Blog Entries Archive - Page 3 of 87 - Maximizer CRM

CAN-SPAM, CASL and GDPR – Why Knowing the Difference is Critical

BY Adam Pez – Senior Content Writer
April 19, 2018

With GDPR set to go into force next month, promising sweeping changes to Europe’s privacy laws, organizations are shifting their compliance efforts into top gear.

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4 Sure-fire Ways to Grow Your Advisory Business

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

When it comes to strategies for acquiring new clients, expensive marketing and advertising might spring to mind. But before you start frantically plastering your name on the side of every bus in your neighbourhood, maybe step back and consider alternatives. Here are some sure-fire strategies bound to boost your bottom line without breaking your bank.

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Avoiding Everest: How Customizing CRM Yourself Can Lead to More Bang for Your Buck

BY Andrew Heriot - Head Of Services EMEA
April 12, 2018

When buying and customizing CRM, clients often think they need the next best thing. They imagine spending massive amounts to achieve amazing results. They’re dazzled by the golden bells that jingle and miss the bigger picture -- and end up with disappointing results.

Indeed, a full 33 percent of CRM projects fall short. And often, the root cause is poor planning. Companies tackle mega-projects that end up taking years to complete – or that never come to fruition.

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6 Essential Tactics for Culling Garbage Data from Your CRM

BY Jan Carter - Head of Product & Development
April 5, 2018

The acid observation, “garbage in, garbage out” is as true 20 years ago as it is today. Whether your database runs on your server, a third-party cloud service – or an immutable block chain ledger – your contact information is only as good as what you put in. And now with new innovations promising to supercharge CRM, getting rid of inaccurate, outdated and redundant data has never been more important to businesses who want to keep their competitive edge.

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Buying & Selling Profitably: Determining the True Value of an Advisors Book

BY Patrick Sutherland - Former Director of Sales
April 3, 2018

Whether you’re looking to sell up – or want to expand with an acquisition – knowing you’re getting the right price – and value – from a transaction is critical. A good transaction is more than buying a book of business and adding on a multiplier that satisfies both parties. You need to know the book’s value and whether it fits in with your strategy, while during handover, easing the transition for advisors and clients alike.

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How Langara Fishing Adventures Creates Outstanding Guest Experiences with Cloud CRM

BY Adam Pez – Senior Content Writer
March 29, 2018

For over 30 years, Langara Fishing Adventures has earned a reputation as the destination of choice for serious salmon seekers.

Their all-inclusive vacation packages provide 5-star access to one of the world’s top sport fishing and marine wildlife destinations: Langara Island, in British Columbia’s remote Haida Gwaii archipelago, 20 nautical miles south of Alaska.

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How you can Eliminate the Fear, Uncertainty and Doubt in your practice with CRM

BY Jan Carter - Head of Product & Development
March 23, 2018

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.

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Does Overnight Success Exist?

BY Alison Smith - Head of Marketing EMEA
March 22, 2018

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.

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Achieve First Call Resolution with Shared Payment Information

BY Jan Carter - Head of Product & Development
March 21, 2018


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.

GDPR for SMEs – Four Common Myths Busted

BY Anthony Young - Partner at Bridewell Consulting
March 16, 2018

The EU General Data Protection Regulation (GDPR) comes into force on 25 May this year and represents the biggest change to data protection legislation in Europe for over two decades.

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4 Crucial Strategies When Choosing a Financial Services CRM

BY Patrick Sutherland - Former Director of Sales
March 14, 2018

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.

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Top 4 Cloud CRM Myths Busted

BY Reg Robazza, Director Customer + Information Systems (Americas)
March 12, 2018

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.”

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Grow with Confidence

BY Vivek Thomas - President
March 8, 2018

Grow with Confidence

It’s time to be more confident!
#GrowWithConfidence

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.

7 Killer Strategies That Lead to Rock-Solid Contact Management

BY Vivek Thomas - President
March 7, 2018

Your vendor, prospect and customer contact information is like the oil in your business’s engine. It enables your outward-facing team to keeping humming along efficiently. But like motor oil, your contact information degrades over time. You need to be regularly topping it up to ensure everything is accurate and up-to-date.

Maintaining clean, accurate contact information can be really challenging, however, when those contacts are fragmented across multiple Excel files, or Gmail and Outlook accounts. These disjointed records lead to duplicates, mistakes, missed follow-ups and lost opportunities. While managers find it almost impossible to forecast accurately or get visibility into their team’s performance.

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Get it together! – with a new Hubspot connection

BY Jan Carter - Head of Product & Development
February 14, 2018

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.

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