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 it to good use, you may be missing out on using this great little tool to help keep you informed about what’s going on. So if you haven’t been using Toaster, what is it exactly? Well, the idea is that you – the individual user – receive notifications relating to activity within Maximizer that may affect or

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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 an opportunity (or assign a new Sales Process to an existing one) Maximizer creates a copy of all the current stages (and percentages) for that Sales Process for the opportunity. It needs to do this so that stage aging can be tracked. Stage aging helps you to see which Opportunities are stuck when

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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 you’re planning a visit to your customers and/or prospects, or simply want to know where a selected group of addresses are located, try using this tool! Please note though, that it’s a free tool and not supported – it’s simply something we liked and thought we’d share with you. Plot your UK postcodes

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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 what are some of the ways in which you can do this in Maximizer CRM?

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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 customers, prospects and business partners like never before. Some of the exciting new updates include:

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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 and repeat appointments tweak your settings without having to open the Preferences dialog adjust the height of the time slots to see more/less information about appointments Let’s take a look at some of these…

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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. And this is where Hotlist Tasks comes in handy across all departments. Are you using your Hotlist Tasks effectively?

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Maximising the use of your hotlist tasks

The Hotlist feature in Maximizer CRM is very useful for managing not only your follow-ups and workload, but also for handling your colleagues’ tasks. Did you know, for example, that you can assign tasks to your colleagues in Maximizer CRM – and that you can follow up on these tasks to make sure they’ve been completed? It may sound a bit Big Brother-like, but in reality, it just means that you and your colleagues can work together as a team, effectively.

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Choose how to be alerted in Maximizer CRM

You know that little alarm bell in the top right-hand corner of your Maximizer CRM system? They serve a great purpose because they help remind you of things that require your attention, including completing hotlist tasks, accepting meeting invitations and so on. But let’s be honest – are you good at spotting these alarmed-alerts whenever they pop up? Well, if you’re like me, then there might be a tendency not to spot them immediately – which kind of defeats their purpose. So what can be done about this?

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