloud computing entrusts services with a user’s data, software and computation over a network. It has considerable overlap with software as a service (SaaS).

Users can access cloud based applications through a web browser or a light weight desktop or mobile app while the business software and data are stored on servers at a remote location. Cloud computing allows enterprises to get their applications up and running faster, with improved manageability and less maintenance, and enables IT to more rapidly adjust resources to meet fluctuating and unpredictable business demand.

Cloud computing relies on sharing of resources to achieve coherence and economies of scale. At the foundation of cloud computing is the broader concept of converged infrastructure and shared services.[/spoiler]

[spoiler title=”Can I integrate with my ERP/Accounts solution?” open=”0″ style=”1″]
Yes, though we would need to discuss your integration requirements with you in order to properly advise whether your ERP/Accounts system is ‘integration ready’ and how best to achieve this. We offer a range of technical, development and accountancy services for specifying and completing systems integration. To enable systems integration will need to upgrade your hosting package with us to a dedicated Private Virtual Server, which means we can then extend advanced functionality to you which includes the ability to integrate MaxCloud CRM with your other applications.[/spoiler]

[spoiler title=”What are the built-in security features of MaxCloud CRM?” open=”0″ style=”1″]

MaxCloud CRM offers the following built-in security features:

  • Secure Hypertext Transfer Protocol (HTTPS): HTTPS secures the information communicated between your browser and the MaxCloud CRM web servers.
  • Secure Sockets Layer (SSL): SSL provides an encrypted link between your browser and the MaxCloud CRM database.
  • Complex Password Policy: MaxCloud CRM enforces a complex password policy for each MaxCloud CRM user account.
  • User accounts authenticate to the datacenter via a username and password.
  • For multiple user systems MaxCloud CRM uses role and group-based security and permission for access to records, fields, and lists, plus rights such as creating, deleting notes, and importing.

[/spoiler]

[spoiler title=”Can I import data from another CRM system/access database/Outlook etc?” open=”0″ style=”1″]
Yes. You will need to prepare your data into suitable formats e.g. xls, csv. Alternatively we offer numerous data services for performing advanced importation which includes helping you to properly export your data from many other systems.[/spoiler]

[spoiler title=”Why Should I Host?” open=”0″ style=”1″]
Quick Deployment
Simple set-up means you can be up and running within hours from the time of subscription. With little need for customisation out-of-the-box and no software to install or complicated technology server setup, you can begin transforming your business right away.

Simplicity
Using your Web browser, MaxCloud CRM is easy- to-use, with little technical expertise required and no need to manage and maintain complex hardware infrastructure.

Choice & Flexibility
MaxCloud CRM is built on the same data model as Maximizer CRM’s on-premise solution, giving you the choice and flexibility to migrate from one deployment option to another as your business requirements change, with minimal technical requirements and without any data loss.

Low Upfront Costs and Better Operating Expense Predictability
Hosting data and applications in the cloud eliminates the up-front investment in software licenses, operating system licenses, databases, servers, backup equipment, etc. With subscription pricing, your capital expenditure is turned into predictable operating expenses.

Automatic Feature Upgrades
Benefit from the latest feature enhancements and upgrades for MaxCloud CRM as soon as they are available.
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[tab title=”Data, Security & intergration”] [accordion]
[spoiler title=”How secure is my data?” open=”0″ style=”1″]
Our data centres are ISO accredited, and meet stringent security requirements. The MaxCloud CRM platform has been built to the highest standards for security, redundancy and continued performance. When accessing MaxCloud CRM on your browser advanced SSL web certificate encrypts the data between your computer and the data centre.

