Maximizer CRM 2018 has arrived!

Maximizer CRM 2018 has been released, and it’s all about being able to quickly connect your business with collective intelligence on customer preferences, history and status. In other words, this latest version helps you bring everything together, quickly and easily, so that you can connect with your customers, prospects and business partners like never before. Some of the exciting new updates include:

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Help! I’ve lost my Icon Bar in Maximizer!

Last week I inadvertently lost my Icon Bar in Maximizer CRM (Windows version) and I had awful trouble finding it again. The Icon Bar is so useful as it provides quick and easy access to my Dashboards, Address Book, Opportunities, Hotlist tasks, Calendar, Company Library etc. Luckily, my techie pals next door were able to show me how to retrieve this in just a few seconds. Apparently this is a common question that gets asked on our Maximizer support helpdesk, so I thought I’d share this little trick with you.

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CRM Dashboard Design and Best Practice

CRM Dashboard Design and Best Practice We have all been there – dealing with that steep learning curve over those first few weeks as the ‘new kid on the block’ in the office. It has been no different for me in my new role as Technical Consultant at Collier Pickard, but fortunately I have a small advantage in having been on the other side of the helpdesk. In my previous role I was a client of Collier Pickard’s, as the Maximizer super-user for a leading travel provider.

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