Simply Successful CRM Guides

Maximizer is launching a series of Simply Successful CRM Guides – detailed “how–to” guides that are more product–focused than our existing white papers, yet are more business–centric than datasheets and manuals. The series will cover a range of topics, focusing on various industries, business areas, and CRM best practices and processes.

Simple Guide to Implementing a CRM Solution

Learn how establishing leadership, creating an implementation roadmap and working with staff to facilitate user adoption and positive change are key in ensuring CRM success.

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Simple Guide to CRM for Financial Services & Wealth Management

Despite the challenges of the current business environment, learn how optimizing your client services processes to strengthen client relationships can increase your book value, determining the success of your business.

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Simple Guide to Customer Segmentation with CRM | Hit the Mark with Targeted Marketing Campaigns

Discover the fundamental steps of target marketing and learn how market segmentation with Maximizer CRM will ensure successful, relevant campaigns that reach your intended audience.

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Selecting Between On–Premise, Managed Hosted & On–Demand CRM

To help those considering an investment in or renewal of a CRM / SFA solution navigate the options, this guide discusses the arguments for and against on–demand and on–premise business applications.

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