Looking to to create a saved search based on interactions? We’ve made it nice and easy for you! We have both a video and a written guide for you here. Or, if you want to see everything in one place you can download the Maximizer CRM Questions and Answers FAQ here. (more…)
This is the second article in our ‘Has Salesforce Lost Its Way’ series, I’ll be referring to the first article quite a bit so if you haven’t already read the first article, you can find it here. One of the key figures from the Nucleus Research report shows that 51% of consumers said they would not repurchase Salesforce – are you one of them? (more…)
With the latest update to Maximizer 2022, you might have noticed some changes to Notes, Documents and Interactions.
Phone notes and saved emails are now considered as ‘Interactions’ and going forward can be found in the Ineractions tab. (more…)
Automation is already a reality in many workplaces and using Zapier to automate your CRM can save you time and allow you to focus on what really matters – growing your business.
Its expanding popularity stems from its ability to automate thousands of processes on a large scale. Integrations are the new building blocks for a better user experience as digital companies seek solutions to meet increased demand. (more…)
For Immediate Release
Sevenoaks, 17th May 2022 — In a rework of partner classifications, Maximizer has decided to segment their business partners on a global basis.
Not surprisingly, after many years as a leading UK partner, Collier Pickard has been awarded the coveted ‘Elite’ status. (more…)
Welcome to round two in this two-part series discussing CRM systems and Survey tools.
In my previous article, I asked the question: Why integrate a Survey Tool with your CRM, it is a great question, one I answered expertly in that article, give it a quick read if you have not already. Towards the end of the article, I mentioned a CRM Vendor that we have been working with for 18 years and a Survey Tool that is now fully integrated with the platform – Maximizer and Survey Mechanics. (more…)
Maximizer has created some excellent Excel report templates which offer a comprehensive analysis of your Address Book, Opportunity and Customer Service records.
The Opportunity reports in particular are a fantastic method of analysing your Sales to date as well as your pipeline, with several pre-set pivot tables and charts – and if you like, you can also design your own! (more…)
Well, this is quite the journey we have been on. This is the final article in a 3-part series that has looked at how Maximizer CRM helps you to firstly, Manage Data Integrity and then secondly, support that ‘clean data’ by feeding Repeatable & Scalable Processes. The final cog in the data machine is visualising the output data from the processes in a way that keeps the business moving in the right direction. (more…)
Collier Pickard has been trading since 2004. The core team, however, has been together for more than 25 years – which means we have a great deal of experience as an independent CRM consultancy.
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