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Integrate financial systems with CRM

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 existing integrations to Sage so

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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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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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Six Key CRM Benefits

Six Key Benefits of CRM   The use of CRM systems has grown over 25 years from experimental beginnings to the point today where CRM is the biggest business application of all time. The reason that it has become so important is fairly obvious – without effective control and understanding of the customer relationship the

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