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Posts Tagged Maximizer CRM

G2 Crowd Award – Maximizer CRM in Top 50 Products for Sales 2019

We’re delighted to announce that Maximizer CRM has been named as one of G2 Crowd’s Top 50 Software Products for Sales 2019! Visit G2 Crowd’s website to view this prestigious list. You can also read reviews of Maximizer CRM on G2 Crowd. G2 Crowd empowers business buying decisions by highlighting

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Maximizer CRM 2019 is here! What’s new?

Maximizer CRM 2019 has been released, and it’s designed to make it even easier for you to cut through the noise and focus on what matters most – developing leads, driving sales and delivering value to your customers. This new release contains some of Maximizer’s most significant

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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

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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

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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

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How to plot several UK postcodes onto Google maps

Sometimes we come across something, perhaps a tool or top tip, that can be quite handy, especially when used in conjunction with a CRM system. Here’s one we came across recently – the ability to plot several UK postcodes on to Google Maps for free. So if

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Mayflower Engineering Case Study

Background From the world’s largest rotating mirror ball to the amazing Helix Lift Bridge in Falkirk and the Carpenters Road Lock at the Olympic Park Stratford, when it comes to bespoke engineering solutions, Sheffield based Mayflower Engineering leads with innovation. Founded in 1974, Mayflower Engineering’s core business

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Video: Busting the GDPR myths

As we approach the deadline for GDPR compliance (25th May, 2018), it may feel a bit like a mad scramble to get things in order. And with so much information on GDPR out there, it can also be confusing. So let’s get back to basics and understand

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Updating contact records from Excel

There are many great new features and functionality in Maximizer CRM 2018 – for example, did you know that you can now update contact records from Excel – something that you couldn’t do in previous versions? Just follow-these simple steps…

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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

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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.

Head Office

Collier Pickard Limited
The Old Calf House
Chevening Road
TN14 6AB
United Kingdom

t: +44 (0)1959 560410