8 Reasons Why Your Business Needs Maximizer

Maximizer is an incredibly powerful tool and is the perfect entry-level CRM system. It works for businesses both small and large, from start-ups to enterprise-level businesses. If you’re tired of managing all of your business information through a library of spreadsheets, here are eight reasons to upgrade to Maximizer today.

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Maximizer Sales CRM: Client Retention

We have now come to the final article in a series of 3 pieces that I have written exploring how Maximizer CRM is used as a sales tool. In the previous articles, I detailed how the system will aid a business in client acquisition and development and the last aspect that needs detailing is client retention.

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Maximizer Sales CRM: Client Development

This is the 2nd article in a series of three articles that looks at how Maximizer CRM is used as a sales tool. The first article discussed how Maximizer CRM functions in client acquisition and in this one, I will talk about Client Development.

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Maximizer Sales CRM: Client Acquisition

This article on client acquisition is the first in a series of three articles that looks at how Maximizer CRM is used as a sales tool. After the shock of recent events across the globe, businesses are now looking to position themselves as best they can to take every opportunity to boost themselves through the recovery.

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What’s New in Maximizer CRM 2020

Maximizer CRM 2020 has been released and it’s designed to make it even easier for you to collect and find the data that you need the most – imports, default entries, quick search and updates to the mobile app. To find out what’s been changed, here is a brief blog covering the basics. If you want to find out more about what has been changed, click here to see the latest Version Comparison Guide.

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Maximizer Insights

Maximizer now gives you the option to have embedded business intelligence. As well as the brand-new features introduced in CRM Live 2020, Maximizer is also introducing Insights. Bring the power of embedded business intelligence and the analytical and graphical power that comes with it.

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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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