What’s New in Maximizer On-Premise R26
Maximizer’s R26 release for on-premise customers introduces a refined user experience, deeper insights into customer interactions, and enhanced mobile and integration capabilities. Whether you’re in sales, service, or IT, this release helps teams work smarter and faster. In this blog, we explore the key features, their business benefits, and share how we can make upgrading […]
Why Maximizer’s Sales Intelligence Is the Secret Weapon Your Sales Team Needs
If you’re still relying on spreadsheets and gut instinct to drive your sales strategy, it’s time for a rethink. In a world where data is everywhere but insight is rare, Maximizer CRM’s Sales Intelligence is a stand out feature. It doesn’t just track your sales, it tells you what’s working, what’s not, and where your […]
Introducing Mini Workflow in Maximizer CRM: Smarter Screens, Streamlined Data
Maximizer CRM’s Mini Workflow has been designed to enhance user experience and streamline data entry. Mini Workflow dynamically adjusts what users see based on the context of the record they’re working with, making CRM interactions more intuitive and efficient. What Is Mini Workflow? Mini Workflow allows administrators to configure conditional visibility of fields on screens based on […]
What to do if the Outlook Toolbar is Missing
Occasionally, your Maximizer CRM Outlook Integration toolbar goes missing, even though you’ve already set it up and configured it. Don’t worry; you don’t have to go through the whole setup process again. It’s simple and quick to enable it again, and we’ll explain why it does this. What to do if the Outlook Toolbar is […]
Additional Configuration in Outlook
In a previous blog we showed you How to Set Up Microsoft Outlook Integration. However, some of the functions on the toolbar, such as Create Contact and Create Case, require some additional configuration in the Outlook settings. If you click on any of these buttons before going through the additional configuration in Outlook, you’ll get […]
Using task & appointment CRM alarm notifications
No-one wants to miss a meeting or forget to do an important task. Using task and appointment alarm notifications, therefore, is a great way to ensure you stay on top of your agenda. That’s where CRM alarm notifications come into play. They’re not just a feature in your CRM system; they’re your personal assistant, ensuring […]
Using task & appointment CRM alarm notifications
No-one wants to miss a meeting or forget to do an important task. Using task and appointment alarm notifications, therefore, is a great way to ensure you stay on top of your agenda. That’s where CRM alarm notifications come into play. They’re not just a feature in your CRM system; they’re your personal assistant, ensuring […]
How to Search for a UDF
As a Maximizer CRM user, you should be very familiar with user-defined fields (UDFs). These are custom fields used to record additional information about Maximizer CRM records. But do you know how to search for a UDF? Managing UDFs Because UDFs are so quick and easy to set up, over time you may end up […]
Maximizer CRM Version Comparison Guide – Updated for Maximizer CRM 2020
As you’d expect from any software program, Maximizer CRM is continually enhanced and improved. So if you’re on an older version of Maximizer CRM, you may wonder what exactly these enhancements are. That’s why we’ve reviewed the Maximizer CRM version comparison guide in this blog. Hopefully this will give you an idea of some of […]
How to connect Sage Financials with Maximizer CRM
Our previous blog showcased the ability to integrate financial systems with CRM. Specifically, we looked at our Sage Financials Data Connector – connecting Maximizer CRM and Sage 50 / Sage 200. Sage Financials is easy to use, yet so powerful in extending your CRM data. This blog aims to ignite your imagination on how your […]