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 enhance your productivity further by connecting Maximizer CRM with Microsoft Teams.

Maximizer users can view the App Directory from within the product itself to see what other apps are available.

The App – officially called Maximizer CRM Messaging Extension – allows you to search Maximizer CRM data from Microsoft Teams conversations and share information with team members.

Features

Users can search the following entries from within Teams conversations:

  • Address Book Entries: search by first name or last name of an individual, or company name.

 

How to use Maximizer CRM for Teams

 

  • Opportunities: search by objective of an opportunity.

 

How to use Maximizer CRM for Teams

 

  • Leads: search by first name or last name of an individual, or company name.

 

How to use Maximizer CRM for Teams

 

  • Cases: search by first name or last name of an individual, company name, or subject of the case, case number.

 

How to use Maximizer CRM for Teams

 

Users can also drilldown to the following entries from within Teams conversations:

 

Watch this video to see it in action:

Further information

For more “How to” videos, see our YouTube channel. You might also find our Maximizer CRM Hints ; Tips blogs useful.

If there are any videos you would like to see, please email marketing@avrion.co.uk or contact us on one of the following.

We hope you found this article interesting and informative. For more ideas on how to streamline, automate and digitally transform your business (thereby saving you time and money):
author avatar
Caroline Robertson Project & Planning Manager
Caroline has lived in the CRM and technology world from her very first job! From Sales Executive to CRM Consultant, Project Manager to Marketing Team Leader, she loves ticking things off a list so has a reputation for "getting things done". Outside work, she is a dedicated mother and rescue pup parent as well as caring for her siblings and parents.