6 CRM Best Practices to use in to 2022

What a year we’ve had! We’ve still got a little bit to go, but as the days get shorter, I’m painfully aware that 2021 is almost over (where did it go?!) and that my Q1 2022 marketing plan needs to be finished and ready so that we can start the year running. The end of the year marks the perfect time to have a look at your CRM and think about how it’s performed over the year and where things can be improved.

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Maximizer – Opportunity Report Fix

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!

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How much does CRM actually cost?

You’ve probably ended up on this blog because you’re struggling to find out how much a CRM system will actually cost your business. At times it can feel like trying to find the end of a rainbow. In the world of CRM, prices can vary massively, from free but limited to bank-breaking but with all the bells and whistles. So, how much does CRM actually cost?

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Channelling the Power of Low-Code/No-Code

Low-Code/No-Code tools have the power to completely transform a business, but to understand how, it’s important to get an overview of what these tools really are. The defining characteristic of low/no-code is in the name itself – these tools allow you to develop software by taking away most or all the hard-coding aspects. Essentially by simplifying the coding process and turning it into an intuitive, modular process, low-code and no-code tools offer a more agile alternative.

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CRM Help – 6 Reasons why your growing business needs CRM – Part 2

Here we are, part 2 of CRM Help – 6 Reasons why your growing business needs CRM. In the previous article, we talked about Relationships, Efficiency and how CRM can help with your growing business. In part 2, we will be going a little deeper into the processes and data that you will need to help your business grow. So, without further ado, here we go.

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Visualising Data using Maximizer CRM

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.

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Low-Code Marathon wrap-up and key takeaways

I was invited to join the closing ‘fireside chat’ session of the Low-Code Marathon run by Creatio. The Marathon comprised two weeks of insight, debate, expert analysis, industry examples, and thought leadership on low-code technology, innovation and business change. It was a pleasure to be part of so many of the discussions during the event. Erik Hale moderated the closing fireside chat, as he had done throughout the whole event. So, what are the key takeaways from this final debate and the Low-Code Marathon as a whole?

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