Download Now

Maximizer CRM Insights Blog

Maximizer CRM 2019 is here! What’s new?

Maximizer CRM 2019 has been released, and it’s designed to make it even easier for you to cut through the noise and focus on what matters most – developing leads, driving sales and delivering value to your customers. This new release contains some of Maximizer’s most significant

Read more

Video: How to use Word Templates in Maximizer CRM

Maximizer CRM offers many out-of-the-box features that can make your working life a lot easier. Our focus in this blog is on Word Templates, a feature that has been around for a while and has improved over the years. Maximizer’s Word Integration enables you to use Microsoft Word

Read more

Using Maximizer Toasters to improve your efficiency

How many of you are using Maximizer’s “Toasters” (i.e. the Notification Manager) on a day-to-day basis? This feature first appeared some time ago now, in Maximizer 2017 R2. It’s a really handy feature but it’s fairly well hidden away so unless you know where to look and how to put

Read more

Opportunity sales processes in Maximizer CRM – a masterclass

Opportunities in Maximizer CRM are designed to help manage all your future potential revenue. To help understand when you might expect each order, Sales Opportunity Processes guide and inform. If you want to really master opportunity management in Maximizer, here are our top tips. When you create

Read more

How to plot several UK postcodes onto Google maps

Sometimes we come across something, perhaps a tool or top tip, that can be quite handy, especially when used in conjunction with a CRM system. Here’s one we came across recently – the ability to plot several UK postcodes on to Google Maps for free. So if

Read more

Updating contact records from Excel

There are many great new features and functionality in Maximizer CRM 2018 – for example, did you know that you can now update contact records from Excel – something that you couldn’t do in previous versions? Just follow-these simple steps…

Read more

How to work with emails – and Maximizer CRM

The majority of us spend a vast amount of time using email as a way of communicating and sharing information with others. And if you’re using a CRM system, like Maximizer CRM, the ability to quickly and easily store relevant information in the system becomes key. So

Read more

Maximizer CRM 2018 has arrived!

Maximizer CRM 2018 has been released, and it’s all about being able to quickly connect your business with collective intelligence on customer preferences, history and status. In other words, this latest version helps you bring everything together, quickly and easily, so that you can connect with your

Read more

Maximising the use of your Calendar

There are some great features in the Calendar module within Maximizer CRM 2017 (and R2), all designed to make it easy to use and loaded with useful information. Did you know, for example, that you can: quickly view and create tasks from within the Calendar create all-day

Read more

Using your Hotlist Tasks to help manage your time

At a micro, day-to-day level, a big part of CRM is about maximising efficiency. Whether it’s managing your sales processes, handling your marketing efforts or staying on top of customer service cases, proper use of your CRM system will enable you to be more efficient and effective.

Read more

About Collier Pickard

Collier Pickard has been trading since 2004. The core team, however, has been together for more than 20 years – which means we have a great deal of experience as an independent CRM consultancy.

Head Office

Collier Pickard Limited
The Old Calf House
Chevening Road
TN14 6AB
United Kingdom

t: +44 (0)1959 560410