Maximizer

Maximizer has raised the expectations of what a CRM should deliver.

 

Use built-in analytics to monitor and assess sales rep activity and performance.    

Maximize Your

Maximizer is a customer relationship management (CRM) platform that applies analytics and deep knowledge of sales, so small to mid size enterprises can coach their sales reps to close the right deals faster.

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

Financial Advisors

We’ve worked with thousands of financial advisors and understand their unique selling and client management requirements. Together, we can customize Maximizer to help you capture and organize your prospects,  manage your client interactions, grow your book of business, accelerate new client acquisition, drive consistent renewals, and increase revenue from every client. 

Sales Leaders

Today’s top performing organizations know that sales don’t just happen magically. Selling to new customers and retaining existing ones requires technology designed to help sales leaders track the activity of their sales teams, assess sales pipeline quality and quantity, and drive more repeat business by continually coaching sales reps with customers throughout the sales and renewal process. 

Insurance Advisors

Maximizer has been building solutions for insurance advisors for nearly 30 years. We will work with you and your team to configure and automate and simplify the entire insurance CRM workflow – from lead generation and application to policy rating and policy issuance to reporting and referral management. 

For over 30 years Maximizer has helped revenue leaders at small and mid-size enterprises cross virtually every industry, geography, and product line to sell. more. now. 

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Maximizer is designed specifically for revenue leaders who know they need high performing sales teams to continually make them look good, who proudly lead their sales team to great results, and who know that revenue growth is the only way to drive business performance.

Relative Performance

Coach the rising starts and let the bright ones shine

Informed Focus

Spend time on the right deals, with the right sales people & the right activities

Productivity

Leverage built-in processes and thought leadership

Perspective

Click once for visibility on activities, progress, and results

Maximizer is the sales and operations backbone of our company that’s enabling us to provide a seamless experience to our clients throughout each of their life stages.

Matt Welykholowa | VP Operations

Maximizer CRM has helped us map our sales process from lead capture to opportunity level for the most targeted follow-up activities that consistently bring in sale after sale.

Marc Allard | Chief Executive Officer

Without Maximizer, we wouldn’t have been able to grow our database as quickly as we have done. There is no way that you can run a company like ours without a tool like Maximizer CRM

Charity Holden | Business Dev. Manager

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whether Maximizer is right for you.

If so – we can have your customized CRM solution up and running with your data, reports, and workflows in 30 days or less!
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