How can CRM help you know your customers better?
When establishing professional relationships, it is always great to put a face to a name – it helps us feel like we know our customers better. This is even more important now as we try to stay connected with people, even though we are meeting more virtually and less in person. To help you feel […]
Ongoing Spring Cleaning Enhances Data Integrity
2021 seems to have had the longest Winter ever, going right through May with cold winds and rain. Suddenly Summer arrived with June, and is very welcome, but it feels like we may have missed Spring! Spring is a time to get ready for Summer, clean out the cobwebs from Winter and sort out our […]
How to use Maximizer CRM’s Gmail Integration
Originally launched in January 2021, this feature may have sneaked past you! The Maximizer CRM cloud platform now has an add-on to integrate with your Gmail to help you manage and track your conversations by saving email interactions to your Contacts or Leads. In this blog, we will show you how to use Maximizer’s Gmail integration. Save Emails […]
Maximizer CRM’s Import Tool – What’s Been Updated?
Importing data into Maximizer CRM has always been straightforward. Even so, there have historically been a few areas that needed improvement and that’s what they have done with the June 2020 update. So what exactly has been updated with Maximizer CRM’s Import Tool? Maximizer CRM’s Import Tool – updates There has always been a choice […]
Advanced Search in Maximizer CRM – what can you find?
One of the many benefits of a CRM system is having so much valuable data on your customers, prospects, suppliers and more. But having data is one thing – being able to find the relevant information quickly and easily is another. This is where the Advanced Search in Maximizer CRM comes in very handy. What […]
How to Install MAXIMIZERCRM’s Mobile App
Now that your workforce is hopefully back visiting your prospects and customers, make sure they keep your CRM up to date. One easy way of enabling people to do this, from anywhere at any time, is to ensure they have the CRM’s mobile app installed on their phone. This blog shows you how to install […]
How to print labels and envelopes from Maximizer CRM
We are all trying to be more environmentally friendly these days to reduce the impact we are having on our habitat. However, there are still occasions when you might need to send letters the good old fashioned way. You may even need to print labels and/or envelopes for a list of contacts in Maximizer CRM. […]
How to Manipulate Data in Maximizer CRM
Together with Maximizer CRM’s powerful search capability, the ability to manipulate data within it is second to none. But what does it mean to manipulate data and why is this useful? Manipulating Data in Maximizer CRM Your Maximizer CRM system is rich with information – from Address Book entries and all its associated notes, documents […]
How to build simple CRM custom notifications in Maximizer
These alerts can be the bridge between you and your customers, ensuring that no opportunity for engagement is missed. Whether it’s a gentle nudge about an abandoned cart or a personalised offer on a birthday, CRM alerts are designed to enhance the customer experience and drive conversions. Understanding the power of CRM notifications can transform […]
Setting up and Configuring Advanced Notifications
Using Task ; Appointment Alarm Notifications to help you remember appointments, tasks and other important events can really come in handy. As well as notifications for Tasks ; Meetings, you can also set up and configure advanced notifications for the following: Address Book Opportunities Customer Service As before, your Maximizer Administrator will need to enable […]
