Auto Formatting Phone Numbers in Maximizer CRM
It might sound trivial, but simple things like ensuring consistency in data entry, including phone numbers, make a big difference in how efficient you become when using CRM. Luckily, there are ways to make this easy for you. In this blog, we’ll take a look at how to auto format phone numbers in Maximizer CRM. […]
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 […]
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 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 […]
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’s New in Maximizer CRM 2020 R1 – Mobile App
We’ve been covering what’s new in Maximizer CRM 2020 Release 1 over several blogs. For a reminder of what these enhancements are, check out the links at the bottom of this blog. Now, let’s take a look at how the Maximizer CRM 2020 Mobile App has massively improved. Maximizer CRM Mobile App The Mobile App […]
Maximizer CRM 2020 R1 – enhancements in the Web Client
In our previous blogs, we covered 3 of the big improvements to Maximizer CRM 2020 Release 1. However, there are some more enhancements in the Web Client which, although small, are still really useful! Let’s take a look at these additional improvements. Quick Search Previously, the default search function for Opportunities searched Objectives and Description. […]
Maximizer CRM 2020 – What’s new in R1: manage Default Entries centrally
In our 5-part series about Maximizer CRM 2020 Release 1, we share some of the enhancements that we are most excited about: An overhaul of the Leads Module Improvements to the Import Manager The ability to manage Default Entries centrally Other Enhancements in the Web Client A great addition of functionality to the Mobile App […]
Maximizer CRM 2020 – What’s new in R1: an overhaul of the leads module
June 2020 saw the release of the much anticipated Maximizer 2020 R1, and it didn’t disappoint. It was jam packed with enhancements but the ones that we are most excited about are: An overhaul of the Leads Module Improvements to the Import Manager The ability to manage Default Entries centrally Other enhancements on the Web […]
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 […]
