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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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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