SendGrid Integration for Maximizer
Scalable email delivery built into your CRM
Send automated, high volume and transactional emails directly from Maximizer with reliability and control.
Not all email is marketing.
Sales confirmations, onboarding messages, alerts, reminders and system notifications all form part of the customer journey. These messages must be delivered quickly, reliably and at scale.
SendGrid integration allows Maximizer to send automated and transactional emails through a dedicated email delivery platform, improving performance, deliverability and reporting.
Avrion ensures SendGrid is configured securely and aligned to your workflow and branding.
Digital Transformation
on your Terms.
Schedule a structured discovery conversation that will help define priorities and reduce risk.
Why transactional email requires structure
Using standard email accounts for automated communication can create problems:
- Deliverability issues
- Messages flagged as spam
- Lack of performance visibility
- Difficulty scaling high volume sends
- Limited reporting on delivery status
SendGrid provides the infrastructure to manage this professionally.
What effective SendGrid integration should deliver
A well-implemented integration enables you to:
- Send automated emails from CRM events
- Trigger confirmations and notifications instantly
- Monitor delivery, opens and bounces
- Maintain consistent branding
- Scale communication without overloading mail servers
The objective is simplicity, reliability and performance.
Automated communication aligned to CRM activity
SendGrid can support workflows such as:
- Opportunity stage notifications
- Quote confirmations
- Contract follow-ups
- Onboarding sequences
- Payment reminders
- Service updates
Ensuring communication reflects real-time CRM data.
Improved deliverability and monitoring
Integration provides:
- Dedicated email delivery infrastructure
- Domain authentication and compliance alignment
- Bounce and failure tracking
- Clear visibility of send status
Reducing risk and improving sender reputation.
Separation of marketing and transactional email
SendGrid is particularly valuable where organisations want to:
- Separate marketing emails from system notifications
- Maintain brand reputation
- Ensure critical communication is prioritised
- Improve technical performance
Creating a structured communication strategy.
The Avrion approach to SendGrid integration
Email infrastructure must be configured properly.
We ensure:
- Domain authentication and security configuration
- Template design aligned to branding
- Trigger logic mapped correctly to CRM events
- Monitoring and reporting setup
- Governance and compliance satisfaction
Ensuring reliability without complexity.
Experiencing email delivery issues or manual notifications?
If automated emails are inconsistent, deliverability is unreliable or system messages rely on manual sending, a Business Health Check can identify where SendGrid integration would improve performance.
We assess:
- Current email workflows
- Delivery performance
- CRM trigger logic
- Communication consistency
Providing commercially focused recommendations to improve your communications.
Planning to improve automated communication?
A discovery conversation will help define the right communication structure for your organisation.
We help you:
- Identify key transactional email points
- Improve deliverability
- Align automation with CRM workflows
- Build scalable communication infrastructure
What do our customers say?
“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops! We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”
Craig Sansom – Prestige“Connolly's Red Mills have been working with Avrion since 2017 with our Maximizer implementation and have found them to be a great company to deal with, projects completed in a timely manner to a high standard.”
David Dewberry – Connolly’s Red Mills“Integrating over 30 acquisitions, meant harmonising over 60 customer databases. Impressive, but of little use if the data is unstructured. Maximizer meant structured data, yes it requires focus, but the output is efficient to say the least; the new improved pipeline made us twice as effective, cross selling across the 5 business units - closure went up 4-fold. Integrating this with front line operational calls gave us a holistic view, reducing hundreds of days spent on internal calls, joining up the dots for our customers. Opportunities grew by over 20% with straightforward data polishing. The icing on the cake was with GDPR, good process with opt-outs and customer choice on contact options. When you feed this into the business it allows us to be focussed on the day-to-day operation, the back-end processes of store, scan and shred just become slicker – our focus with customers substantially better. Hundreds of hours freed up for improvements on invoicing, value added services, the day to day delivery with document management. Our project involved coupling existing platforms with new CRM technologies, training and a complex project roll-out. Avrion managed the transition without fuss or any ‘catch-you’ extra fees – a job well done.”
David English – Restore plc“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”
Graham Cording – Smart Presentations“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”
Dan Costin – Restore Datashred“Avrion truly understood our business and tailored Dynamics 365 to fit our needs. The phased approach made adoption seamless, and we’re already seeing major time savings. Our internal processes are now streamlined, and we’re well-positioned for future growth. It’s a game-changer for us. Looking back, partnering with Avrion to implement Microsoft Dynamics 365 was one of the best decisions we made. Our operations are now efficient, our team collaborates seamlessly, and we’re equipped to scale our business with confidence. If your company is struggling with inefficiencies like we were, I highly recommend working with Avrion – they’ll make sure you get a solution that truly works for you.”
Raj Mahay – Resin Products“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”
Charlotte Hurrell – Belvoir Group“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”
Catherine Royle – Restore plc“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”
Tom Crowther – Belvoir