Blog Entries Archive - Page 2 of 84 - Maximizer CRM

Understanding Investor Bias to Better Serve your Clients

BY John Easton, Director of Wealth Management
November 22, 2017


While many individuals argue they are rational, independent thinkers, the reality is we're all human and subject to biases, shaped by our experiences and emotions. And nowhere is this more evident than in investing. 

According to a recent report from BMO Wealth Management, "Generational Perspectives", people of the same generation demonstrate similar biases when it comes to handling their money. 

As an advisor, part of your job is helping clients put "head over heart" when it comes to building a diversified portfolio, protected against risk. By understanding their common mistakes, you can better coach clients on how to reach their long-term goals. 

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Identify your Profitable Customers to Increase Revenues

BY Tom Jager - Guest Blogger
November 21, 2017

Identify your profitable customers to increase revenuesBusinesses today are spending thousands of dollars on getting new customers. While increasing your customer base certainly sounds great, many forget about retaining the existing customers. This strategy can cause a number of challenges because the probability of selling to an existing customer is actually much higher than to a new prospect.

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How to Optimize Your Business Resources

BY Anand Srinivasan - Guest Blogger
November 14, 2017

How to Optimize Your Business Resources

There is an unwritten rule when it comes to hiring for start-ups: recruit only when your employees are 120% stretched. In other words, start-ups cannot afford to have employees who are not a hundred percent utilized. There is simply no room for ‘excess’. But while this makes business sense, you may also be bringing down the morale of your employees by overworking them. The solution is to optimize your business resources, so that you can extract greater productivity from your team before you start recruiting new people.

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How to Grow Channel Partner Revenues with CRM

BY Jan Carter - Head of Product & Development
November 8, 2017

You rely on your partners to sell your products across different geographies. But managing these partners can be a huge challenge. You need to motivate a group outside your organization and collect their sales information for forecasts. This may mean spending unreasonable hours on the phone and emailing to keep partners aligned with your business.

As your sales network gets bigger, this work only gets harder, slowing the growth of your channel revenues. But there's a way to scale up with fewer growing pains -- by bringing your partner information together onto the same platform as your direct sales tools.

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How to put together a CRM implementation dream team

BY Lauren Stafford - Guest Blogger
November 7, 2017

How to put together a CRM implementation dream teamThere are many advantages to utilizing a CRM system; for example, we know that the use of CRM software increases the productivity of salespeople by 15% and that sales personnel who use it are far more likely to hit their sales quota. Once you’ve selected a CRM that suits your business needs, there’s the small matter of implementing it. First things first, you need to pull together your CRM implementation team.

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How to eliminate ROT and bring your data together

BY Jan Carter - Head of Product & Development
November 1, 2017

Information management consultants spill a lot of ink about the costs of badly organized data. Few are as incisive as Kevin Parker, winner of the 2016 AIIM leadership award and Senior VP at Tahzoo, an Inc-500-ranked digital CX compan y. He uses the acronym "ROT" to communicate the dangers of bad data management. ROT (i.e., Redundant, Obsolete and Trivial data) writes Parker, represents the junk cluttering up information systems -- leading to wasted time, unreliable reports and bad decisions, costing your business money. 

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5 ways your company can become a customer magnet

BY Erica Silva - Guest Blogger
October 31, 2017

5 ways your company can become a customer magnetLead generation is one of the primary focuses of any business, as it is the core element that leads to growth and drives revenues. Successful customer attraction relies heavily on the effectiveness of your product and, most importantly, how you sell it; therefore, leading businesses employ various growth strategies which revolve around customer acquisition.

Moreover, constant evolution of a business for sustainable success is only possible if entrepreneurs incorporate innovative marketing campaigns to increase their outreach and subsequently, their consumer base.

Traditional marketing yields results, however, the digitalization of every aspect of our lives requires innovative tactics that transform an average company into a customer magnet.

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Connect Your Business-Critical Apps

BY Jan Carter - Head of Product & Development
October 25, 2017

Connect Your Business-Critical Apps

You want to see everything to do with each customer in order to deliver effective, timely service and win customer loyalty. But your business likely uses multiple apps – your email, your accounting software and more. Unfortunately, these apps don't always talk well to each other, creating data silos that hamstring your ability to work quickly.

