Blog Entries Archive - Maximizer CRM

7 Reasons Why Business Intelligence Is Vital To Business Success

BY Mike Richardson, Managing Director - EMEA
September 25, 2018
Business Intelligence Business Success

In today’s customer-centric, digital-first world, many business owners and managers are bombarded with ‘information overload’ and are urgently seeking ways to derive greater control, understanding and intelligence from their organisation’s data.

 

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How to Unlock the Secrets of The New Customer Journey

BY Alison Smith - Head of Marketing EMEA
September 20, 2018

How to Unlock the Secrets of The New Customer Journey

15 Ways to Supercharge Your Business - Week 3

Thank you to those of you who have already given us positive feedback on our 15 Ways to Supercharge Your Business programme! It’s great to see so many of you engaging with the content in your weekly emails, designed to help you analyse and adapt your business processes to the new, digital-first expectations of your customers and prospects.

Last week we took our first steps on the path to exploring the New Customer Journey, looking at the drivers behind the fundamental changes in customer behaviour and the typical stages of their journey from initial interest to point of purchase (and beyond).

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Your First 90 Days as a Sales Manager

BY Jeff Propp – Head of Revenue
September 17, 2018
90-Days-Sales-Manager

So you are the new Sales Manager, congratulations! While you may have thought getting the right company to give you the job offer was a challenge, you still have work ahead of you. The good news is that with a little pre-planning you will do great and can easily go on to become successful in your field. It’s all about having a plan and knowing what to do in those first 90 days.

The first 90 days in your new sales management role will help lay the foundation for things to come. Go in looking weak to your team and they may always see you as that way. Come on too strong and you may create bad blood from the start. It’s important to enter the position with an open mind and a steady hand. As in other areas of life, first impressions go a long way.

Here are some tips to keep in mind for helping you to get through the first 90 days as a sales manager

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What Is The New Customer Journey? (And How to Master It)

BY Alison Smith - Head of Marketing EMEA
September 13, 2018

15 Ways to Take Advantage of Your New Customer Journey

We’re excited that so many of you have already signed up to our 15 Day Programme: The New Customer Journey!

As I introduced in my first blog last week, the emails that you – as valued participants in our Programme – will receive each week are designed to steer you through the course of the programme to help to bring your sales and marketing approach firmly into line with the demands and expectations of the modern, digital-first customer. Each email gives you access to great tools and information that will set you on the path to business growth.

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5 Sure Fire Ways to Take Your Customer Success to the Next Level

BY Harriet Ansell – Customer Success Manager
September 12, 2018

5 Sure Fire Ways to Take Your Customer Success to the Next Level

Regardless of the type or size of your company, it’s safe to say that your success in the modern business world relies on delivering a top-notch customer experience at all stages of the ‘customer journey’.  At its heart, this involves engaging proactively, thoughtfully and regularly with customers to ensure your business keeps its promises, has its finger on the pulse of their changing needs and objectives, and ultimately retains them as a happy customer.

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The 8 secrets to CRM adoption success

BY Reg Robazza - Director, Customer Support & Information Services

A CRM implementation isn’t coin-operated...

A CRM implementation isn’t coin-operated.

Achieving a successful CRM ROI instead takes focus. It’s about planning, getting your technology and people working together. And there are many moving parts that can impact your total cost.

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15 Ways to Take Advantage of Your New Customer Journey

BY Alison Smith - Head of Marketing EMEA
September 6, 2018

15 Ways to Take Advantage of Your New Customer Journey

The way that buyers behave and engage with your business has changed fundamentally over the last five years. It’s no exaggeration to say that businesses who fail to bring their strategy into line with the new needs and expectations of today’s customers and prospects, will be left behind by quicker-moving, more digitally-savvy, customer-centric competitors.

So how do you go about adapting your business to the New Customer Journey?

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How to Improve your Sales Processes with the Right CRM Strategy

BY Jeff Propp – Head of Revenue
August 23, 2018

How to Improve your Sales Processes with the right CRM Strategy

As an organization, your sales team depend on the right data points at the right time to win over prospects. And sales team leaders depend on that information to predict and plan.

But sales processes often struggle to keep pace with evolving customer expectations. Outdated data collection methods keep information siloed -- making it difficult to achieve personalization, clarity and consistency.

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Engage Customers like Never Before with Brand New SMS Text Integration

BY Jan Carter - Head of Product & Development
August 17, 2018

Engage Customers like Never Before with Brand New SMS Text Integration

If you’re using Twilio every day and loving it -- then you’ll also love this brand new connection. Introducing a new Maximizer integration with your Twilio account, available in the App Directory.

Now you can connect directly with your customers, and review a complete history of your outbound and inbound messages, all from a single tab.

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Getting to Know the Maximizer Team: Customer Success

BY Alison Smith - Head of Marketing EMEA

Getting to Know the Maximizer Team: Customer Success

Welcome to the first in our series of features to introduce the passionate people within Maximizer that bring you great customer experience and help you deliver successful CRM to grow your business with confidence. And where better to start than with our Customer Success Team, EMEA Region.

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9 Must-Have Mobile CRM App Features and Why you Need Them

BY Jan Carter - Head of Product & Development
August 16, 2018

9 Must-Have Mobile CRM App Features and Why you Need Them

We live in an increasingly fluid, interconnected world. Some say a “mobile revolution” is underway. And the numbers back that hypothesis up. The share of websites accessed via tablets and smartphones tripled between 2012 and 2018.

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5 Cost-Effective Strategies to Kickstart your Digital Transformation

BY Niall Auburn, Marketing Specialist - CRM Wealth Manager
August 15, 2018

5 cost-effective strategies to kickstart your Digital Transformation

Peer-to-peer lending. KYC services. AI. Stock & trading apps. What some are calling a “tsunami” of fintech innovation is washing across the financial services sector. Disruption isn’t exactly toppling incumbents left and right. But the impact is very real.

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NEW: MYOB and CRM Live Integration! Connecting Sales and Finance like Never Before

BY Jan Carter - Head of Product & Development
August 13, 2018

MYOB and CRM Live Integration! Connecting Sales and Finance like Never Before

Kiwis and Aussies have got a whole new reason to love using CRM Live this week. Introducing a brand new integration with Australia and New Zealand’s #1 accounting solution for SME’s -- MYOB!

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Secrets to an Outstanding Compliance Experience

BY Niall Auburn, Marketing Specialist - CRM Wealth Manager
August 1, 2018

The fundamental steps to ensuring rock-solid client data security with Financial CRM

CRM2 requirements went into full force two years ago. Advisors and clients alike welcomed the changes. But adapting to the new rules has only just begun. Indeed, according to the Ontario Securities Commision, many practices still don’t follow basic requirements, including robust KYC documentation and tracking of emails.

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The Fundamental Steps to Ensuring Rock-Solid Client Data Security with Financial CRM

BY Niall Auburn, Marketing Specialist - CRM Wealth Manager
July 4, 2018

The fundamental steps to ensuring rock-solid client data security with Financial CRM

In Financial Services, many companies prefer to keep client information locked tight in-house to guarantee complete protection. This legacy thinking is with significant justification. Those who let personally identifiable client data slip face massive loss of reputation, loss of clients, plus punitive fines and lawsuits.

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