Maximizer CRM Wealth Manager Gets a New Name
BY John Easton, Director of Wealth Management
June 20, 2017
Back in 2012, when Maximizer CRM Wealth Manager was first launched, the mission was simple—provide a client relationship management solution for wealth managers. We accomplished this remarkably quickly and with each release, developed our solution beyond the expectations of the market and our customers. As our product evolves, we thought the name should change too—which is why we’re introducing Maximizer CRM for Financial Advisors.
Employers play a major role in improving their workers’ motivation and morale. Low morale and motivation can quickly lead to poor cooperation and decreased productivity at the workplace. This can in turn hinder the business from reaching its goals and achieving the required amounts of success. It is thus vital to come up with effective strategies to build employee motivation and morale. Here are my top five strategies to improve your employees’ morale and productivity. 
Successful CRM users understand that their system acts as a central repository of customer and prospect information. When used effectively, it empowers salespeople to track and qualify incoming leads, and enables management to visualize their sales pipeline at both the company and rep levels.
The Internet of Things. The Third Platform. Social, Mobile, Analytics and Cloud – or SMAC, for short. The rise of SMAC seems meteoric and pervasive. People who don’t have a smartphone or use social media are outsiders, rather than the norm. So how did this come to be?