This Solution Spotlight is about streamlining your quotation process and creating a field engineer portal to increase efficiency and reduce duplication. Is your quoting process
It’s probably safe to say that every salesperson or account manager would truly value being able to view customer financial data within their Maximizer CRM.
As you would expect from a CRM product, Maximizer CRM connects and integrates easily with other systems. This blog covers a little gem that will
Our third Solution Spotlight is about creating an Asset Management module to achieve a better way of managing Assets and their services. Do you use
Our next Solution Spotlight is about creating a self-serve configurator tool. This tool is used by web visitors to enter minimal information in order to
This blog is the first in our series of Solution Spotlights. You may be wondering, “what’s a Solution Spotlight?” We’ve created this series of short “Use
In our previous blogs, we covered the basic Preferences and Logging and Calendar/Hotlist Preferences. In this blog, we cover the preferences in MAXIMIZERCRM for: Monitoring
In our previous blog, we covered the basic Preferences. In this blog, we cover how to configure Preferences in MAXIMIZER CRM under the Other Preferences
The ability to configure your preferences in MAXIMIZERCRM means you can have the system set up exactly how you want it. This saves you time
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
