Managing a remote team with Maximizer CRM

As a continuation from our Top Five Tips for Working from Home blog, here is our second part of the series – our top tips for managing a remote team for our clients who use Maximizer CRM. With more and more businesses having their staff work from home and joining what Time has called ‘the world’s largest work-from-home experiment’, being able to effectively manage your team is a must. With Maximizer CRM, you have the tools to do just that.

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Maximizer LinkedIn Search Fix 2020

Due to a recent LinkedIn update, your LinkedIn Maximizer search formula UDF may have stopped working. Don’t panic though! Below is a quick an easy fix to get everything running as normal. Assuming that you have the security rights to set-up, add and edit user defined fields, here are the steps: Administration – Setup User Defined Fields Go to the field that you use for LinkedIn searches. (In our database it is called LinkedIn contact search.) Replace the current formula with this new one “https://www.linkedin.com/people/search?firstName=”+[First Name]+”&lastName=”+[Last Name] Click Save Please note, due to Windows handling two different types of double

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The Power of Maximizer and Excel Reports

Excel is a powerful reporting tool, providing options for both basic and advanced users. One of the easiest ways to create a report in Excel is by using the Pivot Table feature, which allows you to sort, group, and summarise your data simply by dragging and dropping fields. What if I told you that you can export your data from Maximizer straight into Excel with pivot tables and reporting tools already created?  This can save you a lot of time in building reports for directors or anyone else that might require the reports. The Maximizer to Excel integration allows you

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Not sure how a Maximizer CRM dashboard works? Here are the basics:

If you don’t know what you’re looking for, setting up dashboards in Maximizer can be quite intimidating. If you’re not sure how to make them work, look no further. This blog will walk you through the basics of CRM dashboards – what they are, who they were made for, and most importantly, how to make them.

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Maximizer CRM tip: How to search for companies within a specific area

There may be instances when you want to find out who, in your Maximizer CRM system, is located near a certain location. For example, if you’re in marketing, you may want to know who is in a particular area when planning seminar invites or regionally focussed campaigns. Or if you’re a salesperson, you might want to maximise your use of time when out of the office visiting clients, prospects or suppliers… “Who else can I visit whilst I’m in this area?” So how would you conduct this search?

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Housekeeping in Maximizer when someone leaves a company

What do you do when someone leaves a company? Do you delete them from your Maximizer CRM system or do you make a note against their record? Do you have a User-defined Field (UDF) for people who have left or do you have some other way of categorising them? In short, how do you keep tabs of the comings and goings of company employees without losing or compromising important information surrounding your relationship with them?

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Using formula fields to format date fields for use on dashboards in Maximizer CRM

Dashboards in Maximizer CRM are great tools to use as they provide you with a detailed view of activities of your choice, making it easy to monitor progress. What’s more, dashboards allow you to see metrics in real time so you can quickly assess which areas require attention. In this blog, we will explain how to use formula fields in Maximizer CRM to format date fields for use on dashboards. This assumes that you already know how to create Maximizer dashboards, catalogue searches and user-defined fields (UDFs). If not, contact us for more information. There are a few occasions when

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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 enhancements to date, including Lead Management and a new native Mobile Sales App, which enables you to qualify leads and manage the sales cycle from start to finish, both in the office and on the move. So what’s new in Maximizer CRM 2019? Some of the exciting new updates include: New Leads Module

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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 to create Maximizer merge documents and templates for any standard documents you are sending out regularly, which will save you time and ensure you are sending out documents in a consistent, corporate style. Watch our Mastering Maximizer video-tutorial here: Summary of video: Maximizer toolbar in Word You can add merge fields from Maximizer

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