Maximizer Minutes – Maximizer 2022 R1 Changes Overview

The Maximizer 2022 R1 update brings plenty of quality-of-life features that make understanding your interactions with clients and prospects much more intuitive and informative. In our latest video, we give you an overview of the features and show you where to find them in your Maximizer.

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Understand Your Customer: The 5 W’s and the Magic H 

Taking the time to understand your customer as well as their needs is vital for any business. Over time you will find specific ways of getting to know your customers, but could you make this process more efficient? Here at Collier Pickard, understanding our customers is key to our success. To do this we focus on the 5 W’s and the magic H. Not sure what these are? Let us explain. 

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CRM Help: Making CRM Succeed

When it comes to making CRM succeed, what do you need to keep in mind? Selecting the right CRM, while key, is not the only factor in determining how successful your CRM journey will be. So, you might ask, ‘what else SHOULD I focus on? To ensure your business reaps in the full benefits of CRM here are our key points to consider.

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Maximizer Minutes – How to Report on the Interaction History of an Address Book Entry

Looking to run reports on on the Interaction History of an Address Book Entry? We’ve made it nice and easy for you! We have both a video and a written guide for you here. Or, if you want to see everything in one place you can download the Maximizer CRM Questions and Answers FAQ here.

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5 Ways a CRM Consultant Can Help You Decide Which CRM is Best 

Deciding on the best CRM system for your business can be challenging. Without the right understanding or help, you could invest in the wrong system costing you thousands, tens of thousands or even more. Today, we will go through the top 5 ways a CRM consultant can help avoid these issues.

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CRM Help: Why should I invest in a CRM system?

So, why would anyone want a CRM system? Great question and read on to find your answer. Many small businesses struggle with keeping track of their customer data and sales information. This can be tough, time-consuming work that becomes even harder when business is slow. With the help of a CRM system, all this information can be centralised and easily accessed by any business’s employee. This system can help businesses keep track of customer history, sales data, and more – all in one place.

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CRM Consultancy Awarded Maximizer Elite Partner Status

For Immediate Release Sevenoaks, 17th May 2022 — In a rework of partner classifications, Maximizer has decided to segment their business partners on a global basis. Not surprisingly, after many years as a leading UK partner, Collier Pickard has been awarded the coveted ‘Elite’ status.

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Small Business CRM – Think Globally, Act Locally

Think Globally, Act Locally – Our story begins in Japan in January 1921, the birth of Akio Morita, the man who went on to become one of Japan’s greatest post-war business executives, founded Sony and invented the Walkman. Why am I talking about Akio Morita? Well, he coined the phrase (Pay Wall) that has inspired, among other things, this article.

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Stop Using Spreadsheets

We’ve been saying this for a while now, here’s an article from our Managing Director on how to escape spreadsheet hell, but we’re still seeing businesses using spreadsheets to record and manage their customer interactions. There is a much better way to be doing this and it’s called CRM.

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