Maximizer CRM Archives - Collier Pickard

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

By Eva Gross on 18/01/2019 / News Blog / Leave a comment

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

Maximizer CRM 2019 is here! What’s new?

By Jenny Carey on 27/11/2018 / Maximizer CRM Insights Blog / Leave a comment

Tags: CRM News, Maximizer CRM, Maximizer CRM 2019

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

Video: How to use Word Templates in Maximizer CRM

By Jenny Carey on 13/11/2018 / Maximizer CRM Insights Blog / Leave a comment

Tags: CRM, CRM tips, Maximizer CRM, Maximizer CRM Tips, Maximizer Tips, Maximizer Videos, templates

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

Using Maximizer Toasters to improve your efficiency

By Dan Couldridge on 27/09/2018 / Maximizer CRM Insights Blog / Leave a comment

Tags: CRM efficiency, How to CRM Guide, Maximizer CRM, Maximizer CRM 2017, Maximizer CRM Tips, Maximizer Tips

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

Opportunity sales processes in Maximizer CRM – a masterclass

By Simon Pickard on 14/08/2018 / Maximizer CRM Insights Blog / Leave a comment

Tags: Maximizer CRM, Maximizer CRM Tips, Sales, sales management, sales process

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

How to plot several UK postcodes onto Google maps

By Robbie Brand on 12/07/2018 / Maximizer CRM Insights Blog / Leave a comment

Tags: maps with CRM, Maximizer CRM, Maximizer Tips

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

Mayflower Engineering Case Study

By Paul Pitman on 10/07/2018 / Case Studies / Leave a comment

Tags: Case Study, Education, Marketing, Maximizer CRM, ROI, Sales

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

Updating contact records from Excel

By Eva Gross on 23/02/2018 / Maximizer CRM Insights Blog / Leave a comment

Tags: Maximizer CRM, Maximizer CRM 2018, Maximizer CRM Tips, Maximizer Tips

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…

How to work with emails – and Maximizer CRM

By Robbie Brand on 21/11/2017 / Maximizer CRM Insights Blog / Leave a comment

Tags: Email, Email Marketing, Maximizer CRM, Maximizer CRM Tips, Outlook

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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