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 […]
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 […]
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 […]