As with any online services you use it is important to keep you login detains and passwords secret. For MaxCloud CRM you can change your password as frequent as you require.[/spoiler]

[spoiler title=”Can I get access to my Data?” open=”0″ style=”1″]
Yes. You can export your data from your MaxCloud CRM system to standard industry formats e.g. Excel. If your solution has many users you can control / restrict the ability for users to export data altogether. In addition we offer numerous data services for performing advanced importation and exportation of data.[/spoiler]

[spoiler title=”Can I integrate with my ERP/Accounts solution?” open=”0″ style=”1″]
Yes, though we would need to discuss your integration requirements with you in order to properly advise whether your ERP/Accounts system is ‘integration ready’ and how best to achieve this. We offer a range of technical, development and accountancy services for specifying and completing systems integration. To enable systems integration will need to upgrade your hosting package with us to a dedicated Private Virtual Server, which means we can then extend advanced functionality to you which includes the ability to integrate MaxCloud CRM with your other applications.
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[tab title=”Key Features”] [accordion]
[spoiler title=”Does MaxCloud CRM integrate with Outlook?” open=”0″ style=”1″]
Yes. Integration is standard for Outlook mail, calendar and tasks. Use the Take the Tour area of our website for more information.[/spoiler]

[spoiler title=”How do I upload Data?” open=”0″ style=”1″]
From within the MaxCloud CRM application you can select the ‘data import’ feature which is based on importing data from csv. Formats (Excel). For more advanced imports we can assist you.[/spoiler]

[spoiler title=”What kind of reports can I expect from the solution?” open=”0″ style=”1″]
Reporting tools include a powerful Dashboard that is both highly customisable and wizard-driven. Additionally standard system reports available include pipeline and sales activities. You can also export selected data lists to Microsoft Excel for off-line analytics and reporting, provided of course your system is set up to allow you to do this![/spoiler]

[spoiler title=”How do I get an easy overview of my KPI’s?” open=”0″ style=”1″]
The best area for managing KPI’s is by using the Dashboards. You can create and tailor dashboards easily and with minimum technical knowledge.[/spoiler]

[spoiler title=”Can I customise the solution myself?” open=”0″ style=”1″]
You have access to the MaxCloud CRM administration centre enabling you to configure and customise your solution yourself. Because the solution is highly configurable you may request our assistance – we offer many services involved with system design and configuration, from a range of training courses empowering you with the necessary skills through to us consulting with you and us completing the configuration of your solution.[/spoiler]

[spoiler title=”What’s the difference between Maximizer CRM Live and MaxCloud CRM?” open=”0″ style=”1″]
Maximizer CRM Live is managed by Maximizer Inc. and is located in Canada, whereas MaxCloud CRM is managed by leading Elite Maximizer Business Partners throughout Europe, endorsed by Maximizer Software Ltd, and is located within the United Kingdom. MaxCloud CRM is charged monthly per user (not annually in advance), and offers features such as:

Temporarily add additional users when needed
Bringing the solution in-house later (on-premise) if required
Access to local and experienced solution providers and experts to help you get the maximum benefit of the solution
Flexible hosting arrangements i.e. ability to create a private virtual cloud environment for all your business needs
Online account with access to services and products via the CRM Anywhere shop[/spoiler]

[spoiler title=”Can I get access via my iPhone, SmartPhone or Blackberry?” open=”0″ style=”1″]
Yes, as per the points below:

All Smart phones with an Internet connection
Compatible with iPhone, iPad, Android, Windows operating systems
MaxCloud CRM Screen view is individually designed to suit specific access devices[/spoiler]

[spoiler title=”Can I use the solution on my iPad / Tablet PC” open=”0″ style=”1″]
Yes, as per the points below:

  • All Tablet style devices with an Internet connection
  • Compatible with iPhone, iPad, Android, Windows operating systems

MaxCloud CRM Screen view is individually designed to suit specific access devices[/spoiler]

[spoiler title=”Is there a limit to the amount of companies or contacts I can store?” open=”0″ style=”1″]
No, you can add as many company and contacts records as you need. However there are limits set on data storage applied to your subscription which can be increased if you need to store larger volumes of data. The data storage allocated is sufficient for the majority of company needs.[/spoiler]
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[tab title=”Subscription & Licensing”] [accordion]

[spoiler title=”What happens if a new version of MaxCloud CRM is released?” open=”0″ style=”1″]
MaxCloud CRM is based on the most current version of software; new releases are applied periodically and out-of-hours to minimise disruption. You will be notified of new releases and any new features that are available.
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[spoiler title=”I would like to temporarily add more users? Can I do this?” open=”0″ style=”1″]Yes. You can add more users on-the-fly, renting such additional licenses for the months they are temporarily being used. Adding and removing users is managed within your administration centre.[/spoiler]

