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Posts Tagged Maximizer CRM 2017

Using Maximizer Toasters to improve your efficiency

How many of you are using Maximizer’s “Toasters” (i.e. the Notification Manager) on a day-to-day basis? This feature first appeared some time ago now, in Maximizer 2017 R2. It’s a really handy feature but it’s fairly well hidden away so unless you know where to look and how to put

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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

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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

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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

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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

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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

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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

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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

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What’s new in Maximizer CRM 2017?

Maximizer CRM 2017 will be here shortly – with a brand new look and some exciting, new features and functionality. We’ve attached a what’s new in Maximizer CRM 2017 datasheet to this blog that covers everything you need to know about this latest version. So – in a nutshell, what’s new?

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Maximizer CRM 2017 is here!

Maximizer CRM has announced the release of Maximizer CRM 2017. It delivers an enriched view of CRM that allows you to manage the customer journey, from engagement to acquisition, retension and expansion. 

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About Collier Pickard

Collier Pickard has been trading since 2004. The core team, however, has been together for more than 20 years – which means we have a great deal of experience as an independent CRM consultancy.

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Collier Pickard Limited
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