Best On-Premise CRM 2025
Best on-premise CRM 2025: a quick overview Some of the top on-premise CRM vendors include: Maximizer: A highly customizable and robust CRM solution, offering tailored features that provide...
Building Strong Client Relationships: How financial advisors can leverage CRM for better outcomes
Discover how financial advisors can strengthen client relationships with strategies like personalized follow-ups, proactive communication, and leveraging CRM client insights and follow-ups.
Mastering Sales in SMBs: How the right CRM helps you scale without the growing pains
Integrate AI-powered technology into your scaling plan to empower your teams and strengthen your leadership, all while ensuring sustainable growth.
Navigating Compliance in Canadian Sales with CRM Tools for Local Market Success
Discover how Canadian sales teams can navigate compliance challenges, from data residency and privacy laws to bilingual requirements, using trustworthy CRM tools that enhance trust and drive market success.
The Best CRM for Sales 2025
The Best Sales CRM in 2025: Elevate Your Sales Performance What is the best CRM for sales? Choosing the best CRM for sales is crucial for maximizing the efficiency of your sales team. The best sales...
The Best CRM for Startups 2025
What is the best CRM for a startup? Choosing the right CRM for your startup is essential for anyone aiming to foster strong customer relationships while scaling their business. The best CRM for a...
Competing in the Canadian Market: How custom CRM solutions give you an edge
Discover how custom CRM solutions help businesses navigate Canada’s unique market challenges, from regional regulations and data privacy to integrating local business tools. Gain a competitive advantage with the right CRM tailored for the Canadian business landscape.
Empowering Financial Advisors: How CRM helps you stay ahead of client needs
Discover how a CRM tailored for financial advisors helps optimize client management, enhance personalized service, and provide AI-driven insights to anticipate client needs and strengthen long-term relationships.
The Best CRM for Small Business
The Best CRM for Small Business In today’s competitive market, small businesses must be agile, efficient, and customer-focused. A Customer Relationship Management (CRM) system is a tool to help...
The Best CRM Software for 2024
The Best CRM Software for 2024 Top CRM software in 2024 As businesses evolve, so do their customer relationship management (CRM) needs. The right CRM software...
The Best CRM for Financial Advisors Canada
Top CRM for Financial Advisors Canada 2024 Managing client relationships is critical for financial advisors in Canada, especially when trust, personalization, and confidentiality are the...
Navigating Compliance in Canadian Sales: Leveraging CRM for local market success
Discover how Canadian sales leaders can navigate compliance challenges with a tailored CRM solution. Learn how Maximizer helps with data residency, privacy regulations, and Canadian sales success.
What Is CRM? A Comprehensive Guide to Customer Relationship Management Software
What is CRM (customer relationship management)? This guide will provide a crm definition, and explore the functions of a crm software and impact on businesses.
Evolution of the Financial Advisor Industry
Financial advisory is changing with the adoption of technology—learn how to use CRM and AI to your advantage.
The Hidden Costs of Outdated Communication Tools
Learn the benefits of modernizing your communication infrastructure by integrating a CRM for increased efficiency and customer satisfaction.
Fuel succession planning and boost your advisory practice value with CRM
Prepare your financial advisory practice for succession with Maximizer. Learn the power of a CRM to digitalize and future-proof your business.
Evolving from Excel: Amplify sales with a robust CRM
Learn how adopting a CRM system improves data management, collaboration, and scalability, empowering manufacturing sales leaders with real-time insights and enhanced efficiency.
Automate Workflows with a CRM for Financial Services
Learn how Canadian financial advisors can use a CRM streamline and automate business processes and grow their book of business.
Unveiling the Power of CRM: 5 Benefits that Propel Your Business Forward
In this article we’ll explore the key benefits of CRM software, demonstrating how it’s not just a tool but a game-changer for growing and optimizing your business.
What Is The New Customer Journey? (And How to Master It)
So, this week we address a fundamental question: what is the New Customer Journey and why is it so important?
Ultimately, it is about understanding your customers in the digital age. It’s about adapting to the changing way that they are behaving, and it’s about your company acknowledging that the journey they take from initial interest in your products and services to the point of purchase has changed radically in the last five years.
Reasons why your support team needs their CRM User ID
The success of your practice hinges largely on strong client relationships. And while advisors may deliver exceptional client care, the quality of your service also depends on your support teams. Advisors initiate client relationships. But support staff often facilitate, helping with record-keeping, ensuring compliance, and managing communications. You’ve already spent lots of time & money building out your support team–which is why it makes sense investing a bit more in add-on CRM licenses for an even better return. With every team member kitted with their very own CRM user ID, you’ll reap a multitude of different operational efficiency gains. Here are highlights of what you can achieve when taking advantage of our Customer Service CRM functionality in your practice