MaximizerCRM

Auto Formatting Phone Numbers in MAXIMIZERCRM

It might sound trivial, but simple things like ensuring consistency in data entry, including phone numbers, make a big difference in how efficient you become when using CRM. Luckily, there are ways to make this easy for you. In this blog, we’ll take a look at how to auto format phone numbers in MAXIMIZERCRM. Auto

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How can CRM help you know your customers better

How can CRM help you know your customers better?

When establishing professional relationships, it is always great to put a face to a name – it helps us feel like we know our customers better. This is even more important now as we try to stay connected with people, even though we are meeting more virtually and less in person. To help you feel

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what is digital transformation

What is Digital Transformation?

We keep hearing the phrase “Digital Transformation” but what does it actually mean? Wikipedia puts it quite simply: “Digital Transformation or Digitalisation is the adoption of digital technology to transform services or businesses, through replacing non-digital or manual processes with digital processes or replacing older digital technology with newer digital technology.” None the wiser? Let’s

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ongoing spring cleaning for data integrity

Ongoing Spring Cleaning Enhances Data Integrity

2021 seems to have had the longest Winter ever, going right through May with cold winds and rain. Suddenly Summer arrived with June, and is very welcome, but it feels like we may have missed Spring! Spring is a time to get ready for Summer, clean out the cobwebs from Winter and sort out our

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MaximizerCRM Quick Access Toolbar

Are you making the most of your Quick Access Toolbar in MaximizerCRM?

The Quick Access toolbar in MAXIMIZERCRM gives you access to your frequently used Saved Searches and Favorite Lists with just one click. No need to find the right search, in the right view – just click on the icon and your search is retrieved in the correct module. You can add shortcuts from any Maximizer

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MaximizerCRM Gmail Integration - Avrion

How to use MAXIMIZERCRM’s Gmail Integration

Originally launched in January 2021, this feature may have sneaked past you! The multi-tenant MAXIMIZERCRM platform now has an add-on to integrate with your Gmail to help you manage and track your conversations by saving email interactions to your MAXIMIZERCRM Contacts or Leads. In this blog, we will show you how to use MAXIMIZERCRM’s Gmail

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What's new in Maximizer CRM 2021 R1

What are the benefits of upgrading to Maximizer CRM 2021 Release 1?

Maximizer’s commitment to continually improving their product is furthered by the Maximizer CRM 2021 Release 1 update – also now newly rebranded as MAXIMIZERCRM. As you would expect, there are some golden nuggets in this update which we will summarise in this article. Maximizer CRM 2021 Release 1 The update will be available for on-premise

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Maximizer CRM's import tool

Maximizer CRM’s Import Tool – What’s Been Updated?

Importing data into Maximizer CRM has always been straightforward. Even so, there have historically been a few areas that needed improvement and that’s what they have done with the June 2020 update. So what exactly has been updated with Maximizer CRM’s Import Tool? Maximizer CRM’s Import Tool – updates There has always been a choice

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Advanced Search in Maximizer CRM

Advanced Search in Maximizer CRM – what can you find?

One of the many benefits of a CRM system is having so much valuable data on your customers, prospects, suppliers and more. But having data is one thing – being able to find the relevant information quickly and easily is another. This is where the Advanced Search in Maximizer CRM comes in very handy. What

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CRM dashboards

What is a CRM Dashboard and how can it help you?

Even with the most simple CRM set up, it’s useful to have an overview of your data so that you can have quick access to information or tasks. This is where dashboards come in handy – but what is a CRM dashboard and how can it help you? CRM Dashboard Much like a dashboard in

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