Latest News
The Best CRM For Financial Advisors Canada
Top CRM for Financial Advisors Canada Managing client relationships is critical for financial advisors, especially when trust, personalization, and confidentiality are the cornerstones of the...
Beyond Email: Exploring the future of sales communication
Discover how the future of sales communication is evolving beyond email with real-time collaboration, AI-driven tools, and data-powered personalization. Learn how Maximizer’s Microsoft integrations are leading the way for smarter, more efficient sales teams.
Navigating Compliance in Canadian Sales: Leveraging CRM for local market success
Discover how Canadian sales leaders can navigate compliance challenges with a tailored CRM solution. Learn how Maximizer helps with data residency, privacy regulations, and Canadian sales success.
Sales Tasks on Autopilot? How AI does the busy work while you reap the rewards
AI can take over repetitive sales tasks, freeing up time to focus on strategy and relationships. Learn how putting certain sales tasks on autopilot can help sales leaders elevate their game.
CRM Insights
View All
Navigating Compliance in Canadian Sales: Leveraging CRM for local market success
Discover how Canadian sales leaders can navigate compliance challenges with a tailored CRM solution. Learn how Maximizer helps with data residency, privacy regulations, and Canadian sales success.
What Is CRM? A Comprehensive Guide to Customer Relationship Management Software
What is CRM (customer relationship management)? This guide will provide a crm definition, and explore the functions of a crm software and impact on businesses.
Evolution of the Financial Advisor Industry
Financial advisory is changing with the adoption of technology—learn how to use CRM and AI to your advantage.
Sales Leadership
View All
The Best CRM For Financial Advisors Canada
Top CRM for Financial Advisors Canada Managing client relationships is critical for financial advisors, especially when trust, personalization, and confidentiality are the cornerstones of the...
Building Trust in the Digital Age: Top tech tools for financial advisors
Discover the essential tech tools that financial advisors need to build trust in the digital age, including CRM, AI, secure communications, and digital signing solutions. Learn how these technologies can enhance client relationships, improve operations, and ensure compliance.
The Leadership Hack That’s Changing the Sales Game: Are you in?
Discover the sales hack that is helping Sales VPs achieve massive growth.
AI Innovation
View All
Sales Tasks on Autopilot? How AI does the busy work while you reap the rewards
AI can take over repetitive sales tasks, freeing up time to focus on strategy and relationships. Learn how putting certain sales tasks on autopilot can help sales leaders elevate their game.
From Gut Feelings to Precision Tactics: Transform your sales strategy with AI
Transform your sales strategy with AI. Discover how AI can shift your sales approach from instinctual guesses to precision tactics, enhancing efficiency, lead scoring, predictive analytics, and personalized customer interactions.
Harnessing AI to Strengthen Client Relationships: The future of financial advising
Discover how AI is transforming financial advising with enhanced client relationships and optimized service delivery. Balance automation with a human touch to maintain trust and deliver personalized experiences.
Product Releases
View All
Financial advisors can streamline document workflows with Maximizer’s Docusign integration
Streamline your contract lifecycle with Maximizer’s Docusign integration. Focus on selling, not paperwork, as you centralize data and eliminate redundancies.
Automate Your Sales Process with Maximizer and Zapier
If Zapier supports your application, you can connect it to Maximizer and keep your CRM as the central repository for your customer data – the way it should be.
Get More Out of Your Meetings by Integrating Maximizer and Calendly
Maximizer’s CRM integration with Calendly streamlines meeting scheduling for sales teams, saving time and enabling efficient relationship-building and sales efforts.
Industry Trends
View All
The Best CRM For Financial Advisors Canada
Top CRM for Financial Advisors Canada Managing client relationships is critical for financial advisors, especially when trust, personalization, and confidentiality are the cornerstones of the...
Beyond Email: Exploring the future of sales communication
Discover how the future of sales communication is evolving beyond email with real-time collaboration, AI-driven tools, and data-powered personalization. Learn how Maximizer’s Microsoft integrations are leading the way for smarter, more efficient sales teams.
Beyond Spreadsheets: Advancing sales technology in manufacturing
Learn the pivotal role of manufacturing sales leaders in adopting sales technology and staying competitive in the industry.