tag:blogger.com,1999:blog-90078238770883855342011-10-06T14:16:09.671-04:00Helping to understand CRM and 'maximize' the usefulness of Maximizer CRM for maximum productivity from a user with 20 years experience. / Pour aider à comprendre le CRM et 'maximiser' l'utilité de Maximizer CRM pour en retirer le maximum de productivité d'un utilisateur avec 20 ans d'expérience.Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.comBlogger311100tag:blogger.com,1999:blog-9007823877088385534.post-68648512858049030772011-09-27T14:00:00.005-04:002011-09-27T14:15:37.116-04:00

This blog post is an important one as I will do a 4 part series on marketing campaigns by emails as future posts and this one here is an important preparation step, let’s see what we need to do to create targeted lists.(This month’s tip will help you become a Maximizer Power User, it’s a short two pages read to make you more efficient while having more fun and getting the most of your Maximizer

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-62441709304016893362011-09-27T13:33:00.002-04:002011-09-27T13:59:44.759-04:00

Cet article est important parce que je vais faire une série en 4 parties sur les campagnes de marketing par courriels dans les prochains articles et celui-ci est une étape préparatoire importante, voyons ce que nous devons faire pour créer des listes ciblées.(L’astuce de ce mois vous aidera à devenir un meilleur utilisateur de Maximizer, c'est une lecture de deux pages pour vous rendre plus

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-49043561735060862832011-07-25T17:29:00.005-04:002011-07-25T17:39:34.384-04:00

This post is from Paul Pitman, solutions architect at Collier Pickard, located in United Kingdom. They are a partner of Maximizer Software, which is based in Vancouver Canada. He has us reflect on social media and their interactions with CRM. I wanted to share his thought on this subject with you.What follows is his blog post dated June 13, 2011 that he graciously accepted that I re-post here in

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-71550247948360273402011-07-25T17:10:00.005-04:002011-07-25T17:37:58.824-04:00

C’est Paul Pitman, architecte de solutions chez Collier Pickard, compagnie située au Royaume-Uni et partenaire de Maximizer Software, compagnie de Vancouver Canada, qui nous fait réfléchir sur les médias sociaux et leurs interactions avec un CRM. J’ai voulu partager avec vous sa réflexion sur ce sujet.Ce qui suit est son article de leur blogue daté du 13 juin 2011 qu’il a gracieusement accepté

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-64988081651186203332011-06-29T14:53:00.009-04:002011-06-29T15:16:09.950-04:00

I am revisiting Workflow Automation in this post. For a detailed explanation of Workflow Automation as it relates to its use with a CRM you can go to the article of August 2010, which would be considered part one.This is more for it’s use with Maximizer CRM.Workflow Automation for Maximizer CRM is a separate and optional application created by KnowledgeSync and combines Business Intelligence and

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-28821277728218956002011-06-29T14:36:00.005-04:002011-06-29T14:52:51.525-04:00

Je revisite le Workflow Automation dans cet article. Pour une explication détaillée de Workflow Automation en ce qui concerne son utilisation avec un CRM, vous pouvez aller à l'article du mois d'août 2010, qui serait considéré comme partie 1.C'est plus ici pour son utilisation avec Maximizer CRM.Le Workflow Automation pour Maximizer CRM est une application séparée et en option créée par

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-50329491875914281032011-05-30T10:19:00.005-04:002011-05-30T10:38:24.345-04:00

Here you are, having a lot of new contacts or companies to enter in your database after a trade show and you feel the need for speed…As a CRM Power User, I have a few tips for those who like shortcuts to go faster and be more efficient, it is fun too. Become a Maximizer Power User with this post.Using the ‘Default Entry’ makes you a Power UserUsing the Default Entry you can shortcut data entry,

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-67964771233289463262011-05-30T10:00:00.007-04:002011-05-30T10:18:16.603-04:00

Vous voici, après une foire commerciale, à avoir beaucoup de nouveaux contacts ou compagnies à entrer dans votre base de données et vous vous sentez le besoin de vitesse...Étant une utilisatrice aguerrie ou ce qu’on appelle un ‘Power User’, j'ai quelques astuces dans cet article pour ceux qui aiment les raccourcis pour aller plus vite et être plus efficace, c’est amusant aussi. Vous deviendrez un

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-70579745257039787532011-04-15T10:55:00.008-04:002011-04-15T11:57:32.477-04:00

Further to the article 'Why Outlook is not a CRM', I wanted to do another one on why Excel cannot be a CRM, but since I found an article on the Maximizer CRM Central blog, the company who makes Maximizer CRM, written by Byron Heath and his case story demonstrates this so well, I have included his post below, after my major reason why Excel can not be a CRM... Excel helps us make lists, reports,

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-21431629277189260262011-04-13T11:55:00.015-04:002011-04-14T15:29:26.721-04:00

