MaxNews: The Maximizer Blog
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OCAT Provides the Perfect ERP Solution to Create Quotes, Process Orders and Manage Inventory in Maximizer
As the world continues to digitize its services, the recipe for a strong CRM involves automated...
Use a CRM to Successfully Manage your Contacts & Boost Productivity
Contact management is an integral part of any organization, and doing it well helps you form...
Client retention slips without consistent communication with investors
A better financial portfolio means happier clients, right? Despite a healthy bank account,...
Unravel Your Spreadsheet Spaghetti with CRM
In this blog we look at the value data can bring to a business, the limitations of relying on manual methods, as well as the benefits of better data management with CRM.
Bringing People Front and Center
This month’s update puts people in the limelight. We’ve improved account and contact details screens to put people front and center – account holder, owner, and other contacts are now easier to see. Where would we be without people? With data that matters in plain sight, navigate your workflow without digging around.
A New Look, Cleaner Dashboards and some Opportunities Workflow Enhancements!
We’re very excited to share our new look with you, but first we wanted to let you know that the Notes function is back! Based on your feedback – and as we refine a consolidated view of all your customer data into a Timeline (stay tuned!) – we brought Notes back as it was: logging notes for phone calls, emails and appointments/tasks creation, modification, and completion.
The Gift That Keeps On Giving – MAXFLIX S1E02
MAXFLIX is a thought-provoking panel series of global experts discussing the good, the bad, and the ugly of growing your business. Biased to the technology of course, but not just CRM. We are calling them episodes (a cheeky little play on the household name in streaming services). We launched Episode 2 last week, The Gift That Keeps On Giving.
Spring 2022 Maximizer Release Delivers New Interactions Tab, And More
New Interactions tab means all your customer communications are now in one place With the spring...
Maximizer announces Interactions Tab – a new way to manage customer communications and more in the latest release.
Interactions represent instances of communication, or “touchpoints” between a company, a customer or a prospect. In the CRM lifecycle, tracking interactions helps by providing additional details and context about a particular contact. Now you can find all your touchpoints with a contact within your CRM under one tab so you can stay better connected with the target market and strategize the frequency and medium of your communication with prospects/customers effectively.