CRM Articles
MaxTalks (video): Leading & Lagging Indicators
President and CEO, Iain Black, highlights why leading indicators are one of the most effective tools for sales...
MaxTips for Financial Advisors (4/4)
Winning the End Game: Client Follow-upWe’re wrapping up the week with our fourth and final installment of MaxTips for...
MaxTips for Financial Advisors (3/4)
Connecting with Clients We continue this week with MaxTips for Financial Advisors - a four-part series with key...
MaxTips for Financial Advisors (2/4)
Getting your Client Profiles in OrderThis week we’re presenting MaxTips for Financial Advisors - a four-part series...
MaxTips for Financial Advisors (1/4)
From Spreadsheets to CRM: Ensuring a Smooth & Successful TransitionThis blog represents the first of a four part...
Maximizer’s Opps Viewer
The Opportunity Viewer (or “Opps Viewer” as we like to call it) is a powerful visual tool for Sales Leaders and an...
Maximizer’s New Timeline Feature – Tell Me More!
Introducing Maximizer’s new Timeline – another great feature bringing “peace” to the frustrated Sales Leader!...
Maximizer Sets Focus on CRM for the Sales Leader with 3 Key Announcements
Iain Black, President & CEO Delivers Keynote & Hosts Expert Panel It was an exciting week for everyone at...
Global Software Pioneer Maximizer Announces Strategic Product Shift to Specifically Target Revenue Leaders
Company deploying largest-ever investment to refine 35-year-old product strategy NEWS RELEASE: Vancouver, December 12,...