Pour faire suite à l’article 'Pourquoi Outlook n’est pas un CRM', je voulais en faire un autre sur pourquoi Excel ne peut pas non plus être un CRM, mais comme j’ai trouvé un article sur le blog de la compagnie qui fait Maximizer CRM écrit par Byron Heath et comme son histoire de cas le démontre si bien, je l’ai inclus ci-dessous, avec ma raison majeure pourquoi Excel ne peut pas être un CRM…

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-78119751710272432852011-03-07T15:41:00.002-05:002011-03-07T15:54:50.638-05:00

If you think Outlook is the equivalent of a CRM, think again… allow me!Why Outlook is not a CRM by itself?No doubt Outlook is an excellent electronic mail manager with an address book, calendar and tasks list and a CRM has an address book, calendar and to-do list. The resemblance stops there, so what’s the dif?A good Customer Relationship Management system, like Maximizer CRM, will integrate

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-16057838938095991132011-03-04T10:53:00.004-05:002011-03-07T15:58:00.354-05:00

Si vous pensez qu’Outlook est l'équivalent d'un CRM, pensez-y bien... Permettez-moi!Pourquoi Outlook n'est pas un CRM par lui-même?Sans aucun doute Outlook est un excellent gestionnaire de courrier électronique avec un carnet d'adresses, agenda et liste de tâches et un CRM a un carnet d'adresses, agenda et liste de tâches. La ressemblance s'arrête là, alors c'est quoi la différence?Un bon système

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-26688463049453007572011-02-14T11:25:00.005-05:002011-02-16T08:06:25.274-05:00

I found this review on the internet - so beside my introduction, the text is literal. I thought of sharing it with you in this post because it explains very well what Maximizer CRM does and it’s from an independent review by Susan Ward at About.com. She gave Maximizer CRM a 5 Star Rating! I would add a few things here though because there are 4 editions of the application and the review is for

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-13096056935546908102011-02-14T10:13:00.008-05:002011-02-14T11:19:51.656-05:00

J'ai trouvé cette revue sur l'Internet – donc à part mon introduction, le texte est intégral. J'ai pensé partager avec vous dans ce ‘post’, car elle explique très bien ce que Maximizer CRM fait et ça vient d'un compte rendu d’essai indépendant par Susan Ward d’About.com. Elle a donné à Maximizer CRM une cote de 5 Étoiles!J’aimerais ajouter quelques petites choses ici parce qu'il y a 4 éditions de

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-80100246065454417692011-01-05T11:39:00.013-05:002011-01-05T15:22:22.509-05:00

We will see in this post how to improve your productivity by making the best use of the phone tool, Calendar and Hotlist simultaneously in Maximizer CRM.This is an updated text from the MaxInfo newsletter of May 2009, showing the first screen with the new ribbon interface in Maximizer CRM 11, this is a remarkable enhancement, as you know I have been a Maximizer user since a long date and it did

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com2tag:blogger.com,1999:blog-9007823877088385534.post-53362862206880407442011-01-05T10:16:00.011-05:002011-01-05T11:35:59.274-05:00

Nous verrons dans cet article comment faire pour améliorer votre productivité en faisant un meilleur usage de l'outil téléphone, du calendrier et du Hotlist simultanément dans Maximizer CRM.Il s'agit ici d'un texte du bulletin MaxInfo (Mai 2009) que j’ai mis à jour montrant la première image d'écran avec la nouvelle interface en ruban dans Maximizer CRM 11, une amélioration remarquable de

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com2tag:blogger.com,1999:blog-9007823877088385534.post-34283632810427253082010-12-06T10:32:00.005-05:002010-12-08T15:26:43.797-05:00

This is an article that I thought you would enjoy reading in addition to what I have written on this subject in a previous post titled ‘How to maximize your To-Do list’. It is written by Tony Mase, reprinted here with permission. I read his newsletters regularly. Here’s Tony:=========================================The TOP 7 To-Do List Mistakes People Make- by Tony Mase© Tony Mase - All Rights

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-51935374489173212802010-12-06T10:21:00.005-05:002010-12-08T15:29:20.036-05:00

Ceci est un article que j'ai pensé pourrait vous informer davantage, en plus de ce que j'ai écrit sur ce sujet dans un post précédent intitulé «Comment ‘maximizer’ votre liste de tâches à faire». Il est écrit par Tony Mase, reproduit ici avec permission. Je lis régulièrement ses bulletins. Voici Tony:=========================================Le TOP 7 des erreurs que les gens font avec les listes

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-43729018673793750362010-11-05T13:55:00.011-04:002010-11-05T14:19:56.893-04:00

Les plans d’actionsNous avons tous des buts : pour nous-mêmes, notre famille, notre santé, notre carrière, nos affaires. Atteindre un but peut être une tâche complexe qui demande réflexion, planification, ressources, discussions, prises de décision et une date butoir. Mais par où devons-nous commencer?Tel que Stephen R. Covey a écrit avec justesse dans son livre sur “Les 7 habitudes des gens

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-39585580785558091792010-10-27T15:59:00.008-04:002010-10-27T16:10:41.119-04:00

