Why use Master Link CRM? One of our Customers – David White, champion of surfboard racing, of WhiteBorders, one of the countries largest surfboard distributors says:- “When we talk to any dealer on the phone, we’re able to check the debt situation while he’s on the line and raise the question of payment in a lighthearted, not a pressured, manner. I estimate we’ve reduced debt by about £90,000 without having had to force the issue. By this alone the system has already paid for itself.”

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Common Q/A

Installation Manual

More about IRIS Enterprise

TeleSales Orders

Uses/Benefits:

Improve customer relations and profitability
Use one of the world's best selling CRM packages to schedule calls and track information about customers. Thus generally improving your customer communication with the benefit of better customer relations and profitability.

Account Information within Maximiser
Quickly and easily see the status of the account, for a customer, in Maximiser

Use Exchequer Enterprise to take Orders
From within Maximiser, quickly switch from Maximiser to Exchequer Enterprise take on Order/Invoice/Telesales transaction for contact

Use our enhanced telesales module to take orders.
Use Maximiser to schedule telesales calls and our enhanced telesales module to take orders fast and efficiently.    Click here for more information

Master Link CRM, links Exchequer Enterprise with Contact Management Software, such as Microsoft CRM, Goldmine, Act and Maximizer. Master Link CRM displays transactional and order history information – allowing non account users, such as sales teams, to quickly access accounts data, such as credit control and sales history, from their favorite CRM software. Master Link CRM can create a new account record and update existing records in Exchequer Enterprise directly from the CRM, cutting out the need to maintain two databases. Any sales transaction can be entered directly through Master Link CRM into Exchequer Enterprise - with the addition of the Telesales module - Master Link CRM becomes the ideal solution for telesales operators. To summarise – Master Link CRM can convert a prospect to a customer and then take an order through Enterprise Telesales. Other fields linked are: Notes, Sales history, defaults tab, drill down on credit control etc.

Master Link is added to the Maximizer Toolbar and activated from Toolbar.

The user moves through the contacts (Contact records, appointments, etc.) in Maximizer and Master Link displays the related account information held in Exchequer Enterprise. Master Link can create new accounts from the information supplied in the Maximizer contact record. Once a new account is created in Exchequer the ID for the new account is written back to a user field, called "Exchequer ID" in Maximizer, this code is then used to link from Maximizer to the account in Exchequer.

To Add Master Link to Maximizer

Step 1 Adding ‘Exchequer ID’ user field

From within Maximizer select ‘File >> Set-up User-Defined Fields’ menu.

Then add a new user field called ‘Exchequer ID’ of type Alphanumeric (length 6). This will enable Master Link to store the Exchequer account ID.

Step 2 Adding Master Link to Toolbar

Right click on toolbar and select ‘Customize’

Select Toolbar to add Master Link to, such as "Custom 1" and press [Properties] button.

Then press the [Add] button on the next window. The "Modify Toolbar" window will now allow you to add the Master Link button. Press the browse button […] and find the MLink directory (where Master Link was installed).

Double click on the LinkMax.exe program file in this directory.

Then press [OK] to close window.

Then press [OK] to close window.

Master Link will now work with Maximizer

Links

   www.maximizer.com Maximizer Contact Software

Master Link for ACT,Goldmine,Microsoft CRM, Maximizer and Exchequer Enterprise

We are an Exchequer Reseller/Exchequer Dealer selling Exchequer Softwarey

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Last modified: August 18, 2006