CRM seminar in London on 28th March

There’s only one reason to accept an invitation to a seminar these days – and that’s because there’s something of value to be learned … something which you cannot find online. So please join us at our seminar on Tuesday 28th March at Southwark Cathedral, near London Bridge. What will you learn that Google couldn’t find for you? You’ll learn something we call ‘The Truth about CRM’. 

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How to customise My Work Day with embedded websites

You may be familiar with the My Work Day section in your Maximizer CRM system – it’s an area where everyone in your company can view Hotlist Tasks, Appointments and Company Announcements, as well as easily accessing your dashboards. But did you know that you can add dynamic content to the Company Announcements section? This means you can embed websites that are of interest to you – for example, an intranet site, or a social networking feed such as Twitter, LinkedIn or Yammer. Here’s how you do it.

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How to create dashboards – for the customer service team

In my last blog, I talked about how dashboards in Maximizer CRM can provide users and managers with a visual overview of key performance indicators, making it easy to monitor progress. I gave an example of how to create a sales dashboard – the video in this blog will show you how to create a dashboard if you’re in the customer services team and have customer support cases to handle on a regular basis. Monitoring key metrics is essential for customer service departments that are governed by service level agreements. 

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How to create dashboards – for the sales manager

Dashboards in Maximizer CRM are great tools to use as they provide users and managers with a top-down view of activities (sales, marketing and customer service), making it easy to monitor progress. What’s more, it allows you to see metrics in real time so you can quickly assess which areas require attention. So how do you create a dashboard?

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Working with Action Plans in Maximizer CRM

The hotlist task functionality in Maximizer is very useful when you’ve got a myriad of things to remember to do. But if you’ve got a particular process to follow through that involves several tasks/steps, then Action Plans are better placed as the tool of choice. For example, a sales process typically involves several follow-up steps – e.g. send relevant marketing collateral, make follow-up calls, arrange meeting – so using pre-stored action plans not only makes the process easier (nothing slips through the net), but it also encourages best practice uniformity e.g. in closing deals. So what are Action Plans?

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3 videos showing what’s new in Maximizer CRM 2017

There are some exciting new updates in the latest version of Maximizer – and we’ve created 3 videos to highlight some of these new features: Video 1 takes a look at the brand new look and feel, without losing the familiarity of its layout; Video 2 shows how the calendar has been improved with new colour schemes for easier viewing Video 3 delves into enhancements in the opportunity module, such as the ability to add multiple stages and processes for working with different types of opportunities

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What are calculated user-defined fields in Maximizer?

Users of Maximizer CRM will be familiar with user-defined fields (UDFs). Fields that can be configured to describe Companies, Contacts, Opportunities or Customer Service cases. Fields that build your unique insight and processes into your CRM system. For many, these are the bits of data that hold the real value in the system. But there is something else called calculated user-defined fields – what are these, and why would you use them?

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Being clever with your hotlist – and your work day

We all have numerous tasks to deal with on a daily basis, and they can range from taking certain follow-up steps with prospects to responding to customer queries, to ordering equipment from your suppliers, or completing internal tasks. Thankfully, the hotlist task functionality in Maximizer CRM helps us remember what to do, with who, and when. But did you know that there are ways you can use your hotlist task to increase your efficiency even more? Take a look at this video tutorial to see how.

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