The Maximizer Cloud September Update (also referred to as 2023.9) was released to customers on Wednesday 27th September.

As this update requires a database upgrade, customers will be upgraded over the next few weeks. Once your Maximizer has been upgraded, you will receive a pop-up notification on logging in.

Read on to find out what is included in the Maximizer Cloud September Update.

Base Edition

A big welcome to the new Tasks module, that enables you to manage your tasks effectively and streamline your workflow. With this module, you can view all relevant information in one place, eliminating the need to search for information in different places and making it easier to get a complete picture of each customer, opportunity or case.

Easily manage your to-do list and never miss a follow-up.

  • View all your Tasks
  • Focus on Today’s Tasks
  • Pay close attention to your Overdue Tasks
  • Collaborate with your colleagues by monitoring the Delegate Tasks tab
  • Blitz through your calls (making notes as you go of course) then Complete Tasks in batches
  • Show/hide completed tasks
  • Recurring tasks are making their much-anticipated arrival

 

For a more in-depth video on how to use the Tasks Module, watch this video on How to Use the Tasks Module.

  • Another 9 new Zapier integrations have been added to the Maximizer App Directory.

Integrating your favourite apps through Zapier and Maximizer can automate your workflow. Take advantage of the pre-configured workflows by connecting through Zapier:

  1. Zoom
  2. Google Meet
  3. Nextiva
  4. Facebook Messenger
  5. ActiveCampaign
  6. Front
  7. Chili Piper
  8. Help Scout
  9. JustCall

 

To understand the value that Zapier and Maximizer can provide to enhance your workflow, try Zapier free!

Maximizer Connect for Outlook 365

  • This update introduces Save & Send for Maximizer Connect for Outlook 365. Elevate your emails by sending or replying to emails in Outlook 365, then watching them auto-save as interactions with your Maximizer contacts. Watch the video below for a quick demo:

 

For more information about Maximizer Connect for Outlook 365, read this blog.

Sales Leader Edition

  • Some enhancements have been made to the User Interface (UI)
  • Enhanced Sales Targets Dashboard in Sales Intelligence – track sales activity targets to monitor performance
  • New filters have been added for Interaction Types and Interaction Categories
  • Existing widgets have been improved

 

For more information about the Maximizer Sales Leader edition, read this blog.

Mobile

  • The Opportunity Foresight card on today’s business shows opportunities that need attention.

 

Take Maximizer on the go with Maximizer Mobile CRM.

Maximizer Cloud September Update

Further Information

For more information on the Maximizer Cloud September Update, see the Maximizer Cloud September Release Notes.

Alternatively, here are more Maximizer-related blogs.