MaxTips
Activity-based selling in financial services: The secret weapon for consistent growth
Activity-based selling is a methodology that prioritizes actions over outcomes. Instead of focusing solely on revenue,...
Maximizer CRM vs Salesforce CRM | CRM Software Comparison [2025]
When it comes to choosing the right CRM system for your organization, the decision often comes down to Maximizer CRM...
CRM Powered Sales Forecasting: Say Goodbye to Gut Feel
Gut instinct has long been the sales rep’s compass. But when you’re managing dozens of opportunities, juggling...
CRM Reporting: What Is a CRM Report and How It Drives Insights
Summary of CRM reporting CRM reporting transforms raw customer and sales data into actionable insights that guide...
What Is CRM in Real Estate: Manage Clients & Deals Efficiently
Summary of CRM in real estate CRM in real estate has become essential for agents and brokerages to manage leads,...
Sales Happens Between the Meetings: How to Stay Visible
There’s a saying that rings especially true in sales: Deals don’t close in the meeting—they close in between. It’s in...
Best CRM for Accounting Firms: Improve Client and Financial Workflows in 2025
Summary of the best CRM for accounting firms Accounting firms face challenges like scattered client data, manual...
Best CRM for Tax Professionals: Improve Client and Tax Workflows in 2025
Summary of the best CRM for tax professionals Choosing the best CRM for tax professionals can dramatically improve...
The Wealth Transfer Is Coming. Are You Ready?
Over the next two decades, an estimated $68 trillion will change hands in North America alone as baby boomers pass...