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

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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

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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

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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

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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,

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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

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