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Why ‘Customer Lifetime Value’ Matters To Your Business

BY Alison Smith - Head of Marketing EMEA
October 11, 2018

Successful Segmentation - How to Work Your Data Assets

15 Ways to Supercharge Your Business - Week 6

Here’s a question for you: do you know who your most valuable customers are?

In my experience, companies large and small make the mistake - at great cost to their business – of assuming they know the answer to this. But those assumptions are often outdated, or based on guesswork and instinct.

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Successful Segmentation – How to Work Your Data Assets

BY Alison Smith - Head of Marketing EMEA
October 2, 2018

Successful Segmentation - How to Work Your Data Assets

15 Ways to Supercharge Your Business - Week 5

Congratulations to those of you who have come on board with our 15 Ways to Supercharge Your Business Growth programme - we are already a third of the way along our path to learning how to adapt our businesses to the demands of the New Customer Journey.

Last week we zeroed in on the role of intelligent data management as the bedrock of so many vital areas of your business, in particular customer insight and engagement, efficient sales processes, strategic decision-making and maximising growth opportunities. This leads neatly to this week’s theme – data segmentation.

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Are you Drowning in the Data Deluge? Here’s How to Swim

BY Alison Smith - Head of Marketing EMEA
September 27, 2018

Drowning in the Data Deluge? Here's How to Swim

Data Deluge

15 Ways to Supercharge Your Business - Week 4

With more and more of you signing up to our new programme - 15 Ways to Supercharge Your Business Growth – we’re delighted that you’re putting our free eBooks, worksheets and best practice guides to immediate use and building your action plan for the New Customer Journey.

One of the most frequent stumbling blocks to delivering superior CX is your organisation’s data – the theme of this week’s programme content, available exclusively if you sign up to receive our 15 daily emails.

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How to Unlock the Secrets of The New Customer Journey

BY Alison Smith - Head of Marketing EMEA
September 20, 2018

How to Unlock the Secrets of The New Customer Journey

15 Ways to Supercharge Your Business - Week 3

Thank you to those of you who have already given us positive feedback on our 15 Ways to Supercharge Your Business programme! It’s great to see so many of you engaging with the content in your weekly emails, designed to help you analyse and adapt your business processes to the new, digital-first expectations of your customers and prospects.

Last week we took our first steps on the path to exploring the New Customer Journey, looking at the drivers behind the fundamental changes in customer behaviour and the typical stages of their journey from initial interest to point of purchase (and beyond).

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What Is The New Customer Journey? (And How to Master It)

BY Alison Smith - Head of Marketing EMEA
September 13, 2018

15 Ways to Take Advantage of Your New Customer Journey

We’re excited that so many of you have already signed up to our 15 Day Programme: The New Customer Journey!

As I introduced in my first blog last week, the emails that you – as valued participants in our Programme – will receive each week are designed to steer you through the course of the programme to help to bring your sales and marketing approach firmly into line with the demands and expectations of the modern, digital-first customer. Each email gives you access to great tools and information that will set you on the path to business growth.

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5 Sure Fire Ways to Take Your Customer Success to the Next Level

BY Harriet Ansell – Customer Success Manager
September 12, 2018

5 Sure Fire Ways to Take Your Customer Success to the Next Level

Regardless of the type or size of your company, it’s safe to say that your success in the modern business world relies on delivering a top-notch customer experience at all stages of the ‘customer journey’.  At its heart, this involves engaging proactively, thoughtfully and regularly with customers to ensure your business keeps its promises, has its finger on the pulse of their changing needs and objectives, and ultimately retains them as a happy customer.

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15 Ways to Take Advantage of Your New Customer Journey

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

15 Ways to Take Advantage of Your New Customer Journey

The way that buyers behave and engage with your business has changed fundamentally over the last five years. It’s no exaggeration to say that businesses who fail to bring their strategy into line with the new needs and expectations of today’s customers and prospects, will be left behind by quicker-moving, more digitally-savvy, customer-centric competitors.

