Investment Advisor CRM Resources
MaxTips: Generative AI plus Human Expertise Equals Sales Success
MaxAI increases sales team efficiency by identifying relevant discussion questions in seconds.Maximizer’s...
Building a User-Centric Dashboard: A Data-Driven Decision-Making Tool
In today's data-driven world, businesses rely on insightful dashboards to make informed decisions and gain a...
Choosing the Right Report Widgets for a Dashboard: A Comprehensive Guide
When creating an effective dashboard, choosing the right report widgets is paramount. Selecting visualizations that...
Choosing the Right KPIs: Key Metrics for Business Success
In today's data-driven business landscape, choosing the right KPIs is vital to assessing and optimizing...
Maximizer Launches MaxAI: AI-Driven Sales Engagement with Human-Centric Touch
Revolutionary Approach Ensures Authenticity and Quality in Sales RelationshipsVancouver, BC August 9, 2023 - The...
Maximizer Launches Enhanced CRM Experience and Integrations with Latest Release
Vancouver, BC, Canada – August 8, 2023 – Maximizer, a pioneer in Customer Relationship Management (CRM) solutions,...
Set Your Team Up for Success with a CRM – Integrated Playbook
Maximizer Sales Leader Edition now has a new feature called the ‘Playbook’ that increases sales team productivity and...
MaxTips: A Guide to Leading Indicators
An Informed Sales Leader is an Empowered Sales Leader Sales Leaders know that if they are in the dark on what their...
Stay in the know on deal flow and other essentials with Mobile notifications
Maximizer’s Sales Leader Edition, together with its companion Mobile App, is a powerful combo that enables Sales...