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Integrate financial systems with CRM
Avrion Apps

Integrate financial systems with CRM

Do you currently use a financial system and wonder how you can use it to enhance your understanding of your customers? Are you wondering if it is even possible to integrate financial systems, such as Sage 50 or Sage 200, with CRM? Perhaps you are looking for CRM software with

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How to connect Sage Financials with Maximizer CRM
Avrion Apps

How to connect Sage Financials with Maximizer CRM

Last week’s blog showcased the ability to integrate financial systems with CRM. Specifically, we looked at our Sage Financials Data Connector – connecting Maximizer CRM and Sage 50 / Sage 200. Sage Financials is easy to use, yet so powerful in extending your CRM data. This blog aims to ignite

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Hints & Tips - What’s New in Maximizer CRM 2020 R1 – Mobile App
Maximizer CRM

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

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Sage Financials Data Connector – connecting Maximizer CRM and Sage 50 _ Sage 200
Avrion Apps

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

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Hints & Tips - Maximizer CRM 2020 R1 – enhancements in the Web Client
Maximizer CRM

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

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Hints & Tips - Maximizer CRM 2020 Release 1_ Improvements to the Import Manager
Maximizer CRM

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

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