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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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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Repeatable and Scalable Processes in Maximizer CRM

Reading Time: 2min52s In my previous article titled: How to Manage Data Integrity using Maximizer CRM, I explained that there are a number of elements that make up effective and efficient CRM. The first is “Clean Data” the second thing we need to discuss is how that data relates to and feeds repeatable and scalable processes.

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Why you should be using Zapier with Maximizer CRM

Reading Time: 1min56s Whether on your own, or working with a team, business is hard. Tedious, manual tasks like data entry make it harder. Especially when what you want to be focusing on is the business side of things. Ensuring you provide the care and consideration you want and need to devote to your clients. Sure, everyone is talking about API’s that will reduce manual data entry, and automatically move data between systems – but who amongst us knows how to code at that level?

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8 Reasons Why Your Business Needs Maximizer

Maximizer is an incredibly powerful tool and is the perfect entry-level CRM system. It works for businesses both small and large, from start-ups to enterprise-level businesses. If you’re tired of managing all of your business information through a library of spreadsheets, here are eight reasons to upgrade to Maximizer today.

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Maximizer Sales CRM: Client Retention

We have now come to the final article in a series of 3 pieces that I have written exploring how Maximizer CRM is used as a sales tool. In the previous articles, I detailed how the system will aid a business in client acquisition and development and the last aspect that needs detailing is client retention.

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Maximizer Sales CRM: Client Acquisition

This article on client acquisition is the first in a series of three articles that looks at how Maximizer CRM is used as a sales tool. After the shock of recent events across the globe, businesses are now looking to position themselves as best they can to take every opportunity to boost themselves through the recovery.

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