Maximizer CRM and Survey Mechanics 

Welcome to round two in this two-part series discussing CRM systems and Survey tools.  In my previous article, I asked the question: Why integrate a Survey Tool with your CRM, it is a great question, one I answered expertly in that article, give it a quick read if you have not already. Towards the end of the article, I mentioned a CRM Vendor that we have been working with for 18 years and a Survey Tool that is now fully integrated with the platform – Maximizer and Survey Mechanics.  

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Pros and cons of CRM Outlook integration

In this brave new world, it makes sense to record emails into CRM systems, and because the email tool of choice in most companies is Microsoft Outlook, let’s look at the pros and cons of integrating it with your CRM system. There was a time, not so long ago, when buyers and sellers could actually talk to each other. Incredible as it sounds, people met and spoke, face to face, or talked on the phone. Questions and answers flowed backwards and forward in real-time. Body language was read and buying signals evaluated. Thank goodness we now have email to hide

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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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The biggest CRM migration mistakes that companies make

This week’s blog comes from our guest blogger from InaPlex, who will talk about some of the problems with CRM migrations, and reveal the biggest mistake that companies can make when they move to a new CRM system. Inaplex provides powerful CRM integration and migration tools which Collier Pickard uses to ensure cost-effective and successful project results.  As any seasoned CRM consultant knows, when you’re migrating from one CRM system to another, there are plenty of things that can go wrong, even if you’re just upgrading from a really old version to a new one. So why can CRM migrations be

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Tips for mapping Pick-lists (or Option Set Fields) during CRM integration or data migration

When you are migrating data from a soon-to-be defunct system to your new shiny CRM system (or perhaps from one operational system to another), you may want to take the opportunity to clean, update or translate the data in transition. This blog describes the challenges of migrating Pick-list fields (also known as drop-down fields or Option Set fields) to ensure all permutations are addressed. This topic is just a small part of the overall migration or integration process but Collier Pickard can help you through the whole process.

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Marketing Automation and CRM – how do you integrate the two systems?

Out-of-the-box CRM systems are great if they can help you execute your tactics towards meeting your strategic goals. However, it’s also not unusual that, in order to meet your business needs, the CRM product needs to integrate with another system that can provide a little more muscle in a particular area. And typically, this can be a marketing automation toolkit. The great news is that the number of ways in which the two systems can be integrated is growing, as software providers build links into their software to accommodate typical data transfer needs.

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Video: How to install the Microsoft Word toolbar in Maximizer

Did you know that you can integrate Microsoft’s Word program with your Maximizer CRM system? This integration is very handy and means you can open Word directly from Maximizer CRM and work with information from your Maximizer CRM system in Word. This can save you loads of time and effort, for example, if you often need to create letters with mail merge.

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CRM Integration with Calendar Systems – The Final Frontier

CRM Integration with Calendar Systems – The Final Frontier It looks very much as if 2014 will continue many of the trends started in 2013. Product announcements from Swiftpage, Microsoft, and others continue the drive put CRM at the centre of your user’s working day. Will they succeed? I am growing increasingly concerned that CRM is ignoring an elephant in the room. Do busy people look to their CRM system, or their diary for what’s important?

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