In the dynamic world of business, staying ahead of the curve is crucial. One way to achieve this is by leveraging the power of Customer Relationship Management (CRM) tools and Maximizer’s latest update helps you do just that. Today, we delve deeper into the latest updates and features from Maximizer, and how it can revolutionise your business operations.
The Power of CRM
CRM is an essential tool for any business leader. It enables you to manage your customer data, track sales opportunities, and streamline your business processes. Maximizer, a cloud-based CRM solution, is a powerful tool that provides these capabilities and more.
Revenue Type: A New Way to Categorise Opportunities
One of the key enhancements in the latest update of Maximizer M5 is the introduction of the ‘Revenue Type’ field in Opportunities. This feature allows you to categorise opportunities based on the revenue generated from various sources such as new customers and business expansion. This categorisation can help you track and analyse your revenue streams more effectively, leading to more informed business decisions.
Stay Updated with Follow Opportunities
Another significant update is the ‘Follow Opportunities’ feature. As a business leader, you may want to focus on the most critical opportunities. With this feature, you can simply click a button to follow an opportunity. When the stage of the opportunity changes, a notification will be pushed to your mobile device, keeping you updated in real-time.
Quick Search: Find Opportunities Faster
Maximizer M5 has also improved its ‘Quick Search’ functionality. This feature now allows you to find opportunities more precisely by searching against the opportunity Objective and Description, in addition to Address Book entries. This means that matching opportunities and Address Book entries will appear as the matching entries, making it easier for you to find the information you need.
New Integrations: Connect Your CRM to 5,000+ Apps
The 2023.5 update also introduces ten new integrations to the App Directory, including popular platforms like Marketo, Facebook Lead Ads, Instagram Lead Ads, Open AI, Intercom, Zendesk, Survey Monkey, Typeform, Contacts+, and Eventbrite. These integrations can help you automate your workflows and connect your CRM to over 5,000+ apps, enhancing your productivity and efficiency.
Targets: Track and Monitor Performance
For those using the Sales Leader Edition, Maximizer has introduced a new ‘Targets’ module. This module allows you to set revenue targets and activity targets for your team members, helping you track and monitor their performance. Coupled with the new Sales Targets dashboard in Sales Intelligence, you can track a variety of key performance indicators (KPIs) to better understand your sales reps’ performance and make data-driven decisions.
In conclusion, the Maximizer CRM is an invaluable tool for business leaders looking to optimise their sales processes and improve customer relationship management. With its advanced features and integrations, it offers a comprehensive solution for managing your customer data, tracking opportunities, and boosting sales productivity. For more detailed information about the latest updates and features of Maximizer, please visit Maximizer’s website for a more detailed deep dive into Maximizer.