[spoiler title=”Is there a minimum or maximum user limit?” open=”0″ style=”1″]

No. There are different packages available and pending the number of users on the system your subscription may need to be upgraded. See the Pricing and Options section of our website for more details.
[/spoiler]

[spoiler title=”What happens if I would like to bring the solution in-house after a while” open=”0″ style=”1″]MaxCloud CRM is built on the same data model as MaxCloud CRM’s on-premise solution, giving you the choice and flexibility to migrate from one deployment option to another as your business requirements change, with minimal technical requirements and without any data loss[/spoiler]
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[/tab]

[tab title=”Support & Services”] [accordion]
[spoiler title=”Can I configure and customise the solution myself?” open=”0″ style=”1″]

Using the MaxCloud CRM Administration module you can configure and customise your solution yourself. Because the solution is highly configurable you may consider our assistance – we offer many services involved with systems’ design and configuration, from a range of training courses empowering you with the necessary skills through to us consulting with you and completing the configuration of your solution.[/spoiler]

[spoiler title=”Do you offer online training?” open=”0″ style=”1″]
We offer training as an online, on-site, or off-site service. We also offer public style training. Further details are available within your subscription account area, alternatively please contact us for any specific training requirements.[/spoiler]

[spoiler title=”I need help customising the solution, how do I do this?” open=”0″ style=”1″]
Contact us for assistance. We offer many services involved with system design and configuration, from a range of training courses empowering you with the necessary skills through to us consulting with you and us completing the configuration of your solution. If your subscription includes our support service then you also have access to our technicians and support team for advice and assistance.[/spoiler]

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Basics & Getting Started

MaxCloud CRM is a powerful business productivity solution which is easy to deploy, use and maintain. With its award-winning features, robust platform, easy deployment and affordable monthly subscription model it provides powerful productivity in the cloud. Because it is a cloud-based solution, there is little technical expertise required and no need to manage and maintain complex hardware infrastructure. The result is a cost-effective solution that promises to deliver a quick ROI (return on investment), while freeing your company to focus on its core competencies.

There are many options available when choosing the right CRM solution. You need to choose between either a cloud-based solution or an on-premise installed solution. MaxCloud CRM is cloud-based which means you rent the software and access it from your browser with an internet connection whereas an on-premise solution typically involves you buying the CRM software and installing it on your own in-house servers. MaxCloud CRM is built on the same data model as Maximizer CRM’s on-premise solution, giving you the choice and flexibility to migrate from one deployment option to another as your business requirements change, with minimal technical requirements and without any data loss. Please use the FAQs to learn more about CRM and your options or contact us for advice.

Microsoft Internet Explorer 11
Microsoft Edge1
Google Chrome1 for Windows
Mozilla Firefox1 for Windows
Mozilla Firefox2 for Mac
Partner Portal and Customer Portal are not supported in Chrome or Edge browser.

1. Microsoft Word Integration and Advanced Export to Excel are not supported.
2. Microsoft Word Integration, Outlook Integration and Advanced Export to Excel are not supported.

You can try MaxCloud CRM here. If you would like to sign up please contact us.

No, you can add as many company and contacts records as you need. However there are limits set on data storage applied to your subscription which can be increased if you need to store larger volumes of data. The data storage allocated is sufficient for the majority of company needs.

MaxCloud CRM includes online help guides which provide hints and tips. If your MaxCloud CRM subscription package includes our Support Service option then you also have unlimited access to our Help Desk team for advice and general product assistance.

Yes. You will need to contact us to discuss your requirements however this usually involves migrating your existing database to the MaxCloud CRM solution. We can easily convert and migrate your data for you.

Cloud CRM

In today’s competitive marketplace, businesses require technology that is flexible enough to meet their changing needs, while adding value in a cost-effective manner.

 

Cloud-based offerings do just that by delivering feature-rich business tools to users while removing the need to manage and maintain internal business systems—freeing up IT departments to focus on initiatives that deliver a true competitive advantage.

