Maximizer Minutes – Maximizer 2022 R1 Changes Overview

The Maximizer 2022 R1 update brings plenty of quality-of-life features that make understanding your interactions with clients and prospects much more intuitive and informative. In our latest video, we give you an overview of the features and show you where to find them in your Maximizer.

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Maximizer Minutes – How to Create a Saved Search Based on Interactions

Looking to to create a saved search based on interactions? We’ve made it nice and easy for you! We have both a video and a written guide for you here. Or, if you want to see everything in one place you can download the Maximizer CRM Questions and Answers FAQ here.

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Maximizer Minutes – How to Report on the Interaction History of an Address Book Entry

Looking to run reports on on the Interaction History of an Address Book Entry? We’ve made it nice and easy for you! We have both a video and a written guide for you here. Or, if you want to see everything in one place you can download the Maximizer CRM Questions and Answers FAQ here.

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Maximizer Minutes – How to Create a Report on User Activity in Maximizer CRM

So you’re here because you want to create a report on user activity in Maximizer CRM, we’ve made it nice and easy for you! We have both a video and a written guide for you here. Or, if you want to see everything in one place you can download the Maximizer CRM Questions and Answers FAQ here.

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CRM Consultancy Awarded Maximizer Elite Partner Status

For Immediate Release Sevenoaks, 17th May 2022 — In a rework of partner classifications, Maximizer has decided to segment their business partners on a global basis. Not surprisingly, after many years as a leading UK partner, Collier Pickard has been awarded the coveted ‘Elite’ status.

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Maximizer CRM and Survey Mechanics 

Welcome to round two in this two-part series discussing CRM systems and Survey tools.  In my previous article, I asked the question: Why integrate a Survey Tool with your CRM, it is a great question, one I answered expertly in that article, give it a quick read if you have not already. Towards the end of the article, I mentioned a CRM Vendor that we have been working with for 18 years and a Survey Tool that is now fully integrated with the platform – Maximizer and Survey Mechanics.  

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Should you integrate a Survey Tool with your CRM? 

Spoiler alert, yes!  CRM is essential, it is everything that your business does to acquire, develop and retain business relationships. I have often described CRM using a simple production process. When producing products from raw materials, the materials are loaded into a hopper that prepares them and shuffles them through a funnel, at the end of the funnel is a magic box where materials are combined and what drops out is a completed product, ready for packaging. 

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Maximizer – Opportunity Report Fix

Maximizer has created some excellent Excel report templates which offer a comprehensive analysis of your Address Book, Opportunity and Customer Service records. The Opportunity reports in particular are a fantastic method of analysing your Sales to date as well as your pipeline, with several pre-set pivot tables and charts – and if you like, you can also design your own!

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Visualising Data using Maximizer CRM

Well, this is quite the journey we have been on. This is the final article in a 3-part series that has looked at how Maximizer CRM helps you to firstly, Manage Data Integrity and then secondly, support that ‘clean data’ by feeding Repeatable & Scalable Processes. The final cog in the data machine is visualising the output data from the processes in a way that keeps the business moving in the right direction.

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