About Contact List Entries
Maximizer CRM for Financial Services enhances the value of your book of business by centralizing all client history and documentation in one convenient location. Empowering you to gain a deep understanding of each client's interests and investment preferences, enabling you to offer personalized services tailored to their unique needs and manage relationships effectively.
In Maximizer, all client information is organized within the Contact List. The Contact List serves as a central hub for managing your clients, acting as a launchpad for servicing both new and existing client relationships.
The Contact List page empowers you to manage daily interactions with clients. It captures basic information including addresses, phone numbers, and email addresses. The system allows you to document essential details such as relationships, anniversaries, and birthdates. As you engage with Contact List entries, you can also keep detailed notes on your activities, maintaining a comprehensive history of all client interactions while staying compliant.
Types of Contact List Entries
In Maximizer, there are three distinct types of Contact List entries: Companies, Households, and Contacts.
| Companies: | These entries represent corporate entities, including businesses, associations, and organizations. | |
| Households: | These entries denote a group of related individuals, often a family, residing at the same address. | |
| Contacts: | These entries pertain to individuals associated with Companies or Households, representing either members within an organization or a family. |
While Companies and Households can be standalone entries within the Contact List, Contacts are always linked to a specific Company or Household entry.
Working with your records - The Actions Menu
Maximizer enables you to record every interaction with your clients comprehensively. By working directly within the CRM, your team can gain deeper insights into your book of business. Capturing all key touchpoints in a centralized and organized manner empowers you to deliver a personalized service that fosters long-term relationships.
The Actions menu is located at the bottom right corner of the screen in Maximizer. It provides quick access to a range of common actions, enabling you to effectively manage and document various client interactions.
Some of the key tasks you can perform using the Actions menu are:
- Share Records: Easily share a record with a colleague to facilitate collaboration.
- Write Email: Write an email and automatically save it to the record for seamless communication tracking.
- Schedule Meetings: Set up upcoming meetings, such as review sessions, with ease.
- Task Management: Create and assign tasks to colleagues to enhance team collaboration and ensure accountability.
- Note Taking: Add important notes directly to the record for quick reference.
- File Management: Save files to the record, ensuring all relevant documents are conveniently stored.
- Create Accounts or Service Plans: Quickly set up new accounts or service plans to meet client needs.
The Actions menu streamlines these processes, making these essential tasks just a click away and enhancing overall efficiency in managing client relationships.
A view into the past, present and future - Timeline
The Timeline is a tab that empowers users with a comprehensive view of client interaction and communication history, consolidating overdue, past, and upcoming activities in one convenient location.
The historical data offers insights into previous customer engagements, while future activities act as leading indicators to evaluate your client engagement strategies. An account without scheduled future activities may indicate inadequate relationship-building efforts, which could increase the risk of customer churn.
For financial services providers, this tool allows for effective collaboration with support staff by reviewing upcoming discussions and tasks. Additionally, it fosters accountability by highlighting overdue tasks, ensuring that no critical responsibilities are neglected.
How do I find what I'm looking for? - Quick Search
Find what you are looking for easily by using the Quick Search directly from the header bar of the Maximizer screen, This powerful, user-friendly tool enables finding specific entries, including Contact List entries, Accounts, and Client Service Plans. It allows for efficient searching across essential fields like names, emails, phone numbers and addresses. This feature is designed to streamline access to crucial information, thereby enhancing effective data management and improving overall workflow efficiency.