Maximizer homepage
  • Solutions
        • Grow Your Pipeline
          • CRM for Lead Generation
          • CRM for Lead Management
          • CRM for Pipeline Management
        • Boost Retention & Relationships
          • CRM for Customer Retention
          • CRM for Database Management
          • CRM for Reporting and Analytics
        • Streamline Team Collaboration
          • Collaborative CRM
        • Customizations & Integrations
          • Customizable CRM
          • CRM Integrations
          • CRM for Microsoft 365
          • On-Premise CRM
        • Mobile & AI-Powered CRM
          • AI CRM for Sales
          • CRM Mobile App
        • Access our demo to see Maximizer's sales impact.

          Book a demo

  • Industry
        • Financial Services
          • CRM for Financial Services
          • CRM for Insurance
          • CRM for Wealth Management
          • CRM for Banking
          • CRM for Investment Banking
          • CRM for Lending
          • CRM for Tax Firms
        • Access our demo to see Maximizer's sales impact.

          Book a demo

  • Role
        • Financial Professionals
          • CRM for Financial Professionals
          • CRM for Financial Advisors
          • CRM for Financial Consultants
          • CRM for Insurance Agents
          • CRM for Insurance Brokers
          • CRM for Mortgage Brokers
          • CRM for Wealth Advisors
          • CRM for Investment Bankers
        • Sales Professionals
          • CRM for Sales Reps
          • CRM for Sales Leaders
        • Access our demo to see Maximizer's sales impact.

          Book a demo

  • Pricing
  • Resources
        • Library
          • Blog
          • Case Studies
          • Guides
          • Press Releases
        • Support & Onboarding
          • Product Tours
          • Help Center
        • Need help? Reach out to us now!

          Contact sales

  • CRM for Microsoft 365
  • Login
  • Book a Demo
Login BOOK A DEMO
Hub Exhibitions

Hub Exhibitions

by rykiel bterrani | Dec 4, 2024 | Videos, Case Studies

Building Strong Client Relationships: How financial advisors can leverage CRM for better outcomes

Building Strong Client Relationships: How financial advisors can leverage CRM for better outcomes

by rykiel bterrani | Dec 3, 2024 | CRM Insights

Building strong client relationships is the cornerstone of success for financial advisors. In a field where trust and personalized advice drive client retention and referrals, the ability to manage relationships effectively has become a strategic advantage. Today’s...
Mastering Sales in SMBs: How the right CRM helps you scale without the growing pains

Mastering Sales in SMBs: How the right CRM helps you scale without the growing pains

by rykiel bterrani | Nov 27, 2024 | CRM Insights

83% of sales leaders report their sellers struggle to adapt to changing customer needs and expectations. As small and medium-sized businesses (SMBs) scale, managing customer data accurately becomes increasingly complex, especially with larger sales teams and more...
Navigating Compliance in Canadian Sales with CRM Tools for Local Market Success

Navigating Compliance in Canadian Sales with CRM Tools for Local Market Success

by rykiel bterrani | Nov 19, 2024 | CRM Insights

Canadian businesses face unique challenges when it comes to compliance. From stringent privacy laws to bilingual communication requirements, operating in the Canadian market demands a thorough understanding of, and adherence to, a complex regulatory framework. For...
Boosting Sales Team Collaboration with Microsoft 365

Boosting Sales Team Collaboration with Microsoft 365

by rykiel bterrani | Nov 14, 2024 | Sales Leadership

The power of Outlook for sales teams  Did you know that the average sales rep spends over 30% of their workweek on administrative tasks? Two days a week, your sellers are face-to-face with routine work instead of opportunities. Within Outlook alone, your sales reps...
« Older Entries
Next Entries »

For over 35 years, Maximizer has been helping leaders monitor and coach their sales and renewals teams to land, keep, and grow customers.

BOOK A DEMO
About

Careers

Product Tours

Pricing

Support

System Status

Data Security

Terms of Use

Privacy Policy

Cookie Policy

Business Partner Directory

What Is CRM

Best CRM Software 2025

Headquarters

Maximizer Services Inc.
260 – 60 Smithe St
Vancouver, BC, V6B 0P5
Canada

1-866-387-8764

Contact Us

© Maximizer 2025
Manage Cookie Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}