Maximizer Cloud - September 2024.9

When linking an interaction log or associating a task with an opportunity or case, you might find it challenging to identify the correct one using the default column view. You can access the pop-up below from the Task dialog and Interaction Log dialog. This feature lets you see more relevant fields, making identifying the right opportunity or case easier.

 

Once you select the Opportunity or Case option from the drop-down, then you can choose a custom column setup view in the Select Entry dialog. 

Integrations

Microsoft Teams Channel

The Microsoft Teams Channel integration with Maximizer improves collaboration by connecting sales opportunities and support cases directly to MS Teams channels. This feature allows teams to simplify communication and stay aligned with real-time updates. Link opportunities or cases to existing or newly created MS Teams channels for quick access and efficient collaboration. The integration also keeps the team informed with automatic updates on opportunity stages, enabling faster deal closures and quicker issue resolution.

New Zapier Actions: "Find Campaign" and "Add Subscriber to Campaign" 

• Find Campaign: Effortlessly search for and locate existing Maximizer campaigns within Zapier. This step is essential for accurately integrating campaign data into your automated workflows.
• Add Subscriber to Campaign: Automatically add new subscribers to your Maximizer campaigns through Zapier. This action automates the process of nurturing leads and engaging with prospects, making it easier to keep your campaigns updated with the latest contacts.

• Streamline Campaign Management: Use "Find Campaign" to quickly locate the right campaign to add subscribers to this campaign on the next step with the "Add Subscriber to Campaign" action.
• Automate Lead Nurturing: Automatically add new leads from capture forms to your Maximizer campaigns. For instance, leads from your website or a webform can be instantly added to a relevant campaign, keeping them engaged and improving conversion rates.

Mobile

Business Card Scanning

• Effortless Scanning: Simply tap the "Scan Business Card" option in the mobile app menu. The camera will open, allowing you to take a photo of any business card you acquire. The scanning process is quick and intuitive, making it easy to capture contact information on the go.
• Automated Data Extraction: Once you take a photo, our advanced technology processes the image and extracts key details. The data fields are then matched to the corresponding fields in Maximizer, ensuring accuracy and efficiency in lead creation.
• Preview and Confirm: After the data is extracted, a preview of the new lead is displayed. You can review the matched fields and make any necessary adjustments before finalizing the lead creation. This ensures that all information is correct and up-to-date.

1. Networking Events: At a busy conference, you collect several business cards. With the Business Card Scanning feature, you can quickly snap photos of these cards and add the contacts to Maximizer without manual data entry. This speeds up your follow-up process and ensures no valuable connections are lost.
2. Trade Shows: After a long day of meeting potential clients at a trade show, use the scanning feature to digitize all the business cards you've collected. This allows you to focus on nurturing these leads rather than spending time on administrative tasks.
3. Client Meetings: During a meeting with a new prospect, they hand you their business card. Use the scanning feature to capture their details on the spot, so you can immediately add them to your CRM and follow up with personalized communication.

Simplified flow for logging a Phone Call from the Today screen

Key Features

• Quick Access Phone Call Logging: Easily log your phone calls directly from the Today’s screen. A new "Phone Call" icon is prominently displayed in the menu options, making it convenient to create a phone call log with just a few taps.
• Default Parameters for Efficiency: When you select the "Phone Call" option, the system automatically populates the phone call creation form with the following default settings:
  • Start Time: The current time is set as the default start time, ensuring accurate and timely logging.
  • Call Duration: A default duration of 15 minutes is applied, streamlining the logging process.
  • Default Subject: The subject field is pre-filled with "Phone call," standardizing entries and simplifying the process.
• Automatic Call Type Assignment: Calls are categorized as "Incoming" by default if manually logged, ensuring proper tracking and reporting of call types.
• Mandatory AB Entry or Lead Selection: The "Address Book Entry or Lead" field is now mandatory. Users can search and select an AB Entry or Lead, ensuring that every phone call is tied to a specific contact or lead in the CRM.

Real-Life Examples

1. Sales Calls: A sales representative is on a call with a potential client. After the call, they quickly log the interaction using the new feature. The call duration and start time are automatically recorded, and the call is associated with the relevant opportunity, saving time and reducing manual entry errors.
2. Client Follow-Ups: After a client meeting, a follow-up call is made to address additional questions. Using the streamlined phone call logging, the sales representative logs the call with default settings and associates it with the client’s case. This ensures all interactions are captured and linked to the client’s case for better tracking.
3. Manager Reporting: A sales manager reviews the logged calls from their team. Improved data accuracy provides clear insights into call activities, helping to analyze performance and identify areas for improvement.

Technical Change Log