GrowthWorks Grows With Maximizer's Enterprise

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Executive Summary

GrowthWorks manages the largest venture capital investor in western Canada and assists entrepreneurs with start-up capital. The company manages funds invested in entrepreneurial companies with the capital they raise. With the use of Maximizer, the marketing and client service representatives of the operations team of the company used the software to track information and to communicate with investment advisors. This includes advisors who sell their funds such as working opportunity fund and working ventures funds under management. Due to the sales transactions tracked with investment advisors in a different database, the marketing department could not analyze sales to understand how the advisors function. With a growing technology infrastructure, the company decided to upgrade its Customer Relationship Management (CRM) system with the Maximizer Enterprise Solution. This was done with the help of on-line CRM Solutions and GrowthWorks moved from Maximizer to Maximizer Enterprise 7 running on a SQL database. This way the company was able to integrate customer database with transaction database. Fifty GrowthWorks users moved to the SQL eCRM Suite and worked with on-line CRM solutions and they were able to shift the database from Maximizer Enterprise 2000 Pervasive to the newer SQL format. "The migration path with Maximizer Software's products has been very smooth," commented Murray Munro, Senior Vice-President, National Sales, Marketing & Government Relations. "The paper has transitioned from Maximizer in a workgroup setting through different versions of Maximizer's software. Each time, the deployment and set-up have been very straightforward."

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