Hi,
Max offers to install a bunch of samples when installed. These should give you some ideas.
I can't give you a copy of my database
but its pretty straightforward. We use the main screen for the basic information on our customers, and then have a bunch of user-defined fields that give more specific information.
One tip: Max lists the user-defined fields in alphabetical order, which can be a pain. We give our UDF's names like "1a: Entered on system", "1b Responded to:" to give better control.
Then use use UDF's labeled 1(etc) for information about the user, and how the contacted us, 2 (etc) for products they're interested in, 3 etc for current sales interests, 4 etc for products purchased etc. The attachment shows a screenshot of our UDF page. (or at least it should...I've never used the attachment feature before ;-))
You're welcome to visit and see how we do it...we're based in the UK.
BUT, your investment in sales automation/CRM or whatever its called these days is truly a strategic decision. I run my business on Maximizer, and its absolutely core to the way we work. If you're not sure about the best way to implement Max, or even if you are, consider hiring a consultant for a day or so to help you refine your needs, and how best to express them in Maximizer. A relatively small investment now in getting it right will pay off big time over the years ahead.
If you're based in the UK, I know the CABC people offer this as an extra cost service (i.e. extra to the cost of buying Max), and I think if you pay for some consultancy before you start installing and configuring you should get good value for it.
- Pasta
