Do you know if you’re NOT all that good when it comes to selling?

By Suzanne Burgess   Being aware of what you’re not good at in the sales process is an excellent starting point for future self-development. For example, a few years ago I was battling with conducting a thorough needs analysis when in front of a prospective client. I always felt a little on the back foot in these situations. It was only when I recognised this shortcoming and set about researching some techniques, working on my approach and mentally preparing a comprehensive list of questions ... Read more

FAQ: In Maximizer Web Access, when trying to add an individual I get an error

FAQ: In Maximizer Web Access, when trying to add an individual I get an error By Julie Rodney Q: In Maximizer Web Access, when trying to add an individual, why do I get the following error? A: This is how to resolve this issue: 1. Clear browser history (including cookies) 2. Check that the user has Modify user rights, if not assign the user these rights 3. Log out and log back in Read more

When trying to send an SMS from the bulk SMS screen I get a ‘Server’ error

When trying to send an SMS from the bulk SMS screen I get a ‘Server’ error By Julie Rodney Q: Why do I get the following error when sending an SMS from the bulk SMS screen: A: To fix this problem there are a few things to check: 1. Check that the database name and the name of the ODBC are the same in the Web configuration file. 2. Make sure you have the latest AllDBObjects Stored Procedure that includes the SMS Username column. 3. If you ... Read more

Top of the list for any company – new or established.

Top of the list for any company – new or established. By Mark Annett Your CRM system is probably the most important system in your company. Many companies, at their peril, delay the use and implementation of a system to manage their CRM needs, especially while business is good. Most business owners will typically have a few personal experiences of how that is not always the case. It is not a nice position to be in at all, although it is manageable and ... Read more

FAQ: When I try add an email to a contact in Maximizer using Maximizer outlook integration I get the following error; “The website is not specified”. Why do I get this?

FAQ: When I try add an email to a contact in Maximizer using Maximizer outlook integration I get the following error; “The website is not specified”. Why do I get this? By Julie Rodney A: You will get this error when the Web Access URL is not specified in the preferences in Maximizer web Access Outlook integration Add-in. Please do the following to correct this issue: 1. Open up MS Outlook 2. Click on the Maximizer tab at the top of your outlook toolbar 3. Select Preferences 4. ... Read more

FAQ: How do I get Maximizer CRM 12 & Groupwise 2014 to work on MS Windows 7 64bit

FAQ: How do I get Maximizer CRM 12 & Groupwise 2014 to work on MS Windows 7 64bit By Julie Rodney Q: Once Maximizer and Groupwise has been installed, I get the following error when logging into Maximizer with my username: ODBC driver error. Login failed for Username Master. A: Please follow this procedure:  Open Control Panel Select Default Programs Set your Default Programs Select Novell GroupWise Select Set This Program as Default (Not all Defaults are selected by Default)   Log in to GroupWise ... Read more

Tips to avoid becoming a spammer

Tips to avoid becoming a spammer By Kélyn Donough Have you always wondered why your emails end up in the spam box to those you send email to? We might know the person we are emailing but for some odd reason they do not receive your email as it went straight into their spam folder. Here is a list of things to avoid to prevent your emails from being labelled as spam: Do not: • Use words such as “free”, “money back offer guaranteed” or ” ... Read more

FAQ: What do I do when I get the message: “Cannot restore database as filestream is disabled”?

FAQ: What do I do when I get the message: “Cannot restore database as filestream is disabled”? By Julie Rodney Q: Why do I receive the following message when trying to restore a SQL database Backup in SQL Management Studio: “Cannot restore database as filestream is disabled” A: In order to restore the database please do the following: 1. Open SQL Configuration Manager 2. Select the SQL Server service 3. Right click on SQL Server service and click Properties 4. On the Filestream tab, click the tick box, ... Read more

FAQ: Syncing Maximizer with Outlook

FAQ: Syncing Maximizer with Outlook By Julie Rodney   Q: When I go into Maximizer – tools – Synchronize with Outlook, why is it greyed out? A: To enable the feature synchronize with outlook in Tools – Maximizer, please do the following: Go to Setup Preferences Outlook synchronization tab Make sure your profile is selected – default is outlook Click synchronize appointment tick boxes Go back to Tools – Synchronize with outlook and synchronize your appointments     Read more

When to use a dashboard and when to use a report

When to use a dashboard and when to use a report By Malik Naipal A Dashboard is essentially a type of report that returns results based on live data. If what is required is a simple result set that shows how many cases are currently open in the database then a Dashboard would be good enough. This would also be true on a slightly more complex level, depending on how many cases are open for a current user within a specific period, as ... Read more
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