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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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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