Maximizer CRM Central

All Blog Posts

• 0 Comments 98 Views

  Marketing Success with CRM Leverage the power of your CRM to deliver the goods by Bob Neudecker For many marketers, measuring the success of your campaigns and ultimately your ROI can be a somewhat daunting and time-consuming process. Not only can it be painful weeding through... 08-26-2010 5:17 PM by Morlov to Maximizer CRM 360 Filed under: Roi, Marketing, Tracking, Email campaign, Open rates

• 0 Comments 47 Views

  Column Setups + Catalog Searches = Simple Reporting Magic In life, there are certain things that simply belong together. Things like how peanut butter and jam belong together in sandwiches. Or how ketchup belongs on hotdogs. Or how the Sedin twins belong on the same line for my beloved Canucks. In Maximizer... 08-25-2010 5:21 PM by wleung to Where There’s a Will, There’s a Way Filed under: excel, catalog search, column setup

• 0 Comments 227 Views

  Don’t let your CRM Business Intelligence (BI) be Dash-boring... If there is anything sexy about CRM, it would have to be the emergence of dashboards to deliver Business Intelligence (BI). In a short time, I have seen dashboards go from “hot button” to just plain hot. Nothing can completely replace your... 08-12-2010 9:51 AM by Morlov to Better Your Business: Byron on CRM Filed under: Dashboards, Maximizer CRM 11, Business Intelligence

• 0 Comments 87 Views

  Life in Technicolor: Row Coloring for Non-Table User-Defined Fields. Row coloring is one is my second most favorite feature in Maximizer CRM 11. One thing that you cannot do, however, is set a row coloring based on ranges. If I wanted to color all the opportunities that have a projected revenue of something greater than... 07-29-2010 4:43 PM by wleung to Where There’s a Will, There’s a Way

• 0 Comments 523 Views

  Holiday Work Delegation It's the holiday season again. A time of wonder. A time of joy. A time where you can offload your workload to the poor interns/articling students/contract workers/anybody else not fortunate enough to have the holidays off. A good way of assigning... 12-18-2009 1:48 PM by wleung to Where There’s a Will, There’s a Way

• 1 Comments 608 Views

  Note Filters: Make Notes Linger in the Darkness... Welcome to this Halloween edition of "Where There's a Will, There's a Way" (queue the cheesy Halloween music ). Having a ton of notes on clients can be a good thing. But sometimes, finding specific notes can be a nightmare. There is... 10-30-2009 3:19 PM by wleung to Where There’s a Will, There’s a Way Filed under: notes

• 2 Comments 802 Views

  Leads Vs. Non-Leads I guess you can say that all your customers are important. But sometimes, you need to make a distinction between those customers who take priority over others. Certain circumstances necessitate that you choose specific customers, and treat them differently... 10-16-2009 12:18 PM by wleung to Where There’s a Will, There’s a Way

• 3 Comments 828 Views

  Automatically Creating Hotlist Tasks When Entering User-defined field information. I am terrible at remembering dates. Sometimes I get so busy that I almost don't remember my own birthday. I guess that's what my better half is for. But still, I'd like to remember her birthday from time to time. So what if you had a really... 10-02-2009 12:39 PM by wleung to Where There’s a Will, There’s a Way

• 0 Comments 539 Views

  Choosing when you work... in your Calendar. In Maximizer, you can customize your calendar to fit your work schedule. If you are one of the lucky ones to only have to work a few times during the week, or a few hours during the day, this can make your calendar a little bit more aesthetically pleasing... 09-25-2009 11:26 AM by wleung to Where There’s a Will, There’s a Way

• 2 Comments 586 Views

  Great Save! Recalling and Saving Searches Sometimes, it takes a stroke of genius to create the perfect all fields search. After many hours of carefully planning which fields to include and which values to select, you run the search and get the perfect result set. And sometimes it’s just... 09-02-2009 12:03 PM by wleung to Where There’s a Will, There’s a Way

• 3 Comments 1,074 Views

  Drawing an Organizational Chart Time is always at a premium, at and outside of work. Let's be honest here, nobody likes to waste time, unless it's "wasting time" relaxing. At work, the more time you waste, the more money you could be losing. Unless you are New York... 08-26-2009 4:00 PM by wleung to Where There’s a Will, There’s a Way

• 4 Comments 1,508 Views

  Excel to Maximizer: Two-tiered Importing From: William Leung Sent: Friday, August 14, 2009 4:31 PM To: Microsoft Subject: Excel Awesomeness Dear Microsoft, By now, you must think I hate Excel. I've already written a couple of blogs about Excel and/or people's strange fixation with using... 08-14-2009 10:12 AM by wleung to Where There’s a Will, There’s a Way Filed under: maximizer, excel, microsoft, importing, crm

• 0 Comments 631 Views

  Semimonthly appointments There is a way to create a semimonthly appointment in your Maximizer Calendar. Just to be clear, an example of a semimonthly occurence is like my favourite times of the month: pay day. It is like being paid on the 15th and 30th of the month and not every... 08-07-2009 12:55 PM by wleung to Where There’s a Will, There’s a Way Filed under: calendar, Schedule, appointment

• 0 Comments 567 Views

  Rounding up Tasks and Appointments Sometimes, it's important to know how much effort you're putting into a relationship. Any relationship. Whether it be with your friends or a lead, it's always good to know how much time and effort you put in. A good indication of how much... 07-24-2009 12:37 PM by wleung to Where There’s a Will, There’s a Way Filed under: Address Book, calendar, hotlist, activities, appointment

• 1 Comments 1,149 Views

  Key Fields: Organizing the Mess of User-Defined Fields Maintaining a tidy database is one of the keys to efficiency. It's just like keeping a tidy house. It's all about getting rid of what's no longer useful and organizing the stuff that you do have for easy access. It's the same way with... 07-17-2009 10:25 AM by wleung to Where There’s a Will, There’s a Way Filed under: Address Book, key fields, user-defined fields, Key, business process