Maximizer Cloud 2023.2 Release Notes
Base Edition
App Directory Refresh
We've updated the UI and categorization to our types of integrations. We've added Native; Zapier; and Manual category types. Native integrations refer to direct and built-in connections between Maximizer and other applications without the need for additional software or integration tools. Zapier integrations allow you to connect Maximizer with other applications through Zapier as a no-code automation tool. Manual integrations can be set up from scratch by connecting Maximizer and other applications using our open API. We've also added two new tags: Partner and Featured; where Partner tags are apps that our Business Partners have created and those that are Featured are some of the highlighted or most popular apps that we carry.
Please also welcome the following new integrations: Unbounce (Zapier); Calendly (Zapier); Slack (Zapier); Power BI (Manual); and an updated Twilio (Native). The goal is for our customers to use their favourite apps and generate more leads and drive revenue.
Personal Access Tokens (PATs)
Our new RESTful API runs on simple and effective principles to allow our partners; customers; and developers quick and easy access to developing integrations using our code. Personal Access Tokens can be retrieved from the profile icon at the top right of your screen. These tokens serve as authentication keys that enable developers and integrations alike to seamlessly integrate into Maximizer. Further instructions can be found here: developer.maximizer.com
Sales Leader Edition
Activity Tracker monitors the activities that matter
The Activity Tracker allows the sales leader to review their team’s planned and completed activities (like prospect calls; follow-up tasks; appointments made; etc.) to push deals forward. Get alerts for overdue tasks to stay on top of your team and step in for a coachable moment when the activities planned for the week ahead are looking light. Easily filter by team or owner or interaction type to see exactly what you need to make sure the right type of activities are being scheduled by your team. What type of activities is your star performer doing to hit 105% of their quota? Is the rep that’s only hitting 75% of their quota booking the same type of activities? This is the perfect type of data that sales leaders can use to provide active coaching to their sales reps during their 1-on-1s.
Sales Intelligence updates
You can now re-arrange the dashboard tabs to see your preferred dashboards first.
Export the dashboard you need as an image or as PDF to submit reports quickly.
View the last-data-sync time stamp to know the accuracy of your latest numbers.
Lastly; if needed; head to the Administration to change the system corporate currency to adjust the currency seen on all dashboards.