Customer Relationship Management systems (CRM) are simple tools that help businesses to be more streamlined, efficient, productive, accessible, connected and GDPR compliant. The benefits of CRM are numerous, but here are ten reasons why they...
Together with Maximizer CRM’s powerful search capability, the ability to manipulate data within it is second to none. But what does it mean to manipulate data and why is this useful? Manipulating Data in Maximizer...
A lot of business correspondence occurs via email. With Microsoft Outlook being a popular email tool, the ability to integrate it with Maximizer CRM is great, as it allows you to send and save emails...
So far, our previous Blogs have covered: How to use Task & Appointment Alarm Notifications Setting up and Configuring Advanced Notifications How to Build Simple Custom Notifications This Blog will expand on our last example...
These alerts can be the bridge between you and your customers, ensuring that no opportunity for engagement is missed. Whether it’s a gentle nudge about an abandoned cart or a personalised offer on a birthday,...
Using Task & Appointment Alarm Notifications to help you remember appointments, tasks and other important events can really come in handy. As well as notifications for Tasks & Meetings, you can also set up and...
Embarking on a CRM journey is a key step for any business aiming to streamline its customer relationships and drive sales growth. It’s not just about choosing a software; it’s about transforming the way you...
No-one wants to miss a meeting or forget to do an important task. Using task and appointment alarm notifications, therefore, is a great way to ensure you stay on top of your agenda. That’s where...
In the technology age, we need to do as much as we can to defeat the hackers out there. As well as making sure your operational systems sit on a secure platform, you can do...
One of the core parts of Maximizer CRM is the Notes tab, where a wealth of information is built up through your day to day interactions with your prospects, customers and other third parties. Imagine...
When you are out on the road, every minute counts. Whatever CRM system your organisation uses, you need a way to keep on top of your tasks, appointments and follow-ups while you are in-between meetings....
As a Maximizer CRM user, you should be very familiar with user-defined fields (UDFs). These are custom fields used to record additional information about Maximizer CRM records. But do you know how to search for...
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