Maximizer CRM 2020 Mobile App Enhancements

What’s New in Maximizer CRM 2020 R1 – Mobile App

We’ve been covering what’s new in Maximizer CRM 2020 Release 1 over several blogs. For a reminder of what these enhancements are, check out the links at the bottom of this blog. Now, let’s take a look at how the Maximizer CRM 2020 Mobile App has massively improved. Maximizer CRM Mobile App The Mobile App

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Sage Financials Data Connector displays customer financial data within Maximizer CRM

Sage Financials Data Connector – connecting Maximizer CRM and Sage 50 / Sage 200

Avrion’s Sage Financials Data Connector does something that every salesperson or account manager would value. It shows customer financial data within Maximizer CRM. How? By bringing financial information from Sage 50 or Sage 200 into your Maximizer CRM. Knowing your customers’ orders, invoices, transaction history, account status, account balance, turnover and credit limit information all

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Maximizer CRM 2020 Mobile App Enhancements

Maximizer CRM 2020 R1 – enhancements in the Web Client

In our previous blogs, we covered 3 of the big improvements to Maximizer CRM 2020 Release 1. However, there are some more enhancements in the Web Client which, although small, are still really useful! Let’s take a look at these additional improvements. Quick Search Previously, the default search function for Opportunities searched Objectives and Description.

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Maximizer CRM 2020 Mobile App Enhancements

Maximizer CRM 2020 – What’s new in R1: manage Default Entries centrally

In our 5-part series about Maximizer CRM 2020 Release 1, we share some of the enhancements that we are most excited about: An overhaul of the Leads Module Improvements to the Import Manager The ability to manage Default Entries centrally Other Enhancements in the Web Client A great addition of functionality to the Mobile App

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Maximizer CRM 2020 Mobile App Enhancements

Maximizer CRM 2020 Release 1: Improvements to the Import Manager

Last week, we kick-started our 5-part blog series about what’s new in Maximizer CRM 2020 Release 1 with a list of enhancements that we’re most excited about: An overhaul of the Leads Module Improvements to the Import Manager The ability to manage Default Entries centrally Other Enhancements in the Web Client A great addition of

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Maximizer CRM 2020 Release 1

Maximizer CRM 2020 – What’s new in R1: an overhaul of the leads module

June 2020 saw the release of the much anticipated Maximizer 2020 R1, and it didn’t disappoint. It was jam packed with enhancements but the ones that we are most excited about are: An overhaul of the Leads Module Improvements to the Import Manager The ability to manage Default Entries centrally Other enhancements on the Web

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Four Principles of Customer Service – Principal 3 : Community – CRM Success

We asked Gerry Brown to tell us a little about his Four Principles of Customer Service (CX  [Customer Experience]).  Culture, Commitment, Community and Communication. In this Blog we explore the second principle: Commitment.
There is always room for new ideas, and building a better foundation usually happens when we are open to new ideas and thoughts shared. We hope you enjoy the Four Principles journey with Gerry. 

Let’s look closer at  Community, the third principle in our customer experience journey.

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End of Support for Windows 7 & Windows Server 2008

Issue: End of Support for Windows 7 & Windows Server 2008

14th January 2020 saw the end of the supported lifecycle for both Windows 7 and Windows Server 2008.

According to Microsoft, this means that “there will be no additional:

Free security updates on-premises
Non-security updates
Free support options
Online technical content update”

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Four Principles of Customer Service – Principal 2 : Commitment – CRM Success

We asked Gerry Brown to tell us a little about his Four Principles of Customer Service (CX  [Customer Experience]).  Culture, Commitment, Community and Communication. In this Blog we explore the second principle: Commitment.
There is always room for new ideas, and building a better foundation usually happens when we are open to new ideas and thoughts shared. We hope you enjoy the Four Principles journey with Gerry. 

read more >>

Four Principles of Customer Service – Principal 1 : Culture – CRM Success

We asked Gerry Brown to tell us a little about his Four Principles of Customer Service (CX [Customer Experience]).  Culture, Commitment, Community and Communication. There is always room for new ideas, and building a better foundation usually happens when we are open to new ideas and thoughts shared. We hope you enjoy the Four Principles journey with Gerry.  In this Blog we explore the first principle: Culture.

read more >>
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