New Timeline
The Timeline allows users to view the history of interactions and communication with customers. The improved Timeline now enables users to view overdue and future activities, providing a 360-degree view of all interactions - past, present, and future.
Historical data records what has happened with a customer, while future activities serve as leading indicators for sales leaders to assess account health. An account with no scheduled future activities suggests a lack of customer relationship-building, potentially putting it at risk. Sales leaders can review upcoming customer discussions with account managers, offering suggestions and coaching. They can also check for overdue tasks, ensuring no critical responsibilities are overlooked.
The changes in the Timeline tab include:
- Add Upcoming and Overdue sections to display future and overdue appointments and tasks.
- Provide a grid view to display more data at a glance.
- Include an Actions panel to make the Timeline tab consistent with other tabs.
- Allow filtering items by interaction categories.
- Open the associated entries, allowing users to view all relevant data without leaving Timeline.
Timeline view
Users will see the historical data grouped by months. Use the Show All option to view interactions with other contacts in the same company.
Clicking the name of an Address Book entry or associated opportunity or case opens a pop-up to show the details of the entry. This allows users to view all the relevant information without leaving the tab.
The Upcoming and Overdue section displays tasks and appointments in chronological order. Overdue activities appear at the top of the list, followed by future activities. If Show All option is on, users can see all the overdue and future activities with all contacts from the same company. Upcoming and Overdue section will be collapsed by default.
Grid view
Use the switch on the right to change to grid view. This view displays data in columns. Clicking on subjects opens a dialog showing interactions, notes, emails, appointments, and tasks. Clicking on the name of an Address Book entry, opportunity, or case opens a pop-up dialog with details of the associated entry. Users can resize column width and reorder columns by drag and drop. The settings will be remembered automatically.
The grid view also includes Upcoming and Overdue section.
When one or multiple items are selected, the Delete button will appear. Users can delete multiple items at the same time.
Clicking the Filters button will expand the header bar and show the filter fields. Users can filter items by Users, Types and Interaction Categories.
Use the search field to quickly find items.
Timeline in other modules
The updated Timeline tab is available in Address Book, Opportunities, Customer Service, Leads, and Hotlist module.
Timeline tab in Opportunities
Users can view the timeline of an opportunity or include the interactions with the associated Address Book entries in the timeline.
Timeline widget in Lead Details screen
Timeline in the pop-up for displaying entry details
Upgrade experience
Users who are using the Timeline tab will see the new Timeline tab automatically. Users who are currently using the Interactions or Activities tabs are encouraged to try the new Timeline and familiarize themselves with its functions. The Interactions and Activity tabs will be deprecated in the near future. Timeline will be the centralized place to view all customer interactions.
New deletion confirmation
To prevent users from deleting the wrong entries, when an entry is selected for deletion, its name is displayed in the title of the deletion confirmation pop-up.
If multiple entries are selected, the number of the selected entries is displayed in the Delete button.
This change is implemented in Address Book, Opportunities, Customer Service, Leads and Campaigns modules.
Mobile
Create a lead by uploading a picture from gallery
In Today's Business screen, when you create a lead by scanning a business card, you now have the option to upload a picture from the gallery of your mobile device.
Create a lead in Leads screen
When you create a lead in Leads screen, you have the option of taking a picture or uploading a picture from the gallery of your mobile device.
Integrations
All-new Microsoft Outlook Sync in Beta
Available for Cloud customers.
Maximizer's Microsoft Outlook Sync provides a streamlined solution for syncing contacts, tasks, and emails, specifically designed for sales and marketing professionals using Microsoft 365 accounts. Keep your data consistently updated in both Maximizer and Outlook, allowing you to concentrate on delivering exceptional customer service.
Key Features:
- Task Synchronization: Automatically sync tasks between Maximizer and your selected Outlook To Do List, ensuring you stay organized and up-to-date with your responsibilities.