Action PlansWe all have goals: for ourselves, our families, our health, our careers, our businesses. Achieving any goal is a complex task which usually requires planning, resources, discussion, decision-making, and deadlines. Where should we start?As Stephen R. Covey aptly wrote in The 7 Habits of Highly Effective People: “start with the end in mind”. Following this advice, we should write down

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-57299616238854849602010-09-29T12:01:00.005-04:002010-09-29T12:07:15.426-04:00

The To-Do list is a tool that keeps you on track to achieving your goals. With so many demands on our limited time, it is of utmost importance to have a good To-Do list. As you know, many books have been written on the subject of time management. This article focuses on using a To-Do list to improve your efficiency.Time ManagementA To-Do list provides many benefits. The most important is that

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-75278367065753828482010-09-29T11:44:00.006-04:002010-09-29T11:57:34.297-04:00

La liste de tâches à faire est un outil qui vous aide à accomplir vos objectifs. Avec tellement de demandes faites sur notre temps qui est limité, il est de toute première importance d’avoir une bonne liste de tâches à faire. Comme vous le savez, beaucoup de livres ont été écrits sur le sujet de la gestion du temps, l’article présent se concentre sur comment améliorer l’efficacité d’une liste de

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-21790496186605881582010-08-17T14:34:00.005-04:002010-08-17T14:57:45.399-04:00

L’automatisation des processus d’affaires, Workflow Automation(1) par KnowledgeSync, décuple Maximizer CRM dans sa capacité à donner la bonne information à la bonne personne au bon moment. C’est un logiciel qui travaille en arrière-plan et surveille tout ce qui se passe dans votre base de données et envoie des alertes lorsque les paramètres prédéfinis sont atteints ou dépassés, les informations

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-22821278289654866042010-08-17T10:53:00.012-04:002010-08-17T14:56:07.700-04:00

Workflow Automation(1) by KnowledgeSync tenfold Maximizer CRM in its capacity to give the right information to the right person at the right time. It is a business alert monitoring software, working in the background and watching all that is going on in the database and will send alerts when predefined parameters are met or surpassed, enabling information to be analyzed, identified, and

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-39002786797830169472010-07-13T15:04:00.012-04:002010-07-21T15:43:06.137-04:00

With version 11 of Maximizer CRM that came out in March 2010, this is a new function and is the equivalent of using form or standard letters that you can reuse. It could be used when you send a first email to a prospect as an introduction, a follow-up email, an email asking for a reference, a questionnaire to help resolve an issue, the launch of a product… there are many reasons that having email

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-5911418997671072752010-06-24T15:01:00.004-04:002010-07-09T14:20:13.333-04:00

As you know, CRM is a strategy that focuses on the customer in a company and is supported with a CRM application to help create a positive customer experience from the first time to attract his/her attention, win his/her clientele and keep him/her happy and coming back. A business is concerned about productivity, collaboration and communication, they are important and are the utmost determinant

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-49456696360608119782010-05-24T20:52:00.010-04:002010-06-01T22:25:47.674-04:00

In last week's post I gave my version of a CRM definition. I want to add something I missed, something really big. Beside having the marketing, the salesforce and the customer service and support department and the connection to the back office accounting...drum roll please...The conversations are now happening with social medias, those Facebook, Twitter, LinkedIn and company. Even though I use

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-24913135744911088822010-05-18T15:02:00.004-04:002010-06-01T22:33:30.241-04:00

Before going any further, I would like to give my definition or understanding of what CRM (Customer Relationship Management stands for. This will be my baseline in going into more thoughts and tips about that strategy/application. An actual point of reference before going ahead: CRM is a strategy that is as old as commerce exists: taking care of customers with a personal touchCRM is the industry

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-66865259401752610402010-05-10T19:45:00.003-04:002010-06-01T22:31:13.492-04:00

A CRM strategy is best supported with an integrated CRM system. Volumes have been written on this subject of making a case for CRM. Here I am going to list the reasons why invest in a CRM application (you can replace ‘application’ with ‘system’ interchangeably here) and this is not only valid for CRM Canada or even CRM Quebec or CRM Global – this is anywhere, anytime a business main existence

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-72028901970678109882010-05-04T09:16:00.002-04:002010-06-01T22:30:37.415-04:00

In 1991, I was a sales representative for a distributor. I had about 50 customers or accounts to take care of and they were bringing in about 400,000 $ in annual sales. We had at the time a contact manager that no longer exist that was very difficult to use, so not user friendly since there were many key combinations to remember, that’s not very useful as it goes. Then the owner bought Maximizer

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0tag:blogger.com,1999:blog-9007823877088385534.post-7835004220349510332010-05-02T22:38:00.002-04:002010-06-01T22:16:56.674-04:00

As a CRM user myself since the time they used to call it a contact manager, I have made it fun from the get-go. If a CRM "Customer Relationship Management" is complicated and contrived and convoluted, I would not want to use it. So, using a CRM application should make life/work easier... if not, it is not fulfilling its promise.These thoughts and tips of mine will be especially for those using

Céline Côtéhttp://www.blogger.com/profile/09215274224793182640noreply@blogger.com0