 

Cloud computing delivers computing and storage capacity as a service to software users. Cloud computing entrusts services with a user’s data, software and computation over a network. It has considerable overlap with software as a service (SaaS).

 

Users can access cloud based applications through a web browser or a light weight desktop or mobile app while the business software and data are stored on servers at a remote location. Cloud computing allows enterprises to get their applications up and running faster, with improved manageability and less maintenance, and enables IT to more rapidly adjust resources to meet fluctuating and unpredictable business demand.

 

Cloud computing relies on sharing of resources to achieve coherence and economies of scale. At the foundation of cloud computing is the broader concept of converged infrastructure and shared services.

Yes, though we would need to discuss your integration requirements with you in order to properly advise whether your ERP/Accounts system is ‘integration ready’ and how best to achieve this. We offer a range of technical, development and accountancy services for specifying and completing systems integration. To enable systems integration will need to upgrade your hosting package with us to a dedicated Private Virtual Server, which means we can then extend advanced functionality to you which includes the ability to integrate MaxCloud CRM with your other applications.

MaxCloud CRM offers the following built-in security features:

  • Secure Hypertext Transfer Protocol (HTTPS): HTTPS secures the information communicated between your browser and the MaxCloud CRM web servers.
  • Secure Sockets Layer (SSL): SSL provides an encrypted link between your browser and the MaxCloud CRM database.
  • Complex Password Policy: MaxCloud CRM enforces a complex password policy for each MaxCloud CRM user account.
  • User accounts authenticate to the datacenter via a username and password.
  • For multiple user systems MaxCloud CRM uses role and group-based security and permission for access to records, fields, and lists, plus rights such as creating, deleting notes, and importing.

Yes. You will need to prepare your data into suitable formats e.g. xls, csv. Alternatively we offer numerous data services for performing advanced importation which includes helping you to properly export your data from many other systems.

Quick Deployment
Simple set-up means you can be up and running within hours from the time of subscription. With little need for customisation out-of-the-box and no software to install or complicated technology server setup, you can begin transforming your business right away.

Simplicity
Using your Web browser, MaxCloud CRM is easy- to-use, with little technical expertise required and no need to manage and maintain complex hardware infrastructure.

Choice & Flexibility
MaxCloud CRM is built on the same data model as Maximizer CRM’s on-premise solution, giving you the choice and flexibility to migrate from one deployment option to another as your business requirements change, with minimal technical requirements and without any data loss.

Low Upfront Costs and Better Operating Expense Predictability
Hosting data and applications in the cloud eliminates the up-front investment in software licenses, operating system licenses, databases, servers, backup equipment, etc. With subscription pricing, your capital expenditure is turned into predictable operating expenses.

Automatic Feature Upgrades
Benefit from the latest feature enhancements and upgrades for MaxCloud CRM as soon as they are available.

Data, Security & integration

Our data centres are ISO accredited, and meet stringent security requirements. The MaxCloud CRM platform has been built to the highest standards for security, redundancy and continued performance. When accessing MaxCloud CRM on your browser advanced SSL web certificate encrypts the data between your computer and the data centre.

 

As with any online services you use it is important to keep you login detains and passwords secret. For MaxCloud CRM you can change your password as frequent as you require.

Yes. You can export your data from your MaxCloud CRM system to standard industry formats e.g. Excel. If your solution has many users you can control / restrict the ability for users to export data altogether. In addition we offer numerous data services for performing advanced importation and exportation of data.

Yes, though we would need to discuss your integration requirements with you in order to properly advise whether your ERP/Accounts system is ‘integration ready’ and how best to achieve this. We offer a range of technical, development and accountancy services for specifying and completing systems integration. To enable systems integration will need to upgrade your hosting package with us to a dedicated Private Virtual Server, which means we can then extend advanced functionality to you which includes the ability to integrate MaxCloud CRM with your other applications.

Key features

Yes. Integration is standard for Outlook mail, calendar and tasks.

From within the MaxCloud CRM application you can select the ‘data import’ feature which is based on importing data from csv. Formats (Excel). For more advanced imports we can assist you.