- Contact Synchronization: Effortlessly sync your Outlook contacts categorized under "Maximizer" with your preferred favorite list in Maximizer, making it easier to access important contacts.
- Email Auto-Saving: Eliminate the tedious task of manually logging emails. The Email Auto-save feature automatically saves your Outlook emails to the relevant Address Book entries and Leads in Maximizer, preserving a complete history of customer interactions while saving you valuable time.
- Calendar Synchronization: Seamlessly sync Outlook events to Maximizer and have them linked to Maximizer contacts and leads, ensuring accurate activity tracking for better collaboration and customer insights.
Request Early Access
Join the pilot for our new Outlook Sync integration and gain early access to all the benefits this solution has to offer. Click on “Request Early Access” as soon as you see it in your Maximizer AI CRM app for Outlook, or email us at support@maximizer.com.
NetSuite Integration via Zapier
Connect Maximizer and NetSuite, a leading cloud-based business management software, through Zapier to streamline your workflows and enhance productivity. This integration ensures that your customer data and tasks are always up-to-date across both platforms. Automate repetitive processes like creating or updating contacts and tasks in Maximizer when new records are created or updated in NetSuite. Focus on what matters most—building customer relationships and closing deals—while the integration keeps your CRM data and to-do list up-to-date.
LinkedIn Ads and LinkedIn Conversions Integrations via Zapier
LinkedIn Ads
Connect Maximizer with LinkedIn Ads, a professional advertising platform for reaching targeted audiences, through Zapier to capture leads and event registrants effortlessly. Automatically transfer data from LinkedIn Ads lead gen forms to your CRM, ensuring no opportunities slip through the cracks. Eliminate manual effort and reduce the risk of human error by instantly adding new form submissions or event registrants into Maximizer as leads or contacts, enabling your sales team to act quickly and effectively.
LinkedIn Conversions
Connect Maximizer with LinkedIn Conversions through Zapier to enhance your lead tracking and marketing strategies. LinkedIn Conversions is a tracking tool that helps you measure user actions after interacting with your LinkedIn ads, providing valuable insights into your campaign performance. By automating the process of sending conversion events from Maximizer to LinkedIn Conversions, you can easily track new leads and contact updates, streamline your workflow, and enable better campaign performance analysis and optimization.
App Directory – Invite your team to integrate
Invite your team to explore specific Maximizer integrations
Share a direct link to the specific integration with your colleagues to help them onboard effortlessly and streamline their workflows!
Intelligence
Sales Intelligence: New Custom Date Range
Currently the Date options available in Sales Intelligence and FA Intelligence are based on pre-configured options, like This Month, Next Quarter, etc.
Starting on M11, we will have a custom date range available in all dashboards in Sales Intelligence and FA Intelligence. You will find it at the bottom of the dropdown menu. See image below:
When the user clicks on Custom, beside the Date filter there will be 2 more dropdown selectors to choose the From (start date) and To (end date):
When the user clicks on a filter (From or To), a dropdown with a Calendar will be displayed:
Users can click on the months to be able to navigate the "months" options:
We enforce that both From and To options must have a selected option, we will highlight that both fields are required. If you do not select one of the date fields, the dashboard will return "N/A" or zero values.
Note: This custom date range is limited in the Sales Targets dashboard, the reason for this is that all targets in Maximizer are configured only by months. So, if you would like to filter by weeks, we will always consider the month date range available and we'll ignore the daily/weekly range.
Fiscal Years:
All Maximizer users can define their Fiscal Year in their database. Therefore, some modules will provide you with 2 options when it comes to filtering data by Dates:
- Calendar Year
- Fiscal Year
Sales Intelligence by default will always use the Fiscal Year, meaning that all data points and BI Reports will be calculated using the Fiscal Year defined in the Administrator configuration settings.
To make it clear tomrw our users that this rule is being followed, we are specifying that in the Date options available in the Date filters: