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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Should you integrate a Survey Tool with your CRM? 

Spoiler alert, yes!  CRM is essential, it is everything that your business does to acquire, develop and retain business relationships. I have often described CRM using a simple production process. When producing products from raw materials, the materials are loaded into a hopper that prepares them and shuffles them through a funnel, at the end of the funnel is a magic box where materials are combined and what drops out is a completed product, ready for packaging. 

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