We recognize our customers' needs for easy, cost-effective connectivity. And that's why we've revamped Maximizer CRM to integrate all your tools, effortlessly. The App Directory connects your diverse business-critical apps, bringing you closer to customers, prospects and business partners than ever before.

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Why Database Security Matters and What You Can Do to Enhance It

BY Lucy Jones - Guest Blogger
October 24, 2017

Why Database Security Matters and What You Can Do to Enhance ItWhat’s so unique about The Library of Alexandria? It was one of the most influential centers of learning in the classical world, so influential that scholars travelled to it from all over the world. The great works contained there included mathematics, astronomy, physics, natural sciences and poetry. This all ended in 48 BC, when the library was destroyed - one of the earliest examples of the devastating effect of data loss, with over 500,000 irreplaceable scrolls reportedly lost.

The advent of digital data storage was supposed to increase the level of data security, but it’s not always the case. The volumes of data being generated today are hard to manage and although there are databases designed specifically with big data in mind, database security still remains a big concern today, even with advanced technologies to mitigate the risk.

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Maximizer CRM 2018 is here

BY Vivek Thomas - President
October 18, 2017

#M2018 CRM 2018 is here

Connecting you like never before 

Your business pays a steep toll for disconnection. Employees spend more time switching between apps than using them; while you struggle to coordinate your team and get visibility across your business.  

But what if there was a way to quickly connect your business, with collective intelligence on customer preferences, history and status? 

Well, now there is. Today's release, Maximizer CRM 2018, helps you bring everything together, quickly and easily, so you connect with your customers, prospects and business partners like never before. 

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Increase Your Referability by Being Helpful

BY Tyler Hoffman - Guest Blogger
October 17, 2017

Increase Your Referability by Being HelpfulAsking for referrals for many of us can feel awkward and unnatural. Too many times the focus is on the work recently completed or the products and services just purchased as a means to prompt the question “who else do you know?”. Doing a “good job” or implementing a “great strategy” and aligning the referral request to those outcomes is a clunky way to cultivate referrals.

An alternative view is to design an experience for the client that is so amazingly beautiful and deliberately [over-the-top] helpful that you don’t even need to ask, they feel compelled to share you. Almost as if the experience you intentionally designed for them cast a spell of urgency in their brain, causing an immediate feeling and sheer need to introduce you to their high-value contacts.

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Why Social Media Plays A Big Part In The New Customer Journey

BY Alison Smith - Head of Marketing EMEA
October 12, 2017

Why Social Media Plays A Big Part In The New Customer JourneyWhat does the average person spend 2¼ hours a day doing? According to research from Globalwebindex, browsing social media. That equates to a huge 30% of online time. From a business perspective, that gives credence to the need to be seen online. Without social media presence or worse, with inactive accounts, you potentially harm your reputation and stop the customer journey in its tracks. Today, an active social media presence is taken as a sign of a sound, reliable brand.

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10 Passive Income Ideas for Small Businesses

BY Nick Rojas - Guest Blogger
October 10, 2017

10 Passive Income Ideas for Small BusinessesAs a small business owner, managing your time is an important part of your job. When you’re actively engaging in the necessary tasks to keep your business running, finding new ways to turn a profit can be difficult.

One good way to keep money coming in is to begin generating passive income. Passive income allows you to remain focused on your business for the majority of your time, while still earning money from other ventures that don’t require your attention. Here are 10 ideas you can start using today.

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Building Ideal Buyer Personas

BY Alison Smith - Head of Marketing EMEA
October 5, 2017

Building Ideal Buyer PersonasYou have identified your key target markets or customer groups through segmentation and your most profitable customers using CLV, you are now ideally placed to take the next step and define profiles or buyer personas.

These are fictional, generalised representations of your ideal customers, which can be used across all functions of your business, to help you attract and relate to your customers as real people rather than just numbers. The creation of personas was, at one time, only practiced by large corporates; however, as competition grows, it’s increasingly important to have targeted, relevant communications.

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8 Top Tips To Promote Your Business On Social Media

BY Mary Walton - Guest Blogger
October 3, 2017

8 Top Tips To Promote Your Business On Social MediaThere's no doubt that if you're running a business online, you need to be promoting that business through social media. However, it can feel very overwhelming for small business owners. Where do you start? How do you use it? Here's 8 tips that will help you promote your business and get more customers through social media.

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