Campaigns with SendGrid
Summary:
SendGrid is a leading email delivery and marketing platform that handles large volumes of emails while maintaining high deliverability rates. Its intuitive message editor simplifies the creation of compelling emails. The platform ensures compliance with anti-spam legislation, helping businesses communicate effectively within regulations. When integrated with Maximizer's CRM capabilities, this comprehensive toolset enables businesses to run marketing campaigns, nurture leads and enhance sales communications.
This feature is available for those Cloud Customers running Maximizer Base, Sales Leader Edition and Financial Services Edition.
How to Use:
The integration allows users to add Maximizer contacts, individuals, leads to SendGrid campaigns and track email engagement in Timeline.
Read more about our latest integration with SendGrid:
Customizable CRM Workflow
Summary:
Users often face challenges in identifying relevant field to fill in for different business processes due to the abundance of fields available. Custom CRM workflows address this issue by implementing rules that display the appropriate fields and list of fields based on selected values in specific fields. This approach streamlines data entry, allowing users to concentrate on essential information and ensuring speed and accuracy. The feature is available in the Address Book and Opportunities Details tab.
The main features include:
- Automatically display Key Field list based on specific field values.
- Show or hide fields in one Key Field list based on a specific field value.
- Open a custom look-up dialog, select an entry, and add it to a field in Details tab.
Display Key Field list based on field values
Maximizer users need to work with various lists depending on their business scenario. To make selection easier, customers can now create rules that automatically display specific Key Field lists based on field values. The appropriate list appears as soon as its conditions are met.
In the example below, Key Field lists change based on the selected entry type.
When no type is selected, no additional fields appear.
Selecting "Company" in the Type field automatically displays the Company Key list.
Selecting "Professional" in the Type field automatically switches to the Professional Key Field list.
- Both basic fields and user-defined fields can be used to set up rules.
- Customers can create rules using multiple fields. For example, they can set this rule: "If Type = Professional AND Categories = Accountant, display Accountants Key Field list."
- Customers can control whether the Key Field list drop-down is enabled. If they do not want their users to change Key Field lists manually, they can disable the drop-down. Key Field lists will be displayed automatically based on rules.
Show or hide fields in a Key Field list based on conditions
Customers want their users to focus on entering accurate data by hiding irrelevant fields. They can set up rules to show or hide fields in a Key Field list based on conditions. For example, when "Accountant" is selected in the Professional Categories field, extra fields appear in the Professional Key Field list. These fields remain hidden if the field is blank, or a different value is selected.
When Professional Categories field is blank, no extra fields appear.
When Professional Categories field is set to Accountant, Firm and Certificate fields are displayed.
Note: Ensure to create the Key Field list with all of the fields you wish to include prior to submitting your requirements.
Opening a Custom Lookup Dialog from a Field
Customers often need to look up specific entries. For example, they may want to find all accountants in their Address Book and add a selected name to a field in the Details tab. Using mini workflows, they can create a custom lookup dialog to search for entries and insert the selected name into a field.
Before using the custom lookup dialog, complete these preparation steps:
- Create an alphanumeric user-defined field and add it to the Key Field list.
- Ensure data is retrievable through the API.
- Map the lookup dialog columns to the data source fields.
- Set a title for the lookup dialog.
- Select which column's value will be added to the field.
{
"rules":[
{
"actions":[
{
"cmd":"setCustomConfiguration",
"field":"Udf/$TYPEID(21)", -> The field where the look-up dialog will be opened.
"configuration":{
"title":"Search Accountants", -> Title of the look-up dialog
"url":"https://qa1.maximizercrmlive.com/web107306CustomDialog/mvc/CustomService/CustomService/index?url=https%3A%2F%2Fmaps.googleapis.com%2Fmaps%2Fapi%2Fplace%2Ftextsearch%2Fjson%3Fquery%3Daccountants%20in%20BC%26key%3D%7bAPIKey%7d", -> API URL for retrieving data
"mapping":{ -> This section map the data source to the columns in the look-up dialog
"name":{ -> Name of the column
"field":"name", -> Name of the field in the data source
"title":"Name" -> Column header
},
"address":{
"field":"formatted_address",
"title":"Address"
},
"status":{
"field":"business_status",
"title":"Business Status"
},
"rating":{
"field":"rating",
"title":"Rating"
},
"ratingTotal":{
"field":"user_ratings_total",
"title":"User ratings total"
}
},
"dataField":"results",
"returnField":"name" -> Specify which column's value will be added into the field
}
}
],
"test":{
"Type":{
"$EQ":"Company"
}
}
}
]
}
Custom look-up dialog. Data will be retrieved through API URL. Each column needs to be mapped to a field in the data source. When an entry is selected, the value in Name column will be inserted into the field.
Customers can look up Maximizer data. For example, create a look-up dialog which retrieves Address Book entries whose categories are Accountants. Customers can also create integrations to retrieve data from external data sources.
Custom workflow for viewing entries
The Custom Workflow feature also works with viewing Address Book entries and opportunities. When you open an entry, the system loads the relevant Key Field list based on your rules. For example, you can create rules to display different Key Field lists for different sales stages. If you move from the Presentation stage to the Proposal stage, the system automatically updates to show the Proposal stage's Key Field list.
Deployment of Custom CRM Workflows
The deployment of Custom CRM Workflows can be performed by Maximizer Business Partners and or Maximizer Professional Services team. Customers who wish to implement the Custom CRM Workflows must provide their business requirements and have the Key Fields already created prior to deployment. Please contact your preferred Maximizer Business Partner or Maximizer Account Manager for more details.
Timeline 360
Summary:
Timeline allows users to view the history of interactions and communication with customers. In this release 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 shows 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.
Learn about Timeline in other modules here.
Reliable data sync between Outlook and Maximizer
Maximizer Cloud customers now can leverage sync capabilities as part of our modern Outlook integration.
With Outlook Sync, you can:
✅ Sync emails – Automatically save sent and received emails to selected contacts or leads in Maximizer. You can also save individual emails as you send them in Outlook.
✅ Sync calendar – Sync Outlook appointments to Maximizer. They will be automatically linked to contacts and leads for accurate interaction and activity tracking.
✅ Sync contacts – Keep Outlook and Maximizer contacts updated automatically.
✅ Sync tasks – Seamlessly manage tasks between Maximizer and your Outlook To-Do List.
Getting started is easy:
1️⃣ Open the Maximizer AI CRM app in Outlook. If you haven’t installed it yet, get it from the Microsoft Store.
2️⃣ Navigate to an existing Maximizer record.
3️⃣ Toggle Email Auto-save to prompt the sync installation and choose the data types you’d like to sync.
⚠️ Important: If you're using the old Outlook desktop integration, enabling the new sync will permanently disable the old syncs.
📖 Learn more: Maximizer – Microsoft Outlook Integration
Need help? Contact us at support@maximizer.com.