How Can CRM Drive Customer Success and Business Productivity?

BY Alison Smith - Head of Marketing EMEA
December 12, 2018

How Can CRM Drive Customer Success and Business Productivity?

How Can CRM Drive Customer Success and Business Productivity

15 Ways to Supercharge Your Business - Week 10

Having examined your customers’ evolving expectations in detail and identified where you may need to rethink your business processes, this week we turn to the practical matter of how Customer Relationship Management (CRM) software is helping companies like yours successfully manage the modern customer lifecycle - from acquisition through to retention and expansion - while boosting salesforce productivity.

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Embracing The New Customer Journey: Top Tips To Get Your Staff On Board

BY Alison Smith - Head of Marketing EMEA
December 6, 2018

Embracing The New Customer Journey: Top Tips To Get Your Staff On Board

Embracing The New Customer Journey: Top Tips To Get Your Staff On Board

15 Ways to Supercharge Your Business - Week 9

When challenging the status quo in the business world, a certain degree of resistance is inevitable.

In fact, according to a Forbes article citing research from Harvard Business School, 70% of all organizational change efforts fail “and one reason for this is executives simply don’t get enough buy-in, from enough people, for their initiatives and ideas.”

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8 Tactics To Up Your Lead Generation Game In 2019

BY Mike Richardson, Managing Director - EMEA
November 27, 2018

8 Tactics To Up Your Lead Generation Game In 2019 (And How CRM Can Help)

8 Tactics To Up Your Lead Generation Game In 2019 (And How CRM Can Help)

How can I improve sales lead generation? What marketing and sales KPIs should I set? Could I direct marketing spend more wisely to boost revenue?

You may well be asking yourself these questions as you plan for the 12 months ahead. They are fundamental to business success - but the answers are likely to prove elusive unless you can draw the necessary intelligence from your sales, customer and performance data. Indeed a survey of B2B marketers showed that “lack of quality data” and “limited insight into target audiences” are two of the top three biggest obstacles to successful lead generation.

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6 Ways CRM Can Help You Manage Brexit Uncertainty

BY Mike Richardson, Managing Director - EMEA
November 14, 2018

6 Ways CRM Can Help Manage Brexit Uncertainty

6 Ways CRM Can Help You Manage Brexit Uncertainty

Regardless of your political viewpoint and the shape of Britain’s future relationship with the EU, one point of agreement seems to be that the impact on British businesses is likely to be substantial – whether or not they trade directly with the EU. But amid the uncertainty, we’ve seen a new sense of pragmatism emerging. Business intelligence software - in particular, Customer Relationship Management (CRM) – is playing a key role in helping companies continue to invest in growth while cushioning the impact of market volatility, preparing for changes ahead and exploring new market opportunities.

Let’s look at precisely why CRM systems are being harnessed by businesses like yours to chart a smooth course to the post-Brexit era.

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Sealing The Deal: All You Need To Know About Customer Acquisition

BY Alison Smith - Head of Marketing EMEA
October 24, 2018

How To Keep Your Customers Coming Back For More

Sealing The Deal All you need to know about customer acquisition

15 Ways to Supercharge Your Business - Week 8

Over the last couple of weeks we have focused our attention on how to retain your most valuable customers by building brand loyalty and securing repeat sales.

Although retention is vitally important, let’s switch our focus today to attracting new customers in order to expand your customer base.

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Maximizer CRM 2019. New Release, New Features

BY Achim Klor
October 18, 2018

Maximizer CRM 2019: All-In-One CRM platform supports Predictable Growth and Salesforce Productivity

Maximizer CRM 2019 is here!

We are delighted, this week, to unveil a major new Maximizer CRM software release for 2019. Designed to empower users to cut through the noise and focus on what matters most, their customers, this release brings advanced lead management, custom view and mobile CRM capabilities to its All-In-One CRM platform, enabling companies of all sizes to truly embrace Customer Success.

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7 Reasons Business Intelligence Is Vital To Business Success

BY Mike Richardson, Managing Director - EMEA
September 25, 2018
Business Intelligence Business Success

In today’s customer-centric, digital-first world, many business owners and managers are bombarded with ‘information overload’ and are urgently seeking ways to derive greater control, understanding and intelligence from their organisation’s data.

 

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The 8 secrets to CRM adoption success

BY Reg Robazza - Director, Customer Support & Information Services
September 12, 2018

A CRM implementation isn’t coin-operated...

A CRM implementation isn’t coin-operated.

