Smart Presentations
Maximizer boosts Smart Presentations with mobility, efficiency, and cloud scalability.
“Maximizer has been an invaluable tool. It enables us to be efficient, keep track of progress on client projects and opportunities, and deliver the level of service we aim for with our customers.”
Challenges
The team had also grown frustrated with the upgrade process of their legacy system, which required third-party engineers to attend on-site—an inconvenient and time-consuming process. They sought a modern, cloud-based solution that would allow them to access their CRM from any device, anywhere, streamlining their workflow and freeing up time to focus on their customers.
While they explored alternative CRM solutions, Smart Presentations ultimately decided to stay with Maximizer due to its competitive pricing, ease of use, and their long-standing confidence in the platform’s reliability.
Solutions
Maximizer’s Certified Solutions Provider, Avrion, recommended that Smart Presentations migrate to Maximizer’s cloud-based solution tailored to meet the company’s need for anytime, anywhere access. The move to the cloud provided Smart Presentations with immediate and significant benefits. The migration was smooth, with minimal downtime and no need for extensive staff retraining, allowing the team to maintain their momentum during the transition.
By moving to Maximizer’s cloud solution, Smart Presentations gained a fully accessible CRM that empowered them to update customer records on the go, significantly reducing the need for office-based support. Avrion also assisted in setting up secure cloud storage, with data backed up in a Tier IV certified data center, giving the team peace of mind about their information security.
For Smart Presentations, the benefits of the cloud extended beyond accessibility. The platform’s document storage capabilities allowed them to centralize all client-related paperwork, making it easy to retrieve information without sifting through archived files. As the business scales, the cloud solution provides a cost-effective way to add new users, supporting Smart Presentations’ growth without operational disruption.
Benefits
Enhanced Mobility
The team can update records from any device, reducing calls to the office by over 50% and allowing staff to stay productive while on the road.
Increased Productivity
Cloud accessibility allows team members to conduct follow-ups and log prospecting activities between appointments, improving productivity by at least 10% each week.
Secure Data Storage
Maximizer’s Tier IV certified data center ensures that all information is securely stored and regularly backed up, offering Smart Presentations peace of mind.
Centralized Documentation
Document storage within Maximizer eliminates the need to search archived files, making critical customer information instantly accessible.
Scalable for Growth
As Smart Presentations grows, adding users to Maximizer is effortless and cost-effective, making it an ideal long-term solution.
Improved Customer Engagement
Access to real-time customer data allows the team to respond faster to customer inquiries, increasing both customer satisfaction and loyalty.
Business partner
Avrion
A Maximizer Certified Solutions Provider, Avrion helped Smart Presentations maximize their CRM investment. Established in 2001, Avrion specializes in delivering CRM solutions that enhance business efficiency and customer development. Avrion’s expertise supports companies across diverse sectors in implementing CRM solutions that foster business growth and operational effectiveness.
