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Posts Tagged Maximizer Videos

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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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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3 videos showing what’s new in Maximizer CRM 2017

There are some exciting new updates in the latest version of Maximizer – and we’ve created 3 videos to highlight some of these new features: Video 1 takes a look at the brand new look and feel, without losing the familiarity of its layout; Video 2 shows

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Being clever with your hotlist – and your work day

We all have numerous tasks to deal with on a daily basis, and they can range from taking certain follow-up steps with prospects to responding to customer queries, to ordering equipment from your suppliers, or completing internal tasks. Thankfully, the hotlist task functionality in Maximizer CRM helps us remember what

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Video: How to configure Outlook with Maximizer CRM

Many of us spend a lot of time communicating with customers, prospects and suppliers via email – and Outlook is certainly a very popular email tool to use. Therefore, the ability to integrate Outlook with Maximizer CRM is handy as it allows you to send and save emails directly to

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Video: How to customise Key Fields in Maximizer

We love data, but sometimes we are also hit with “Too Much Information”. When you routinely enter information into your Maximizer CRM system, such as new business Opportunities or Address Book entries, it can be helpful with just a short, smart list of User-Defined Fields that are

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How to merge data to a template stored in Maximizer CRM

In this third and final blog in my 3-part blog series about merge templates in Maximizer, I will show you how to store a merge template in Maximizer. In case you haven’t read the previous blogs in this series, here they are: Part 1: How to create a Maximizer

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How to store a merge template in Maximizer CRM

Last week I talked about how Maximizer merge templates save you time and effort if you regularly create documents that use data in your Maximizer CRM system. That blog was titled “How to create a Maximizer CRM merge template” and includes a video tutorial. If you haven’t read

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How to create a Maximizer CRM merge template

We like it when something saves us time and effort, don’t we? And it’s not about being lazy, it’s all about working efficiently! When a work process can be made easier, quicker and the results are more accurate, then it’s well worth doing.

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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