So how do you go about adapting your business to the New Customer Journey?

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Getting to Know the Maximizer Team: Customer Success

BY Alison Smith - Head of Marketing EMEA
August 17, 2018

Getting to Know the Maximizer Team: Customer Success

Welcome to the first in our series of features to introduce the passionate people within Maximizer that bring you great customer experience and help you deliver successful CRM to grow your business with confidence. And where better to start than with our Customer Success Team, EMEA Region.

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How We Strive for Customer Success

BY Nicole
September 28, 2016

At Maximizer, we know two things for sure:

  1. The path to success involves getting high value out of your investment in technology
  2. Happy customers are loyal customers – which is good for everyone

With these two simple points in mind, we’ve developed a set of resources designed to ensure that your experience with Maximizer CRM is a great one from the day you start your Free Trial!

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Effectively Using Dashboards

BY David Costin - Solutions Architect
August 3, 2016

Effectively using DashboardsWhen I volunteered to write a blog on dashboards, the first thoughts that popped to mind were - who is the audience, what should I cover and how long should it be?

Opinions on blog length and content vary widely… So why did I mention that in a blog about dashboards? Because many people take the same approach to running their business.

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Introducing Maximizer Professional Services

BY Herbert Yen, Manager of Professional Services - North America
March 16, 2016

Maximizer Professional ServicesDid you know the Maximizer Professional Services team and our business partners not only provide consultants to get you up and running quickly with your Maximizer CRM or Maximizer CRM Live Solution, but also:

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Why I Made The Move To Mobile Access

BY webmaster
June 24, 2015

I’ve been a Maximizer user for a number of years now, and in that time I’ve used the Windows application and Web Access, but I’ve never really been a user of the wireless options. Well, with the recent release of Maximizer CRM 12 Winter 2012, I decided that maybe it was time to give Maximizer Mobile Access another chance. All I can say is that I wish I’d done this a year ago.

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The Details Tab – A New Look For Address Book Entries

BY webmaster

Earlier this year, I upgraded to the brand-new Maximizer CRM 12 Winter 2012. The new version saw a lot of changes, but as a long-time Web Access user the biggest change that I noticed in the new version is definitely the updated interface in the Address Book page. I have to admit, I was skeptical at first, when I clicked on an Address Book entry I no longer got my familiar Address Book dialog to show me the contact details. Well, having used the new interface for a while now, I can say without hesitation that I’m a huge fan. It has changed the way I interact with Maximizer, and is saving me heaps of time in the routine tasks that I do day-to-day.

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JUMPSTART YOUR CRM Video Tutorial Series

BY webmaster

When it comes to any software or solution, getting started is often the hardest part.

The Jumpstart Your CRM series helps “jumpstart” any user’s familiarity and understanding of key functionalities in Maximizer, as well as bringing to light all the great features and capabilities that can help users increase their day-to-day productivity.
If you have a request for a video tutorial for the “Jumpstart Your CRM” series email us directly at jumpstart@maximizer.com or Tweet us @MaximizerCRM.

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Where To Turn When You Need Help

BY webmaster

GooglePlus_ProfileImageMaximizer is a powerful tool for managing customer relationships and helping you make better business decisions. However, with all that power comes some degree of complexity. Maximizer has so many features across the areas of contact management, sales force automation, customer service, and marketing automation that no one user can be expected to know it all. I've been using Maximizer on a daily basis for years now and there are still features in it that I've barely scratched the surface of.

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Video Tutorial: Create A custom View Of information

BY webmaster

Jumpstart Maximizer CRM Video Series

crmadoptionjumpYou may have hundreds of basic and customized fields within Maximizer. By customizing your column set up - get the details you need right at your finger tips.

Easily customize the information you want to view by creating multiple list views using the 'Column Setup' tool, found in the Address Book, Opportunities, and Customer Service modules in Maximizer. You can also associate a Column Setup with a saved Catalog Search or Favorite List in Maximizer.

