What is CRM? It’s not software!

Our Marketing Director, Alan Joenn, recently gave a presentation at The Business Show at the ExCel in London. His theme was “How CRM enables business growth”. The full video clip will be available later but for starters, we thought we’d show you short snippets, broken up into mini-topics. To kick-start, here’s a reminder of what CRM is… hint: it’s not software!

Read more

Efficient Ticket Management – setting up standard problems and resolutions

If you are on the Customer Services team, then you’ve probably encountered common issues that customers raise with you – and more often than not, they will require common ways to resolve these problems. When these issues and resolutions crop up repeatly, is there a way to standardise them so that it becomes quick and easy to handle them? The answer is yes! The added bonus is that you’ll build up a Knowledge Base for your team, making it easy and quick for everyone to handle customer service cases. Here’s how…

Read more

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 show you how to create a dashboard if you’re in the customer services team and have customer support cases to handle on a regular basis. Monitoring key metrics is essential for customer service departments that are governed by service level agreements. 

Read more

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 to do, with who, and when. But did you know that there are ways you can use your hotlist task to increase your efficiency even more? Take a look at this video tutorial to see how.

Read more

Q&A video with Business Reporter: How CRM can grow your business

Once in a while you go through your archive of goodies and rediscover old gems that you feel deserve to be shared again. Back in December 2014, Alan Joenn (our Marketing Director) was interviewed by Business Reporter as part of their Small Business Panel Debates. It was filmed at The Telegraph studios in London, and it focuses on how businesses should turn to CRM to help their growth. Specifically, Alan talks about how managing your business through CRM is at the very heart of any successful growth strategy. Watch the video here:

Read more

New CRM Whiteboard Video – Getting the Best From Agents

Our latest CRM Whiteboard video is now live! As part of a new series of videos focused on language schools, Simon Pickard explains why agents are an important part of the sales process and how a CRM system can bridge the gap between your internal sales efforts and those of your agents.

Read more