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?
““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 found the team at Avrion really understood our needs. It felt like they’d seen it all before, and that gave us confidence from day one. With Maximizer CRM, what it really does is allow us to track that from start to result stage… it’s helped change the mentality of our business.”
Chris Harrison – Heidelberg Materials Contracting“Before Dynamics 365, we were managing tours through a mix of spreadsheets, emails and manual processes. Now, everything is in one place and works together seamlessly. The system is built around how we operate, not the other way around, and automates tasks that used to take hours. Most importantly, it gives us the flexibility to manage any type of tour and confidently support our continued growth.”
Karen Leggatt – Classic Grand Touring“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“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“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“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“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“We first came across Maximizer Sales Leader Edition (SLE) when looking for a CRM system with quoting functionality to replace an aged manual system based mainly on Excel! From development to implementation, each stage was found easy to transact and made easy to understand with the support offered found to be exceptional. Our main area of focus was to improve systems to reduce stress on resource with minimal impact on the team – this was achieved with great success & the system welcomed.”
Liane Atherton – AAF Air Filters“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