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Posts Tagged Maximizer Tips

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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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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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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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

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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

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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

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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

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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,

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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

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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