Building Ideal Buyer Personas

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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Catch and keep prospects

Catch and keep prospectsGrowing competition has forced businesses to become more and more creative in their attempts to capture the imagination of the buying audience. As imaginative as sales tactics are, they have revolved around one very simple principle: a strong promotional sales message with the aim of a prospect talking to a salesperson leading to a purchase.

Yet in recent times, the sales model has undergone a radical change. Customers have access to multiple sources of information to conduct their own research before they buy, rather than the traditional route of seeking advice from a brand’s sales team.

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Marketing, CRM & GDPR – The Perfect Storm

Marketing, CRM & GDPR – The Perfect StormIn a recent survey, 92.3% said they maintain databases to host information on customers or prospects. With this in mind, GDPR is going to be a huge data nightmare and as you will read below, may lead to drastic steps! Getting data right in CRM has always been a challenge and ongoing investment. Getting it right now is going to be a compliance need.

The GDPR (General Data Protection Regulation), coming into enforcement in May 2018, has significant and far reaching implications for marketers and those responsible for CRM data. It will affect any organisation that collects and/or processes personally identifiably data of any EU citizen. The UK’s Brexit will NOT exempt UK businesses, as GDPR is already agreed and in place ready for enforcement in the UK.

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Advisor Technology: Why it’s Worth the Money

Advisor Technology: Why it’s Worth the MoneyNot long ago, most advisors managed contacts with the rolodex. But computerization has revolutionized the industry. It continues to evolve rapidly today, with a new financial technology rolling off the production line almost every day. While it’s easy to see how all this change benefits investors, advisors stand to benefit too. Indeed, a recent study by Fidelity Investments shows that “eAdvisors” – those using twice as many technologies as their peers – have more high net worth clients and higher AUM.

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5 Strategies for Engaging Millennial Investors

5 Strategies for Engaging Millennial InvestorsA radically diverse, globalized and digitally connected generation, millennials are set to take the stage. They already make up almost half the US workforce and will soon hit peak earning potential. Over the next 30 years, they’ll inherit 30 trillion dollars from their baby boomer parents.

The growing clout of the millennial investor represents a huge challenge for financial advisors and companies, at risk of serious disruption. Research shows millennial investors are conservative with their money, don’t trust financial institutions, and are turning by the millions to robo-advisors — now a 55 to 60 billion dollar industry. According to a 2014 report by UBS, just 14 percent of surveyed millennials said they would consult a financial advisor on a major decision, as opposed to 40 percent of non-millennials.

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Maximizer CRM Wealth Manager Gets a New Name

Maximizer CRM for Financial AdvisorsBack in 2012, when Maximizer CRM Wealth Manager was first launched, the mission was simple—provide a client relationship management solution for wealth managers. We accomplished this remarkably quickly and with each release, developed our solution beyond the expectations of the market and our customers. As our product evolves, we thought the name should change too—which is why we’re introducing Maximizer CRM for Financial Advisors.

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Now Available! Maximizer CRM for Manufacturing

In a survey by PWC, CEOs were asked what their number one concern was for 2017.  Seventy-one percent of those polled put customer retention and engagement at the top of their list. And with customers demanding a personalized experience more than ever before, the modern manufacturer has to find new ways to wow them.

CRM solutions go a long way to helping manufacturers gain total visibility over their customers, from lead to service. The challenge however, is finding a CRM that meets the more complex needs of manufacturers.  And one that meets your unique needs.

We recognize that each manufacturer has their own set of requirements for supply chain management and flow. Maximizer CRM for Manufacturing was built with this uniqueness in mind, offering a fully customizable environment that you can easily set up to meet the needs of your company.


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Latest release of Maximizer CRM enhances productivity through personalization

See how Maximizer CRM puts customer information front and center in our latest release –  it’s packed with enhancements that let you know what has changed, find contacts faster and have a better mobile experience.


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Saving Gmail in Maximizer – Even I can do it!

Saving Gmail in Maximizer – Even I can do it!I’m a technological luddite, I admit it.

The Urban Dictionary defines a luddite as: One who fears technology (or new technology, as they seem pleased with how things currently are). If you’re more of a Crossing the Chasm (Geoffrey Moore) fan, I fall somewhere between ‘Late Majority’ and ‘Laggard’. And this considered, it’s actually quite ironic that I’ve spent the better part of 20 years working in the tech space!

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Why do SMEs need a benchmark for CRM Value and Success?

Why do SMEs need a benchmark for CRM Value and Success?We are at a turning point in time, where the need to establish a Customer Relationship Management (CRM) value and success benchmark for Small and Medium-sized Enterprises (SMEs), has become critical. The fact of the matter is that there is little available – plenty of opinion pieces on the internet, but hardly any hard facts about how SMEs are using their CRM solutions, and the value they are getting from them.

It’s important that small and medium-sized companies have a benchmark to work to, at a time when CRM is experiencing an evolution and becoming the key tool for managing ‘the new customer journey’.

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