Скачать или смотреть What changes have you made to Maximizer to configure it to work for you, and how easy was it?

In this "Ask Our Customers" video, Cole Fellows from The Insurance Network talks about the changed they made to Maximizer to configure it to work for them.

The Insurance Network had been using Maximizer CRM since 2004 when there were just two members of staff working at a physical events company. They needed to take control of their mass marketing from an excel spreadsheet into a CRM system. Maximizer CRM was chosen primarily for its simplicity and low cost. No one guided them with the CRM at this point – the company was settling into using it just as it was.

Cole Fellows, Head of Operations at The Insurance Network, felt there was limited partnership and nurturing from Maximizer CRM or either of the initial partners they worked with. Whilst the CRM was on-premise in two offices, the team could be at an event where the CRM software was not available, so people were writing notes on pieces of paper. There was nobody helping them on their CRM journey, evolving the system to their needs.

The Challenge and the Avrion Response:

The challenge was to upgrade and improve the systems with the macro-enabled spreadsheet required, adding complexity to how this could be achieved.

“Avrion enabled the changes to revolutionise our workflow through small steps that added huge impact. Not many people do that,” added Cole.

Jonathan Wilkins, Managing Director at Avrion, and the team looked at the process needed to get The Insurance Network engaging more effectively, starting with hosting and then moving on to customisation.

Working Together:

Avrion upgraded the system and took over the hosting for The Insurance Network with cloud based servers, so their Maximizer CRM system is now accessible everywhere. The other challenge was that in a small team, one person was spending one week per month uploading data into Maximizer from dotdigital. Avrion was quick to suggest an integration between Maximizer CRM and dotdigital, which completely removed the need for this mundane task and automatically improved accuracy around data entry. In the conversations around the integration process, Avrion worked closely with Cole and his team to work out the best results, paying close attention to financial constraints.

“At our internal review in 2019 we, as a company, asked if we were doing ourselves justice using Maximizer as our CRM solution or was there something better? We concluded that the price point for the system gives us a budget to develop our own specific customisations that are more beneficial for productivity and efficiency as well,” Cole concluded.

The Results:

By working closely with Cole Fellows and the team at The Insurance Network, Avrion has helped them get the best out of Maximizer CRM. As well as creating the integration for their marketing with dotdigital, Avrion is working with The Insurance Network to create customised dashboards to generate reporting directly from Maximizer CRM. This is done through understanding the methodology of the company in order to create dashboards and reporting. Never trying to squeeze a square peg into a round hole.

For more information on how CRM can improve your sales & marketing processes, streamline customer account management, or for general information about CRM for manufacturing and IT industries, contact us on one of the following:

Phone: +44 (0)1992 661244
Email: [email protected]
Avrion Website: avrion.co.uk
Twitter: @AvrionSoftware
LinkedIn: linkedin.com/company/avrionsoftware

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