Expand & Retain Customers

Acquiring new customers is expensive! Helping you retain them is what we do best.
Now is the time to maximize repeat sales and revenue.


customer success


Maximizer is designed to engage your client base from prospect and opportunity to customer and renewal.

A top priority for sales organizations is to ensure that their customers are actively engaged with them well beyond closing the initial deal – there can be no ‘set it and forget it’.

Sales leaders who actively ensure their cases are resolved will quickly experience increased customer retention.

More importantly, keeping continual contact with customers to provide new offerings, services, products, and experiences means more opportunity for expansion within your customer base.

Great Customer Service is the Foundation for Retention and Expansion — Maximizer is here to help.

Resolve Cases Faster

Reach new levels of service productivity with every communication neatly organized in one place

  • Gain instant access to similar case resolution information including notes, forms, manuals, FAQs, and SLAs while in the field or on the phone.

Case Management

  • Master the daily influx of support and service requests.
  • Create and manage a case with instant notifications.
  • Track trouble tickets by urgency and severity.
  • Prioritize agent workloads with queuing and routing tools.

Track Interactions

  • Store contact info, notes, and documents in one place for easy access at any time.
  • Do a quick search by company while on the phone and recall favorite searches in one click.

Be Proactive with Reminders, Alerts & Notifications

  • Stay on top of your customer experience with trigger notifications on data capture fields.
  • Know the moment when an account changes territories and never forget a birthday, anniversary, or follow-up call again.

Continually Connect with Your Customers

  • Send email messages to one client or your entire customer base directly from within Maximizer to include your latest offers, promotions, or just to stay in touch.
  • Personalize your messaging for higher open and click-through rates.

High Quality Customer Communications that Convert

  • Look professional and save time with branded email templates for simple announcements or whole campaigns.
  • Include signatures and custom fields.
  • Insert headers and footers to elevate your brand’s look and feel.