Succession plans and business continuity are often treated separately. But in practice, they’re deeply connected. Nowhere is this more true than in Financial Services.
Overnight success? How was such an unrealistic expression ever coined? Success is achieved through bright minded entrepreneurs, who start tangible businesses that employ talented people, who provide original products and services to genuine customers. It’s called hard work coupled with the right tools to get the job done.
Customer-centric businesses work tirelessly to avoid interactions that leave their clients feeling neglected. That’s why businesses demand the service excellence enabled by shared intelligence on their customers.
With our pre-built connections, we bring together your information at a tiny fraction of the usual cost. This month we’re proud to announce further connections with your accounting solutions.
Alongside QuickBooks, expect two more rock star accounting programs to pop up in your App Directory. A QuoteWorks connection is due within a month, followed shortly by a connection with Xero.
Now with access to contact payment history inside Maximizer – and the power to email PDF invoices and estimates in a couple clicks -- any person on your staff can respond effectively when a customer asks about the status of a payment.
This creates the conditions for “first call resolution”: that is, where questions are answered seamlessly regardless of who is on the phone. Customers hang up feeling validated and impressed by your professionalism, while you can feel great about your decisive response -- for a win-win all round.
Whether you're a credit union, broker dealer or bank – your products pass through many hands, entailing numerous stakeholders and reams of red tape. Financial services top the charts when it comes to industry fragmentation and distribution channel complexity; while price wars lead to razor-thin profit margins. Faced with stiff competition in such a turbid environment, businesses turn to FinTech for an edge.
Companies looking to accelerate profits turn to cloud adoption as a way to stay on the leading edge of major global enterprise software at a cost they can easily absorb. Yet, according to Vice President and Gartner Fellow Daryl Plummer, while extremely valuable, cloud computing also represents one of “the most misunderstood… innovations in current IT and business strategies.”
Grow with Confidence
It’s time to be more confident!
If you’re reading this article, you’ve probably spotted a few changes to your Maximizer CRM. We’ve improved the interface for a slicker user experience, while bringing in exciting new data management tools. Every month, we continue to roll out pre-built integrations to empower you to effortlessly bring everything together.
This past year, we’ve been thinking a lot about our company, our vision and our future. And we’ve turned to our most trusted source -- our customers -- for advice. You’ve been inspirational. And we can’t thank you enough.
It’s your input that has helped us focus on our big audacious goal: helping even more businesses achieve outstanding results. Time and time again, you told us that our stellar customer service sets us apart as a market leader in CRM.
For our 2020 plan, we wanted to hone what’s made us great and it seems that it’s our personal interest and human touch that resonates with you. That’s why we’re deepening our commitment to giving you exceptional customer care, exceptional software and an even more personalized CRM.
This year promises to be momentous as we launch our new brand slogan ‘Grow with Confidence’. This slogan speaks to the fact that we’re proud of having helped over 120,000 businesses grow their corporate bottom line with CRM.
Our history as a CRM pioneer and our reputation for exceptional customer service gives us the experience and depth of knowledge necessary to deliver the outstanding advice, support and coaching users need to get the most value from their CRM.
We will continue to innovate to make selling, planning and management ever easier. We’re releasing more integrations every month, and we’ll be building up your dashboards into a supercharged business intelligence suite, helping you achieve a 360 view of your business, see more clearly and make better decisions. And that’s just the start. A lot more new features are coming down the pipe, and we can’t wait for you to see them.
We’re also leveraging our successful 30-year history with CRM to share our experiences, knowledge and a few war stories! So in addition to your free live training webinars, expect insightful tips and tried and tested advice on how you can use CRM for outstanding results -- with new blogs, e-books, videos and webinars delivered right to your digital doorstep. We’re excited and we’re confident that our fresh approach will invigorate our users.
You depend on your many business apps. Like a surgeon’s tools, each serves a very specific purpose. You’d never give up that precise functionality. Still, you need to bring your data together to align your teams. And manual data entry is just tedious.
Your business's success hinges on the accuracy and integrity of your customer data. That's why you go to great lengths to ensure proper disaster prevention and recovery. But while many companies back up their CRM database every day, a surprising number still don't have a grasp on how to protect against database corruption.
Surfing the Technological Tsunami: How your practice can thrive in the digital economy
The Financial Advice industry faces a “technology tsunami” bound to bring sweeping change, according to Market Logics CEO George Hartman in a recent interview. Robo-advisors, video-conferencing, cloud storage and CRM are all reshaping the way advisors work. Those positioned to “ride the tide” will thrive in a digital economy, Hartman added, while those who don’t may find themselves sinking in race-to-the-bottom price competition.
The Holiday Season provides a well-deserved break and an opportunity to reflect and plan.
It is also the perfect time to be thankful and we would like to thank all our readers, customers and partners for this past year together.
We also take the opportunity to wish you all a very Merry Christmas and a happy New Year, fantastically successful with your CRM!
Businesses continue to collate more and more data. However, what is key to a company’s strategy is the successful interpretation and application of customer data. To get the best results, managing and maintaining key information requires a structured and well-planned strategy. But before you can analyse your findings, centralising your dispersed data via a single platform and by definition, creating ‘one single version of the truth’ is the first step on the road to data management success.
In this blog, we highlight 5 reasons why centralising data will enhance your business.
Cloud computing is hailed as the preeminent advancement for 21st Century businesses. However, it’s easy to be overwhelmed with the sheer amount of information available on the cloud and making a reliable evaluation can be time consuming and complicated. To help, we have brought together a brief guide to explain the top 5 questions frequently posed by businesses considering cloud software.
You’ve done it. You’ve created your own online business and have products or services to sell. Your website is up and running and easy to navigate, full of pictures of your products accompanied by detailed, engaging product descriptions. You’ve also checked that your shopping cart works. Yet, that might not be enough.
In today’s digital world, it`s necessary to define your strategy for business growth. You have to reach your target audience quickly or your website, along with your products, becomes lost in the sea of SERPs (Search Engine Result Pages). So, how do you do that?