Trades Exhibitions boosts re-bookings with CRM – a case study

  Introduction Trades Exhibitions has teamed up with organisations across the beauty industry in an effort to inform, educate and promote the professional beauty industry. They are the organisers of the Professional Beauty shows – the top health and beauty events in the UK, Ireland, India and

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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

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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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