Maximizer CRM: Everything You Need to Know

Key Maximizer CRM Features

Maximizer creates a synergy between the CRM and the rest of the tools used to conduct business every day.

Marketing Automation Integration

Integrating your marketing automation with your Maximizer CRM can be incredibly powerful. Having this integration makes it easier to engage and communicate with customers.

For instance, you can organize and streamline prospecting and customer retention activities by consolidating all vital activities and information into one platform. This centralization provides for an easier point of access for all members of the team, making it easier to use data-driven decisions regarding sales and marketing strategies.

Not only that, but by integrating marketing automation—such as MailChimp—you will also be able to gain more advanced insights into the customer journey that can help prioritize any sales or marketing efforts.

Maximizer CRM users have the ability to create custom fields. These user-defined fields (UDFs) can be configured to describe Companies, Contacts, Opportunities or Customer Service cases and add real value to your CRM system. UDFs allow you to customize the way you collect data, making it easier for you to get insights and build your processes into the system. With a few simple clicks, any user can create their own custom fields which perfectly suit their requirements.

Finally, having a centralized, integrated system also allows both sales and marketing teams to have access to touches with leads. This keeps messaging consistent. If there are any changes to communication, both teams can view these changes and adjust as necessary.

Front and Back Office Applications

Maximizer CRM is an adaptive software solution that allows businesses to customize the platform to fit their needs without having to use code.

The program can be linked with order or accounting solutions that synchronize data with quote, order and inventory management, in real-time or at scheduled times. This ensures your entire organization’s information is accurate and up to date. This means your staff can see the information they need when they need it.

Zapier

With Zapier, you can connect with over 3,000 apps to automate your workflow and streamline processes. This allows you to focus on what really matters in your business while freeing up time and energy. By setting up simple triggers and actions, any addition of data to one app can automatically feed into another app — such as copying contacts from one address book entry to another.

Another way to use Zapier with Maximizer CRM is by turning emails into notes or hot-list tasks for contacts that complete a survey. Through this process, users can quickly and easily create custom processes with automated actions that take place based on certain triggers.  Creative customers have used zaps to trigger updates to shipping dates or complete URL links to related data in other systems.

Microsoft Office

Maximizer CRM makes it easy to integrate Microsoft Office products into the CRM system. Outlook, Word, and Excel all sync perfectly, giving your business control and convenient access to customer data.

With Maximizer, you can view your Outlook messages inside the CRM and with one click save them to customer records. You can save emails in the Maximizer toolbar inside Outlook with a single click.

If you want to personalize documents, such as quotes or proposals, Maximizer has you covered. With the integrated Word feature, you can add any field from a contact’s information into a document without having to type everything out each time.

Plus, documents like forms, reports, and product datasheets can be stored centrally in a repository so that everyone in your team is using the most up-to-date information, which minimizes errors.

And if you need to export data for reporting, look no further than Excel. Maximizer comes ready equipped with highly configurable Excel outputs.