How to use Maximizer CRM for Teams
As you would expect from a CRM product, Maximizer CRM connects and integrates easily with other systems. This blog covers a little gem that will enhance your productivity further by connecting Maximizer CRM with Microsoft Teams. Maximizer users can view the App Directory from within the product itself to see what other apps are available. […]
How to configure your Preferences in MAXIMIZERCRM – part 1
The ability to configure your preferences in MAXIMIZERCRM means you can have the system set up exactly how you want it. This saves you time as you can quickly and easily navigate your way around, view particular areas and conduct certain actions that are common to you as a user. Here’s an overview of how […]
How to configure your Preferences in MAXIMIZERCRM – Part 2
In our previous blog, we covered the basic Preferences. In this blog, we cover how to configure Preferences in MAXIMIZER CRM under the Other Preferences section. Reminder: How to Access your Preferences In the top-right corner of the page, click on the cog icon to access your Preferences. The basic Preferences appear: Other Preferences […]
How to configure your Preferences in Maximizer CRM – Part 3
In our previous blogs, we covered the basic Preferences and Logging and Calendar/Hotlist Preferences. In this blog, we cover the preferences in MAXIMIZERCRM for: Monitoring Email Startup Format Reminder: How to Access your Preferences in MAXIMIZERCRM In the top-right corner of the page, click on the cog icon to access your Preferences. The basic Preferences […]
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 […]
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 […]