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Keep Your Email Campaigns Out Of The Junk Folder

BY webmaster

GooglePlus_ProfileImageOne of Maximizer’s most powerful features for connecting with your customers is its email marketing engine. Email campaigns let you communicate personalized, targeted marketing content to tens, hundreds, even thousands of contacts, all the while gathering valuable data on open and clickthrough rates that you can use to evaluate the effectiveness of your campaigns. When it comes to engaging your customers, it’s hard to find a tool that does it better.

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Get The Most From Maximizer Mobile Access

BY webmaster

GooglePlus_ProfileImageLast week I talked about some of the reasons I've started using Maximizer Mobile Access. For the most part the transition has been painless, but it has had a few hiccups, and there are a few things that I've done to make things easier. Today I want to share some of what I'm doing to get the most out of Mobile Access.

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Hide The Clutter: A Quick Tip To Tidy Up Your Address Book Tabs

BY webmaster

A while back I talked about the new interface in the Address Book page in Maximizer CRM 12 Winter 2012. Today I want to follow that up with a quick little tip that I’ve picked up after working with this interface for a little while now.

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Get The Most From Your Searches With Maximizer’s Search Catalog

BY webmaster

GooglePlus_ProfileImageIf you are a regular Maximizer user, you’ve undoubtedly used a search to retrieve or filter a list of entries. Perhaps you’ve even used Maximizer’s Advanced Search feature and Search Catalog to save your frequently-repeated searches for future use. Well, if you haven’t, you should give it a try. Today I’m going to talk a bit about how Maximizer's Advanced Search functionality can help you get the most out of searching in Maximizer.

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Key Fields Are Key In Maximizer

BY webmaster

GooglePlus_ProfileImageThe new Details tab introduced in Maximizer CRM 12 Winter 2012 brought some big changes to the Address Book page in Maximizer Web Access and Maximizer CRM Live. The Details tab has streamlined the workflow for editing basic information for your Address Book entries. But at the same time, it has also raised the profile and importance of Key Fields lists. With this new interface it is important to make sure that your Key Fields are set up properly so that you get the most from the new design.

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Preventing Duplicate Entries In Maximizer’s Outlook Sync

BY webmaster

GooglePlus_ProfileImageFrom time to time I get questions over at the Maximizer CRM Support Community from users who have run into problems with duplicate entries in their Maximizer Address Books. More often than not, these duplicates have been caused by a mixup when using Maximizer's Outlook Synchronization.

Duplicate entries are a headache that nobody wants to have to deal with, but when you're synchronizing data across multiple applications, duplication of data is always a possibility. However, if you are aware of a couple of common pitfalls, duplicate data is a problem you can avoid. As they say, an ounce of prevention is better than a pound of cure, and in this case it couldn't be more true.

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Three Ways To Send A Mail Merge In Maximizer

BY webmaster

GooglePlus_ProfileImageIf you work in a customer-facing role chances are you’ve done a mail merge at one time or another. Lets face it, nobody wants to type the same letter twice, so why not just use a single template and swap out the names, right? Well, if you're a Maximizer user, it's easy to do just that and to send merged mailings to your Maximizer contacts.

Now, for things like mass mailings or marketing initiatives where you need to track detailed metrics like open counts or clickthrough rates, you’ll want to harness the full power of Maximizer’s Campaign module. But what about those times when you just need to send out a simple letter or email to a couple of contacts? Here are a few ways that you can quickly and easily do one-off mail merges in Maximizer.

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Keyboard Navigation In Maximizer Web Access

BY webmaster

GooglePlus_ProfileImageBack in the days when I primarily used Maximizer Windows Access, I was a heavy user of the keyboard shortcuts in Maximizer. Especially for things like data entry, being able to control the application solely with the keyboard was lot faster than switching back-and-forth between keyboard and mouse.

