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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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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Maximizer CRM Help: More advanced searching in Maximizer

Our main goal as a business is to help our customers wherever we can, so we’re creating a new ‘Maximizer CRM Help’ series where we will be adding short and helpful articles so that you can get the most out of your Maximizer CRM. Maximizer has plenty of features that our technical team regularly use that even I as the Marketing Manager have only just become aware of. I’ve found them so helpful with my day-to-day use of Maximizer that I’m now using them whenever I can. Now I have decided to share these little nuggets of information with you

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Repeatable and Scalable Processes in Maximizer CRM

Reading Time: 2min52s In my previous article titled: How to Manage Data Integrity using Maximizer CRM, I explained that there are a number of elements that make up effective and efficient CRM. The first is “Clean Data” the second thing we need to discuss is how that data relates to and feeds repeatable and scalable processes.

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Why you should be using Zapier with Maximizer CRM

Reading Time: 1min56s Whether on your own, or working with a team, business is hard. Tedious, manual tasks like data entry make it harder. Especially when what you want to be focusing on is the business side of things. Ensuring you provide the care and consideration you want and need to devote to your clients. Sure, everyone is talking about API’s that will reduce manual data entry, and automatically move data between systems – but who amongst us knows how to code at that level?

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How to Manage Data Integrity using Maximizer CRM

Reading Time: 2min19s Effective and efficient CRM is not a pipedream, it is easily attainable when you understand what you need to get right on the platform so that the system can do the right things for you and the business. There are a number of elements that make up an effective and efficient CRM platform, one of which is data integrity. ‘Dirty’ data creates multiple headaches for the different departments in a business, from marketing to customer service, team members are left feeling embarrassed and frustrated.

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What is BEE and why should you use it with your Maximizer CRM? 

Reading Time: 1min20s To start, BEE stands for Best Email Editor, which is a rather ambitious goal but in my humble opinion, one they come awfully close to achieving. BEE Pro is a tool that we use extensively when creating emails and is this article I’m going to talk about why.  What is BEE?  If you are a freelancer, a marketing team, or a digital agency, try BEE free of charge at beefree.io and then consider upgrading to BEE Pro. BEE Pro is a complete email design suite that makes the email creation process faster, more cost-effective, and more enjoyable

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Maximizer CRM for Entrepreneurs

Reading Time: 3min15s We have all heard the phrase: “The beauty of experience is that no one can take it away from you”. The truth in that phrase cannot be understated, the trials of life should always leave us feeling educated and what we do with that education will not only determine our destination but will certainly define our success.

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