Simon Pickard
My feedback
28 results found
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118 votes
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25 votes
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21 votes
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13 votes
An error occurred while saving the comment -
17 votes
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15 votes
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21 votes
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21 votes
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18 votes
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19 votes
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15 votesUnder review · 0 comments · Feature Suggestions for Maximizer CRM » Usability - User Experience · Admin →
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6 votes
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20 votes
An error occurred while saving the comment I'm with Robbie on this. Improving the work flow is crucial to client retention as cases are rising as stuff moves online.
Doing the same with the gmail integration - one click case-creation and priority etc - is crucial
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12 votes
An error occurred while saving the comment I've been asked for this several times. It would also help people regulated by CANSPAM to flag - and therefore give the chance to understand why - people are leaving
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43 votes
An error occurred while saving the comment Hi team, This is still an important omission for new clients, and an important loss for many existing clients.
How do you handle this issue internally when dealing with partners and their CEO, CTO, CFO, VP Services etc?
An error occurred while saving the comment The Org chart is a very useful, and widely used feature. B2B organisations, selling to complex organisations find it very useful - as do we ourselves. Any client who looks at their sales processes and considers the roles of influencers, specifiers, gate-keepers etc finds it invaluable for identifying, reaching or by-passing those people.
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16 votes
An error occurred while saving the comment For lots of clients who sell in complex markets this functionality is extremely useful.
There should be no deprecation of functionality without a long notice period. This is particularly unfortunate at a time of above-inflation price rises.
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56 votes
An error occurred while saving the comment As leads are the first stage in the sales process, the ability to acquire leads from multiple social media sources - FaceBook etc - is key and Zapier can help with this.
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36 votes
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115 votes
Rather than create this ourselves at the moment, our Professional Services team is able to integrate Maximizer with your inventory management ERP.
An error occurred while saving the comment Hi guys, Can you share some of these integrations - especially to Accounting systems such as Sage Europe, SAP and any Infor ERP systems
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39 votes
An error occurred while saving the comment We have 2 clients who between them add more than 100,000 cases a year. you can imagine how much they want this.
Please remove this inconsistency. There are a lot of cases where interactions need to be deleted. These include - accidentally completing a hotlist & then uncompleting it - 2 records to be deleted; multiple people saaving the same email etc.