Maximising the use of your hotlist tasks

The Hotlist Task 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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Using formula fields to format date fields for use on dashboards in Maximizer CRM

Dashboards in Maximizer CRM are great tools to use as they provide you with a detailed view of activities of your choice, making it easy to monitor progress. What’s more, dashboards allow you to see metrics in real time so you can quickly assess which areas require attention. In this blog, we will explain how to use formula fields in Maximizer CRM to format date fields for use on dashboards. This assumes that you already know how to create Maximizer dashboards, catalogue searches and user-defined fields (UDFs). If not, contact us for more information. There are a few occasions when

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Video: How to use Word Templates in Maximizer CRM

Maximizer CRM offers many out-of-the-box features that can make your working life a lot easier. Our focus in this blog is on Word Templates, a feature that has been around for a while and has improved over the years. Maximizer’s Word Integration enables you to use Microsoft Word to create Maximizer merge documents and templates for any standard documents you are sending out regularly, which will save you time and ensure you are sending out documents in a consistent, corporate style. Watch our Mastering Maximizer video-tutorial here: Summary of video: Maximizer toolbar in Word You can add merge fields from Maximizer

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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 it to good use, you may be missing out on using this great little tool to help keep you informed about what’s going on. So if you haven’t been using Toaster, what is it exactly? Well, the idea is that you – the individual user – receive notifications relating to activity within Maximizer that may affect or

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Opportunity sales processes in Maximizer CRM – a masterclass

Opportunities in Maximizer CRM are designed to help manage all your future potential revenue. To help understand when you might expect each order, Sales Opportunity Processes guide and inform. If you want to really master opportunity management in Maximizer, here are our top tips. When you create an opportunity (or assign a new Sales Process to an existing one) Maximizer creates a copy of all the current stages (and percentages) for that Sales Process for the opportunity. It needs to do this so that stage aging can be tracked. Stage aging helps you to see which Opportunities are stuck when

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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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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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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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