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 […]
How to Set Up Microsoft Outlook Integration
A lot of business correspondence occurs via email. With Microsoft Outlook being a popular email tool, the ability to integrate it with Maximizer CRM is great, as it allows you to send and save emails directly in Maximizer CRM. This means you can quickly and easily track email threads, create new contacts, tasks and customer […]
Password Complexity in Maximizer CRM
In the technology age, we need to do as much as we can to defeat the hackers out there. As well as making sure your operational systems sit on a secure platform, you can do your part by keeping your passwords complex (i.e. strong). Password complexity in Maximizer CRM Recognising the importance of password complexity, […]
How to Search a Particular Record’s Notes
One of the core parts of Maximizer CRM is the Notes tab, where a wealth of information is built up through your day to day interactions with your prospects, customers and other third parties. Imagine a longstanding customer of 1, 5, 10 or 20 years and how their notes can accumulate. Then, imagine trying to […]
How to Dictate Notes to Text Using the Maximizer Mobile App
When you are out on the road, every minute counts. Whatever CRM system your organisation uses, you need a way to keep on top of your tasks, appointments and follow-ups while you are in-between meetings. You don’t want to have to wait until you are back at your desk or have to find a coffee […]
What to do if the Outlook Toolbar is Missing
Occasionally, your Maximizer CRM Outlook Integration toolbar goes missing, even though you’ve already set it up and configured it. Don’t worry; you don’t have to go through the whole setup process again. It’s simple and quick to enable it again, and we’ll explain why it does this. What to do if the Outlook Toolbar is […]
Using task & appointment CRM alarm notifications
No-one wants to miss a meeting or forget to do an important task. Using task and appointment alarm notifications, therefore, is a great way to ensure you stay on top of your agenda. That’s where CRM alarm notifications come into play. They’re not just a feature in your CRM system; they’re your personal assistant, ensuring […]
How to Build More Complex Notifications
So far, our previous Blogs have covered: How to use Task ; Appointment Alarm Notifications Setting up and Configuring Advanced Notifications How to Build Simple Custom Notifications This Blog will expand on our last example of creating a New Customer notification, this time using the following two criteria: Sales Team = Channel Sales Revenue is […]
Additional Configuration in Outlook
In a previous blog we showed you How to Set Up Microsoft Outlook Integration. However, some of the functions on the toolbar, such as Create Contact and Create Case, require some additional configuration in the Outlook settings. If you click on any of these buttons before going through the additional configuration in Outlook, you’ll get […]