Achieving a successful CRM ROI instead takes focus. It’s about planning, getting your technology and people working together. And there are many moving parts that can impact your total cost.

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How to Improve your Sales Processes with the Right CRM Strategy

BY Jeff Propp – Head of Revenue
August 23, 2018

How to Improve your Sales Processes with the right CRM Strategy

As an organization, your sales team depend on the right data points at the right time to win over prospects. And sales team leaders depend on that information to predict and plan.

But sales processes often struggle to keep pace with evolving customer expectations. Outdated data collection methods keep information siloed -- making it difficult to achieve personalization, clarity and consistency.

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Engage Customers like Never Before with Brand New SMS Text Integration

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

Engage Customers like Never Before with Brand New SMS Text Integration

If you’re using Twilio every day and loving it -- then you’ll also love this brand new connection. Introducing a new Maximizer integration with your Twilio account, available in the App Directory.

Now you can connect directly with your customers, and review a complete history of your outbound and inbound messages, all from a single tab.

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9 Must-Have Mobile CRM App Features and Why you Need Them

BY Jan Carter - Head of Product & Development
August 16, 2018

9 Must-Have Mobile CRM App Features and Why you Need Them

We live in an increasingly fluid, interconnected world. Some say a “mobile revolution” is underway. And the numbers back that hypothesis up. The share of websites accessed via tablets and smartphones tripled between 2012 and 2018.

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5 Cost-Effective Strategies to Kickstart your Digital Transformation

BY Achim Klor
August 15, 2018

5 cost-effective strategies to kickstart your Digital Transformation

Peer-to-peer lending. KYC services. AI. Stock & trading apps. What some are calling a “tsunami” of fintech innovation is washing across the financial services sector. Disruption isn’t exactly toppling incumbents left and right. But the impact is very real.

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NEW: MYOB and CRM Live Integration! Connecting Sales and Finance like Never Before

BY Jan Carter - Head of Product & Development
August 13, 2018

MYOB and CRM Live Integration! Connecting Sales and Finance like Never Before

Kiwis and Aussies have got a whole new reason to love using CRM Live this week. Introducing a brand new integration with Australia and New Zealand’s #1 accounting solution for SME’s -- MYOB!

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Secrets to an Outstanding Compliance Experience

BY Achim Klor
August 1, 2018

The fundamental steps to ensuring rock-solid client data security with Financial CRM

CRM2 requirements went into full force two years ago. Advisors and clients alike welcomed the changes. But adapting to the new rules has only just begun. Indeed, according to the Ontario Securities Commision, many practices still don’t follow basic requirements, including robust KYC documentation and tracking of emails.

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The Hidden Costs of Salesforce: Are you Paying for More CRM Than you Need?

BY Data2CRM
July 18, 2018

The Hidden Costs of Salesforce: Are you paying for more CRM than you need?

Getting a suitable CRM system is tough. While vendors boast of the clear value of CRM, their prices can be anything but clear.

Many customers discover, too late, that in addition to the “sticker price”, they’re forced to pay more to fully realize the value of their CRM.

Indeed, buried within the elaborate pricing tables and maze-like twists & turns of your vendor’s FAQ is the true total cost of your solution.

We investigated the hidden costs of Salesforce -- the biggest branded CRM on the market -- and identified four critical danger areas worth your close attention when comparing alternatives.

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The Fundamental Steps to Ensuring Rock-Solid Client Data Security with Financial CRM

BY Achim Klor
July 4, 2018

The fundamental steps to ensuring rock-solid client data security with Financial CRM

In Financial Services, many companies prefer to keep client information locked tight in-house to guarantee complete protection. This legacy thinking is with significant justification. Those who let personally identifiable client data slip face massive loss of reputation, loss of clients, plus punitive fines and lawsuits.

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The Top 3 Areas You Need To Invest In To Empower Your Sales Managers

BY Monika Götzmann - Guest Blogger
June 27, 2018

New Maximizer--QuoteWerks Integration Makes for a Kickass Sales Experience

In many sales organisations, a few top performers tend to totally crush their numbers. While others struggle just to hit quota.

To boost overall performance, companies invest heavily in sales enablement -- tools and training designed to help each salesperson up their game. However, according to conclusions  from CSO Insights, the research arm of sales and service solutions provider Miller Heiman Group, many companies may not be targeting their enablement spend effectively.

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Are you Suffering From a Sales and Marketing Disconnect?

