CRM Articles > Blog | Maximizer CRM

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 Niall Auburn, Marketing Specialist - CRM Wealth Manager
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 Fundamental Steps to Ensuring Rock-Solid Client Data Security with Financial CRM

BY Niall Auburn, Marketing Specialist - CRM Wealth Manager
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 Niall Auburn, Marketing Specialist - CRM Wealth Manager
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 Adam Pez – Senior Content Writer
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 Reg Robazza, Director Customer + Information Systems (Americas)
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.

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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Database Corruption – Why Back-Ups Alone Can’t Protect Your CRM Data

BY Reg Robazza, Director Customer + Information Systems (Americas)
February 13, 2018

Your business's success hinges on the accuracy and integrity of your customer data. That's why you go to great lengths to ensure proper disaster prevention and recovery. But while many companies back up their CRM database every day, a surprising number still don't have a grasp on how to protect against database corruption.

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5 Benefits of centralising your business data

BY Alison Smith - Head of Marketing EMEA
December 14, 2017

5 Benefits of centralising your business dataBusinesses continue to collate more and more data. However, what is key to a company’s strategy is the successful interpretation and application of customer data. To get the best results, managing and maintaining key information requires a structured and well-planned strategy. But before you can analyse your findings, centralising your dispersed data via a single platform and by definition, creating ‘one single version of the truth’ is the first step on the road to data management success.

In this blog, we highlight 5 reasons why centralising data will enhance your business.

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Got Cloud Computing Questions? Get them Answered!

BY Mike Richardson, Managing Director - EMEA
November 30, 2017

Got Cloud Computing Questions? Get them Answered!Cloud computing is hailed as the preeminent advancement for 21st Century businesses. However, it’s easy to be overwhelmed with the sheer amount of information available on the cloud and making a reliable evaluation can be time consuming and complicated. To help, we have brought together a brief guide to explain the top 5 questions frequently posed by businesses considering cloud software.

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How to Grow Channel Partner Revenues with CRM

BY Jan Carter - Head of Product & Development
November 8, 2017

You rely on your partners to sell your products across different geographies. But managing these partners can be a huge challenge. You need to motivate a group outside your organization and collect their sales information for forecasts. This may mean spending unreasonable hours on the phone and emailing to keep partners aligned with your business.

As your sales network gets bigger, this work only gets harder, slowing the growth of your channel revenues. But there's a way to scale up with fewer growing pains -- by bringing your partner information together onto the same platform as your direct sales tools.

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How to put together a CRM implementation dream team

BY Lauren Stafford - Guest Blogger
November 7, 2017

How to put together a CRM implementation dream teamThere are many advantages to utilizing a CRM system; for example, we know that the use of CRM software increases the productivity of salespeople by 15% and that sales personnel who use it are far more likely to hit their sales quota. Once you’ve selected a CRM that suits your business needs, there’s the small matter of implementing it. First things first, you need to pull together your CRM implementation team.

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How to eliminate ROT and bring your data together

BY Jan Carter - Head of Product & Development
November 1, 2017

Information management consultants spill a lot of ink about the costs of badly organized data. Few are as incisive as Kevin Parker, winner of the 2016 AIIM leadership award and Senior VP at Tahzoo, an Inc-500-ranked digital CX compan y. He uses the acronym "ROT" to communicate the dangers of bad data management. ROT (i.e., Redundant, Obsolete and Trivial data) writes Parker, represents the junk cluttering up information systems -- leading to wasted time, unreliable reports and bad decisions, costing your business money. 

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Connect Your Business-Critical Apps

BY Jan Carter - Head of Product & Development
October 25, 2017

Connect Your Business-Critical Apps

You want to see everything to do with each customer in order to deliver effective, timely service and win customer loyalty. But your business likely uses multiple apps – your email, your accounting software and more. Unfortunately, these apps don't always talk well to each other, creating data silos that hamstring your ability to work quickly.

We recognize our customers' needs for easy, cost-effective connectivity. And that's why we've revamped Maximizer CRM to integrate all your tools, effortlessly. The App Directory connects your diverse business-critical apps, bringing you closer to customers, prospects and business partners than ever before.

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Maximizer CRM 2018 is here

BY Vivek Thomas - President
October 18, 2017

#M2018 CRM 2018 is here

Connecting you like never before 

Your business pays a steep toll for disconnection. Employees spend more time switching between apps than using them; while you struggle to coordinate your team and get visibility across your business.  

But what if there was a way to quickly connect your business, with collective intelligence on customer preferences, history and status? 

Well, now there is. Today's release, Maximizer CRM 2018, helps you bring everything together, quickly and easily, so you connect with your customers, prospects and business partners like never before. 

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