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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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 you’re planning a visit to your customers and/or prospects, or simply want to know where a selected group of addresses are located, try using this tool! Please note though, that it’s a free tool and not supported – it’s simply something we liked and thought we’d share with you. Plot your UK postcodes

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Maximising the use of your hotlist tasks

The Hotlist 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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How to customise My Work Day with embedded websites

You may be familiar with the My Work Day section in your Maximizer CRM system – it’s an area where everyone in your company can view Hotlist Tasks, Appointments and Company Announcements, as well as easily accessing your dashboards. But did you know that you can add dynamic content to the Company Announcements section? This means you can embed websites that are of interest to you – for example, an intranet site, or a social networking feed such as Twitter, LinkedIn or Yammer. Here’s how you do it.

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How to create dashboards – for the customer service team

In my last blog, I talked about how dashboards in Maximizer CRM can provide users and managers with a visual overview of key performance indicators, making it easy to monitor progress. I gave an example of how to create a sales dashboard – the video in this blog will show you how to create a dashboard if you’re in the customer services team and have customer support cases to handle on a regular basis. Monitoring key metrics is essential for customer service departments that are governed by service level agreements. 

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How to create dashboards – for the sales manager

Dashboards in Maximizer CRM are great tools to use as they provide users and managers with a top-down view of activities (sales, marketing and customer service), making it easy to monitor progress. What’s more, it allows you to see metrics in real time so you can quickly assess which areas require attention. So how do you create a dashboard?

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Working with Action Plans in Maximizer CRM

The hotlist task functionality in Maximizer is very useful when you’ve got a myriad of things to remember to do. But if you’ve got a particular process to follow through that involves several tasks/steps, then Action Plans are better placed as the tool of choice. For example, a sales process typically involves several follow-up steps – e.g. send relevant marketing collateral, make follow-up calls, arrange meeting – so using pre-stored action plans not only makes the process easier (nothing slips through the net), but it also encourages best practice uniformity e.g. in closing deals. So what are Action Plans?

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Mobile CRM: How to dictate notes into a contact record

Yesterday I published a blog on our CRM Insights blog stream about CRM: The Importance of Customer Relationship Mobility. Did you know, for example, that the proportion of internet traffic that is viewed on mobile devices grew from 1% in 2009 to 13% in 2013, to 66% in 2016? Other interesting facts include: 89% of leading businesses enable mobile synchronisation of contacts, tasks and calendars. 74% of sales people view and modify CRM data such as contacts, companies, opportunities and forecasts remotely. 37% of sales reps work in the office and at home.   17% of sales people work from home full time. With this in mind, using

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