Maximizer CRM Insights Blog

Guide to Global Editing in Maximizer CRM Find yourself needing to update multiple records with the same information at the same time? Maximizer CRM’s Global Edit feature gives you the opportunity to do just that.

Maximizer Tip: Correct CRM Address Book Formats Recently we were asked by a customer to define the correct address label format for every country that they operated in. They were concerned that much of their direct mail was being miss-directed as their labels were failing to be read by the post office.

Maximizer CRM Tips: Managing Competitors in Opportunities Hidden within the Opportunities module of Maximizer is the ability to manage “Competitors”. These are people or companies that you compete against to win business. Maximizer provides built in reports to show opportunities lost to competitors – which helps businesses to understand their strengths and weaknesses.

Maximizer CRM Tips: Mastering the Colouring Rule Maximizer’s in-built colouring rules make it possible to utilise colour itself to highlight specific data in your search results.

Maximizer CRM Tips: Finding Address Book entries without Opportunities Finding address book entries with opportunities in Maximizer is a simple enough process, but what about finding those that do not have an opportunity associated with them?