Solution Spotlight – Avrion App – Financials for Sage 50
Empower Account Managers with financial information visible directly from within Maximizer CRM Having your customers’ financial data at your fingertips saves you time – you no longer need to wait for the Finance Department to provide you with the requested information. You can simply log on and find all the financial details in Maximizer CRM. […]
Solution Spotlight – Customer Self-Serve Configurator Tool
A Multi-Divisional Service Company wanted to create a Self-Serve Configurator Tool for personalising quotes This long-term customer wanted to add an easy to use, mobile friendly webpage to promote a new service, targeted at small companies. They wanted to enable the customer to enter minimal information in order to receive a transparent quote, with a […]
Solution Spotlight – Asset Management Module
A Market leader in the field of medical technology was looking for a better way of managing assets and their services Do you use multiple spreadsheets to manage your assets or devices? Does this make communication within your business challenging? This customer, a market leader in the field of medical technology, had exactly that problem […]
Maximizer Cloud November Update
The Maximizer Cloud November Update (also referred to as 2023.11) was released to customers on Wednesday 22nd November. Read on to find out what is included in this update. Base Edition Global Search Introducing the new Global Search option – a new addition to the Quick Search dropdown. This new feature enables searching across various […]
Maximizer Cloud October Update
The Maximizer Cloud October Update (also referred to as 2023.10) was released to customers on 26th October. Read on to find out what is included in this update. Base Edition Share entries using links Now you can invite your teammates to work on entries by sharing links. Simply copy the link of an Address Book […]
Maximizer 2023R2 On-Premise Update
Released on 5th October, the Maximizer 2023.2 On-Premise Update contained the following updates: Opportunity Details Tab Now you can view the details about the associated Address Book entries in the Opportunities Details tab. Clicking the name of a company or contact in Opportunity Details tab will open a pop-up for you to review the details of […]
Maximizer Cloud September Update
The Maximizer Cloud September Update (also referred to as 2023.9) was released to customers on Wednesday 27th September. As this update requires a database upgrade, customers will be upgraded over the next few weeks. Once your Maximizer has been upgraded, you will receive a pop-up notification on logging in. Read on to find out what […]
How to Optimise Onboarding Efficiency with the Sales Playbook Feature in Maximizer CRM’s Sales Leader Edition
Are you looking to enhance your team’s onboarding and coaching process? Maximizer CRM’s Sales Playbook feature in the Sales Leader Edition is just what you’re looking for! This comprehensive guide will walk you through the steps to efficiently use the Playbook feature, streamlining the onboarding process for new team members. Step 1: Watch the Sales […]
Maximizer Cloud July Update: Maximizer Connect for Outlook 365
We’ve got some exciting news – following June’s update, July brought another significant update for Maximizer CRM users – the Maximizer CRM Cloud July update! The main highlight is the new Native Maximizer Connect for Outlook 365 application that’s ready to take your communication and productivity game to a whole new level with your favourite […]
Maximizer Cloud July Update: More Integrations & Sales Leader Edition Updates
Following June’s update, July brought another significant update for Maximizer CRM users – the Maximizer Cloud July update! So, what exciting improvements have the Maximizer development team released for us this time? Maximizer Connect for Outlook 365 The main highlight is the new Native Maximizer Connect for Outlook 365 application that’s ready to take your communication and […]