BY Alison Smith - Head of Marketing EMEA
June 21, 2018

New Maximizer--QuoteWerks Integration Makes for a Kickass Sales Experience

In the UK, Maximizer is a proud sponsor of a series of prominent regional business expos and at the most recent one – on our doorstep here in Berkshire – I had the pleasure of holding a free workshop for delegates alongside my colleague Diego Lunardi, our Head of Sales.

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Survival in the 21st Century: How to Maintain Client Relationships in the Face of Disruption

BY Achim Klor
June 20, 2018

New Maximizer--QuoteWerks Integration Makes for a Kickass Sales Experience

Until recently, advisor-client relationships followed a stable template: each would meet once a year and catch up on portfolio performance. After, they might chat about buying a new product. And that was it.

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New Maximizer–QuoteWerks Integration Makes for a Kickass Sales Experience

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

New Maximizer--QuoteWerks Integration Makes for a Kickass Sales Experience

Avid QuoteWerks users rejoice. We’re proud to announce a brand new integration with the market-leading sales quoting and proposal software. Now sales teams will be able to accelerate their productivity and close deals like never before.

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Another Killer Quarter for Salesforce Proves Cloud CRM’s Incredible Potential

BY Vivek Thomas - President
June 1, 2018

Another Killer Quarter for Salesforce Proves Cloud CRM’s Incredible Potential


Once again, Salesforce brings home the bacon. The company recently announced a whopping $3.01 billion for its FY2019 Q1 results. With anticipated 25% growth over last year’s numbers, Salesforce is on track to extend its multi-year winning streak deep into the black.

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5 Foolproof Strategies to Guarantee a Successful Cloud CRM Implementation

BY Vivek Thomas - President
May 31, 2018

5 Foolproof Strategies to Guarantee a Successful Cloud CRM Implementation

The radical shift to Software as a Service (SaaS) continues apace. Forrester Research expects cloud CRM will become the single most common deployment model for CRM within five years, with newer SaaS solutions replacing most on-premise installations.

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GDPR – Lessons from CASL – An Interview with Marketing Guru Andrew Seipp

BY webmaster
May 24, 2018

Slated to go into full effect on May 25, GDPR brings sweeping changes to European Union anti-spam and privacy rules. And now many North American companies, with customers and employees in the EU, are racing to get up to speed.

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Big or small — the same rules apply: How to streamline your data management processes for success

BY Trevor Broatch, Cloud and Big Data Consultant at Missing Link Consulting
May 10, 2018


Gut-instinct alone is not enough. Effective decision-making also requires hard factual intelligence. Which is why millions of businesses strive to become data-driven organizations.

According to 2017 research by TDWI, organizations are making real progress -- but there remain notable obstacles. A third of survey respondents still believe they’re not close to being data-driven. The biggest reported barriers? Leadership, technology and skills. And also bad data quality, which according to Gartner, causes 40% of business initiatives to fail to realize their targeted benefits.

Before you can maximize insights from Business Intelligence and Analytics, you need to ensure your teams have confidence in your customer data. And that demands ensuring consistent data capture management practices are in place.

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How EMCORE Asset Management is Enhancing Relationships with CRM

BY Alison Smith - Head of Marketing EMEA
May 8, 2018

EMCORE is a boutique asset management company based in Switzerland. It is a pioneer in asymmetric risk-return investment strategies, providing tailor-made and yield-orientated risk and asset management solutions to institutional investors on a long-term basis.

The company is very proud of the financial expertise, loyal client base and core values that it has fostered over the last twenty years.  However, EMCORE’s owners recognise the growing importance of embracing new ideas, techniques and technologies that will enable their business to flourish into the next decade. This is especially true in the area of relationship management.

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Top Advantages of Cloud vs. On-Premise CRM – Comparing Total Cost of Ownership (TCO)

BY webmaster
May 2, 2018

The debate over the Total Cost of Ownership (TCO) of cloud vs. on –premise software choices is still a hot topic. Pundits debate the merits of renting vs. owning. But complicated questions like quantifying the long-term costs of IT management, plus the intangibles (uncertainties like downtime) – can make comparing the two a bit like apples to oranges.

We wanted to confirm for ourselves what the advantages of a Cloud CRM vs. an On-premise installation – and here’s what the experts had to say:

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NEW Custom Tab – Taking Personalization to the Next Level

BY Jan Carter - Head of Product & Development
April 25, 2018

This week we launched enhancements to your Maximizer bound to make your experience even more personalized. Chief among those is the new Custom Tab for your Address Book.

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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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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.

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