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Treat CRM as a Sales Assistant, Not a Spreadsheet
CRMs should support your sales process like an assistant, not bog it down like a spreadsheet. Here’s why a CRM that thinks like a seller is essential to sales success.
![Maximizer CRM vs Pipedrive CRM | CRM Tools Comparison [2025]](https://www.maximizer.com/wp-content/uploads/2025/06/Maximizer-CRM-vs-Pipedrive-1080x675.jpg)
Maximizer CRM vs Pipedrive CRM | CRM Tools Comparison [2025]
Summary of Maximizer CRM vs Pipedrive CRM Maximizer CRM and Pipedrive CRM both help businesses manage customer relationships, but they cater to different needs. This blog compares the two platforms...
How Modern Insurance Brokers Are Rethinking Client Retention
Smart insurance brokers know that retention isn’t a renewal tactic, it’s a relationship strategy. Explore practical ways to keep clients engaged, loyal, and referring for years.
Maximizer CRM: The Best Canadian CRM Software
The Best Canadian CRM Software Looking for the best Canadian CRM that meets your unique business needs? Whether you're managing a growing pipeline, driving customer retention, or seeking compliance...
CRM Insights
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How Modern Insurance Brokers Are Rethinking Client Retention
Smart insurance brokers know that retention isn’t a renewal tactic, it’s a relationship strategy. Explore practical ways to keep clients engaged, loyal, and referring for years.
Maximizer CRM: The Best Canadian CRM Software
The Best Canadian CRM Software Looking for the best Canadian CRM that meets your unique business needs? Whether you're managing a growing pipeline, driving customer retention, or seeking compliance...
Activity-based selling in financial services: The secret weapon for consistent growth
Activity-based selling is a methodology that prioritizes actions over outcomes. Instead of focusing solely on revenue, advisors and teams track leading indicators—calls made, meetings scheduled,...
Sales Leadership
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Treat CRM as a Sales Assistant, Not a Spreadsheet
CRMs should support your sales process like an assistant, not bog it down like a spreadsheet. Here’s why a CRM that thinks like a seller is essential to sales success.
Maximizer CRM vs Pipedrive CRM | CRM Tools Comparison [2025]
Summary of Maximizer CRM vs Pipedrive CRM Maximizer CRM and Pipedrive CRM both help businesses manage customer relationships, but they cater to different needs. This blog compares the two platforms...
Top 5 Best CRM for Mortgage Brokers & Professionals In 2025
Summary of the best CRM for mortgage brokers & professionals Maximizer’s 2025 guide explores the best CRM software options for mortgage brokers and professionals, highlighting how purpose-built...
AI Innovation
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CRM Powered Sales Forecasting: Say Goodbye to Gut Feel
Gut instinct has long been the sales rep’s compass. But when you’re managing dozens of opportunities, juggling follow-ups, and trying to hit a number, instincts can betray you. Forecasting should...
AI Won’t Replace Salespeople – But It Will Make You Unstoppable
Improve your sales workflow with AI’s insights and automation, without sacrificing the human interaction at the heart of selling.
The Future of Sales: How AI-Driven Leading Indicators Change the Game
AI-powered leading indicators give sales leaders real-time visibility to manage momentum, spot risk early, and drive performance before results slip.
Product Releases
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Financial advisors can streamline document workflows with Maximizer’s Docusign integration
Streamline your contract lifecycle with Maximizer’s Docusign integration. Focus on selling, not paperwork, as you centralize data and eliminate redundancies.
Automate Your Sales Process with Maximizer and Zapier
If Zapier supports your application, you can connect it to Maximizer and keep your CRM as the central repository for your customer data – the way it should be.
Get More Out of Your Meetings by Integrating Maximizer and Calendly
Maximizer’s CRM integration with Calendly streamlines meeting scheduling for sales teams, saving time and enabling efficient relationship-building and sales efforts.
Industry Trends
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Advisors vs. Algorithms: Why Human Advice Still Wins
Robo-advisors may be quick and cheap, but they can’t replace the nuance, trust, or longevity of human financial advice—especially when that advice is tracked and documented.
The Three Pillars of Modern Client Trust: Advice, Access & Audit Trails
In a time when referrals start on LinkedIn and clients fact-check advice with a tap of their screen, trust in financial services is no longer built solely in person. Today, it's sustained...
From Factory Floor to Sales Success: Managing complex sales cycles with CRM
Navigate long and complex sales cycles using CRM. AI-powered insights, email and calendar management, collaborative tools, and task management.