But as is the case with most web-based applications that I’ve used, now that I’ve switched to using Maximizer Web Access as my primary Maximizer client, I rely much more on my mouse for getting around in the application. However, there are still a few keyboard shortcuts that I use to speed up my interaction with the software.

New In Summer 2013: Personalize Your Key Fields Lists In Maximizer

BY webmaster

GooglePlus_ProfileImageCustomizing your view of information in Maximizer is something I’ve talked about again and again on this blog. So it should probably come as no big surprise that one of the new features I’m most excited about in the upcoming Maximizer CRM 12 Summer 2013 release is designed to make it easier for your to do just that.

In my opinion, your CRM software is only as valuable as the information you can get out of it, so it is important to invest some time and thought in setting it up to give you exactly the information you need. In Maximizer, Key Fields lists are an important part that puzzle, as they ensure that the most important fields for your entries are always readily accessible.

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Video Tutorial: Creating Dashboards In Maximizer CRM

BY webmaster

crmadoptionjumpDashboards are one of the most useful features in Maximizer CRM. They provide managers and users alike with a top-down view that helps them easily monitor progress.

Most importantly dashboards let you see performance metrics in real time so you can quickly understand which areas require attention, allowing your organization to proactively adapt tactics and resources.

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New In Summer 2013: Auto-Suggest For Mobile Access Quick Search

BY webmaster

GooglePlus_ProfileImageNobody likes typing on a smartphone. Sure, you can do it, but if you don’t have to, why would you ever want to? This is part of the reason behind one of the new features in Maximizer Mobile Access for Maximizer CRM 12 Summer 2013: Quick Search Auto-Suggest.

As I've said before, one of my favorite new features in Mobile Access is the Quick Search that was introduced in Maximizer CRM 12 Winter 2012. In my opinion it is the fastest and most useful search feature in Mobile Access. And this new auto-suggest feature just makes it better.

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New In Summer 2013: Power Up Your Maximizer Search Catalog With Parameterized Searches

BY webmaster

GooglePlus_ProfileImageThe Search Catalog is one of my most frequently-used tools in Maximizer. I rely every day on a carefully curated collection of saved searches to build the various lists that I use throughout my day-to-day daily routine. So I’m really excited about a new feature in Maximizer CRM 12 Summer 2013 which will allow me to squeeze even more utility out of my search catalog.

With this new feature, you can have your saved searches prompt you for the values you want to use for the search parameters each time you retrieve a search from your catalog in the Address Book, Customer Service, and Opportunties modules. This way, your existing searches can do double-duty, and a single search can do the job of many.

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New In Summer 2013: Enforce Your Business Rules With Dependent UDFs In Maximizer

BY webmaster

GooglePlus_ProfileImageOne of the things that makes Maximizer such a versatile CRM solution is the ease with which it can be customized. By creating custom user-defined fields (UDFs) you can personalize Maximizer to fit the needs of just about any organization or business unit. Any attribute or tidbit of information you can think of that you'd like to store about your contacts, you can create a UDF for it.

But one piece of this puzzle that has always been missing for me is some way to enforce business rules for your UDFs by ensuring that they get set for your entries when, and only when they need to be, and ensuring that relationships between the values in different fields are maintained. Well, thanks to one of the new features in the upcoming Maximizer CRM 12 Summer 2013, you'll soon be able to do just that.

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New in Summer 2013: My Top 5 New Features In Mobile Access

BY webmaster

GooglePlus_ProfileImageOver the past few releases, Maximizer has been working hard to improve its Mobile Access platform. I’ve talked before about how I felt like Maximizer CRM 12 Winter 2012 addressed some of the usability issues that had stopped me from using Mobile Access in the past. Well, now that the Summer 2013 release has been out for a couple of weeks and I’ve had a chance to play around with it a bit, I wanted to share my top 5 favorite new features in this release that enhance the usability of Mobile Access even further.

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