Maximizer Services Inc. Market Research Report



Company Overview



Name


Maximizer Services Inc.

Mission of the Company


Maximizer's mission is to bring peace to frustrated sales leaders and calm to anxious renewals managers, continuously evolving to assert themselves differently in the CRM landscape.

Year Founded


Founded over 35 years ago.

Founders


No information is available.

Key People


  • Iain Black, President & CEO

  • Scott Mehlenbacher, Chief Financial Officer

  • Marc Allard, Chief Executive Officer, Processia Solutions


Headquarters


260 – 60 Smithe St, Vancouver, BC, V6B 0P5, Canada

Number of Employees


No information is available.

Revenue of the Company


No information is available.

What is the Company Known For


Maximizer is known for its Customer Relationship Management (CRM) software, tailored to support sales and renewals teams in both large and small businesses worldwide.

Products



CRM Software



Overview


Maximizer's CRM software is designed to configure and customize unique profile views without requiring development. It aims to foster authentic relationships, increase productivity, and drive sales performance.

Key Features


  • Activity Timeline: Tracks customer touchpoints through detailed history of calls, emails, appointments, and notes.

  • Tasks & Notifications: Manages to-do lists, schedules reminders, and ensures follow-ups.

  • Lead Handling: Separates leads from deals to maintain a clean pipeline.

  • Dynamic Sales Pipeline: Customizes the sales process with proven methodologies or personalized pipelines.

  • AI-Powered Playbook: Provides human-centric AI tools for sales professionals.

  • Reports & Analytics: Monitors team performance and tracks progress with detailed dashboards.


CRM for Microsoft 365



Overview


The CRM integrates effectively with Microsoft 365, enabling users to handle tasks, track conversations, and manage leads within familiar Microsoft tools like Outlook and Teams.

Key Features


  • Seamless Email and Teams Integration: Syncs appointments and captures correspondence in Maximizer.

  • Custom Dashboards & AI Insights: Reports on deal progress, sales figures, and team activity.

  • Mobile App: Allows collaborative planning and real-time information access directly within Microsoft Teams.


Specific Editions



Financial Advisor Edition


Designed for financial advisors with features like advanced account management, activity tracking, and reporting & analytics.

Sales Leader Edition


Includes sales intelligence reports, advanced pipeline management, and activity tracking tailored for sales leadership.

Recent Developments



Innovative Integrations


Maximizer has recently announced the following:
  • New Outlook and Teams Integrations: Enhancing user experience for Microsoft 365 users.

  • Support For Financial Advisors: Launching a Financial Advisor Edition with DocuSign Integration.

  • AI-Driven Sales Engagement: Introduction of MaxAI for personalized AI-powered sales strategies.


New Features


  • Enhanced Communication Tools: New releases focused on better communication and efficiency within the CRM.

  • Mobile Application Enhancements: Continuous updates to support better mobile CRM functionalities.


Partnerships


Maximizer has collaborated with notable technology vendors to integrate various business tools:
  • Twilio: For communication enhancements.

  • Mailchimp: For email marketing integration.

  • DocuSign and PandaDoc: For eSignature services.

  • Zendesk and SurveyMonkey: For customer support and feedback collection.


Conclusion


Maximizer Services Inc. offers a robust CRM platform, integrating seamlessly with Microsoft 365 and various other tools, tailored to both general business and specific industries like financial advisory. Their focus on AI-driven solutions and strong integration capabilities highlight their commitment to enhancing customer relationship management and driving sales performance across diverse markets.