General To-Do’s when using Maximizer CRM

The following is a short list of useful to-do’s when it comes to managing your Maximizer CRM database efficiently:

• Ensure that you have few mandatory fields. This way staff won’t run from capturing information.
• Information fields: User Defined Fields: Before creating them ensure you know how you want the information out of your database.
• Ensure you have set up all system fields correctly before getting staff to use the system: System Category fields, Account Manager, City/Town, Province, Country, Lead Status, Products, Sales & Service Categories, Opportunity Objectives, Stages.
• Opportunity Win/Loss/Abandon/Suspended – Reasons need to be captured into the system for staff to use.
• Opportunity: Sales teams need to be edited.
• LinkedIn Integration to be set up.

Important Maximizer Address book habits

The following is a short list of useful habits to learn or remember to get the most efficient use out of your Maximizer CRM database:

• Remember to always ensure the customer is updated inside Maximizer. Company & Contact profile.
• Always add in the Account Manager field under a company / individual entry.
• Complete all / most user defined fields for future searching to work.
• Add notes to the contact person – either drag & drop for a manual note, or click on Home, Receive / Make a call to log telephone chats.
• Remember to add your tasks & appointments into Maximizer so that the system can help YOU remember to follow up.
• Load all your opportunities.
• Load all your customer service cases.