MaxNews: The Maximizer Blog
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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.
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.
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.
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.
We’ve been at this for more than 30 years. That means we’ve got a solid handle on what works and what doesn’t. What businesses need to succeed, and what’s unnecessary. We know that many of our customers share similar pain points when it comes to running their business. Getting the people, processes, and product/service right. And there is an overwhelming amount of advice out there.
It is estimated that in 2021 10% of Canadians will leave their financial advisors (1). With the disruptive wave of Robo-Advisors entering the market, financial planners must demonstrate the value of their services outside of portfolio construction to keep customers coming back.
Like many advisors, you’ve probably changed the way you are communicating with your clients recently. But what’s the right balance of virtual versus in-person? How often should you contact them?
Here are our top tips for improving client retention through better communication.
A better financial portfolio means happier clients, right? Despite a healthy bank account, customers are becoming increasingly self-empowered to switch providers. So what can you do to foster client retention? When surveyed, only 29% of advisors say clients leave due to returns falling below expectations (1). Instead, 64% of investors leave because advisors fail to demonstrate value beyond portfolio construction, followed closely by 62% who said not communicating with clients in a way they expect is what spoils the relationship (1).
We chat with Christie Day, Group Event Director and Charity Holden, Sales Manager to learn about their successful business and why they would recommend Maximizer CRM to improve productivity and customer experiences. In the Autumn 2019, Hub Exhibitions launched a new Women in Business Expo at the Farnborough International Conference Centre in Hampshire, UK, which proved to be a great success.