Maximizer Workflows
Turning process into consistent execution
Automate key stages of your sales process and reinforce accountability across your team.
Inconsistent sales execution leads to inconsistent results.
When follow ups are missed, qualification criteria vary and pipeline updates are irregular, forecasting becomes unreliable and performance suffers.
Maximizer Workflows introduce structure and automation into your CRM, ensuring the right actions happen at the right time.
Avrion designs workflows that reflect how your organisation actually sells, reinforcing discipline without adding unnecessary friction.
Digital Transformation
on your Terms.
Schedule a structured discovery conversation that will help define priorities and reduce risk.
What Maximizer Workflows delivers
Well designed workflows enable you to:
- Trigger tasks automatically when opportunities move stage
- Enforce qualification checkpoints
- Send reminders for key activities
- Notify managers when deals stall
- Reduce manual administration
The objective is not complexity, it's consistency.
Why workflows matter in sales
Sales teams are busy. Without automation, important steps can be overlooked.
Common issues include:
- Missed follow ups
- Opportunities progressing without proper qualification
- Inconsistent data capture
- Manual task management
- Managers chasing updates
Workflows help create predictable behaviour across the team and visibility for managers.
The Avrion approach to workflow design
We do not automate broken processes.
Our approach focuses on:
- Mapping your existing sales journey
- Defining clear stage entry and exit criteria
- Identifying repetitive or manual steps
- Designing simple, effective automation
- Testing workflows in real scenarios
- Aligning automation with reporting and forecasting
This ensures workflows strengthen process discipline rather than create further frustration.
Key workflow capabilities we implement
Stage based automation
Automatically trigger actions when opportunities:
- Enter qualification
- Move to proposal
- Reach negotiation
- Close, won or lost
Ensuring no key step is missed.
Task and activity creation
Workflows can create:
- Follow-up reminders
- Approval requests
- Contract preparation tasks
- Customer onboarding triggers
Reducing reliance on manual task tracking.
Notification and escalation
Managers can receive alerts when:
- Deals remain inactive
- Close dates change unexpectedly
- Key information is missing
- Forecast risk increases
Supporting proactive leadership.
Data quality enforcement
Workflows can require:
- Mandatory fields before stage progression
- Completion of qualification criteria
- Accurate deal values and close dates
Improving reporting reliability and accuracy.
Workflows and wider integration
Workflows can also connect with:
- DocuSign for contract automation
- Finance systems for invoice initiation
- Marketing systems for nurture triggers
- Reporting dashboards for performance monitoring
Creating seamless end-to-end processes.
Experiencing inconsistency in your sales process?
If pipeline updates are unreliable, follow-ups are missed or forecasting feels unstable, a Business Health Check can identify where workflow automation would add structure.
We assess:
- Sales process clarity
- Repetitive manual tasks
- Data quality issues
- Forecasting gaps
- Automation opportunities
Providing clear, commercially aligned recommendations.
Planning to introduce automation into your CRM?
A discovery conversation ensures automation supports productivity rather than creating friction.
We help you:
- Identify high-value automation points
- Avoid over-engineering
- Improve sales discipline
- Build scalable workflow foundations
What do our customers say?
“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““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””
Jane Margetts – Restore Records Management“We were looking for best service provider for our CRM system and we came across with Avrion in 2016 and since then we have never turned back in terms of CRM system. This was our best step to move with Avrion as they understood our requirement quickly with excellent solutions and also within our budget. Working with Avrion is wonderful experience; we never need to approach them for any issues as they are always one step ahead by taking regular follow-ups. They are quick and punctual in terms of completing project. We have undertaken many projects so far and are more than happy to say that their solution is up to the mark. Avrion's people are the greatest asset of the company. I really recommend Avrion not only CRM system but for many other IT solutions as well.”
Satish Ghaghada – CWC“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well. After almost a year of trying unsuccessfully to engage with our existing partner, trying to get them to talk about upgrading and personalising the system, we decided to switch over to Avrion. Avrion had been in conversation with us and once we engaged with them, they immediately gave us something unique. They allowed us to effectively have an off-the-shelf CRM system that we could customise – at affordable rates. Rates that are competitive for SMEs. Once we formed a partnership with Avrion, for the first time in seventeen years we were working with a really engaged partner, which is something unique. Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that.”
Cole Fellows – The Insurance Network“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”
Luke Hogg – Knoxford Fabrications“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie“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“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”
Mike Bevan – SPM Instrument UK“Avrion is able to grasp a concept quickly and turn it into a deliverable that can make a significant difference to a business. They take the time to understand the requirement, taking concepts and ideas and turning them into tangible benefits to achieve the best outcome possible for the customer. I'd 100% recommend Avrion. It's been a dream working with them. They have helped us at every point in this process. I've worked with people in the past where there's a bit of tension, but with Avrion they always helped to direct our journey, in a way that was working with us as a partner, over anything else.”
Jasmin Dudden – Restore Datashred“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope. Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”
Carly Cullen – Priors Hall Park Management