CRM conçu sur mesure pour les conseillers financiers et les conseillers en assurance4/5 (266 avis)
Maximizer CRM Wealth Manager est un logiciel de gestion de la relation client spécialement conçu pour les conseillers en matière de finance, d'assurances et de avantages collectifs et les gestionnaires de patrimoine. Développé en partenariat avec des conseillers du Canada et des États-Unis, Maximizer CRM Wealth Manager associe la connaissance du secteur à une expérience de plus de 28 ans dans les logiciels CRM. Il permet à ses utilisateurs d'optimiser l'une de leurs ressources les plus précieuses – le temps – en s'organisant, en restant conforme, en fournissant un service client supérieur et en préparant la relève.
Maximizer CRM Wealth Manager a été conçu dans un souci de flexibilité et intègre des processus et flux de travail standard du secteur, des plans d'action, des tableaux de bord personnalisables et un module de gestion des comptes d'investissement et des polices d'assurance.
Avec des options de déploiement sur site et basé sur le cloud, un centre de données canadien, une intégration à Outlook, Word et Excel et des centaines d'applications via leur connecteur Zapier, Maximizer CRM Wealth Manager est suffisamment flexible pour répondre aux besoins des entreprises de toutes tailles.
It really is a solid CRM, and did well keeping the entire company apprised of the situation. It handles B2B and B2C with ease, and made it very easy to keep tabs on our clients. If it integrated with other critical apps, automated marketing tasks, and had a stronger customer service tool, we'd still be using it today.
I really liked the User definable setup, and the hierarchy between contacts and companies. I also liked how every user defined value got it's own view in SQL, so it was very easy to extract data into other systems using the database. It's very familiar to office users, and performed really well, even with 90,000 contacts/companies in it. It's a solid CRM, as long as that's all you need.
It didn't integrate well with other applications. We use Google Apps, and Quickbooks, which are pretty common. But it wouldn't integrate with either, and was going to cost in order to write each integration. The customer service case manager was minimalist, so it was simple to use, but didn't allow for a conversation to happen (eg I couldn't tell how much back and forth happened during a customer service case, or if the customer had updated information on the case). The email generation tool was primitive, and only allowed for basic, ugly html. Any advanced formatting, or click tracking common to things like MailChimp weren't available. There wasn't any marketing automation to speak of, and there wasn't any automated lead scoring. Everything had to be done by hand, and unfortunately humans aren't reliable.
I believe the business is better protected. We are more effecient. We have a small team and any one of us can take a phone call from a client and within seconds understand any history to do with a client issue. It might be something very simple or complex but because I can call up notes from others on the team and access all emails between us and the client and our back office it saves a tremendous amount of time. I think it also gives the client confidence that we know what we are doing because they don't have to explain an issue all over again
It is incredibly flexible. Basic programming that comes out of the box is more than what you need because it anticipates that not all advisors operate the same way. We have used it to save ourselves hours of work and redesigned how it works with us rather than us redesigning how we work. Saving of all emails under client file along with relevant notes. Easy tracking of client service work as well as understanding staff workload issues.
Like any CRM it takes time to learn and create new work habits yes you should throw away the paper notes. Regulators expectations are moving the bar upwards. Love to see a system map starting with a contact. How do each of the tabs relate to different functions. Because of its rich customizable capabilities it can be overwhelming even for your help desk.
I use Maximizer as a contact manager with category tracking of contacts. I don’t use sales leads or opportunities as I find their use to be a little cumbersome for what we do and do see the value. I use it because it’s what I’ve used for years. It has features that are valuable to me, but it would be nice to know I could integrate a second or third user to share info. However, for an add on user to share my data, I would likely go to other products due to the challenges with implementation for less tech savvy users.
The things I like most about Maximizer is the customizability and user defined fields. The ability to set up my crm to look and function exactly the way I want is superior to many other products. Also, then unlimited contacts for the subscription surpasses the value vs the more main stream cloud based crm that charge per contact.
Integrated apps don’t function seamlessly or are limited. Additionally, the custom features can be tricky to set up if you are not super familiar with the platform. I’ve been using this for 23 years and have grown with the features, but I still have issues finding ways to accomplish setup tasks. Last, at least some monthly customer service should be included with the subscription. Most other paid services provide this.
If you are not a savvy database programer or don't have a staff member that is, then you will likely find this CRM to be very difficult to use and customize to your practice. The cost keeps increasing and once you have been using the system, the company knows they have you on the hook and will keep the price increases rolling your way. Using this is like being caught between a rock and a hard place.
Online access from anywhere.
Dashboard provides a good overview of your business.
Wealth edition has some customization to the financial industry.
The way it is sold and supported is not CUSTOMER friendly. The resellers charge for everything and don't want to teach you how to be independent of them. They would rather do it for you without educating you. Pretty expensive.
The webinar support is inadequate, they won't answer some questions and tell you that they have people you can pay to get that done. We should be able to learn it ourselves.
You will have to buy a second access for your Administrative Support person, which is not the case with all competitor products and seems like a cash grab.
Subscription is paid annually not monthly, so if you don't like it you are out a big chunk of money.
Will not separate out billing for multiple advisors in a firm.
Maximizer helps me simplify organizing my calendar and appointments, makes following up on tasks almost automatic, keeps all my contact info, notes, address updates and all I need to know in one easy to get to place - regardless of where I am. I find working remotely much easier using Maximizer. My staff loves it because they have instant access to all my client notes to help them in their jobs.
Maximizer has everything I require to easily organize my client relationships without being cluttered up with features I don't need. It is simple, intuitive and easy to use from the beginning and the training modules are great.
The contact list search engine is awkward - it only flashes the list starting with the first 3 letters, then it disappears and you have to type in the whole name . . .
The embedded template feature is gone and is now attached to MSWord - which is an awkward connection.
Because I have secure/encrypted email with my company, with severe firewalls - Maximizer cannot link to my corporate outlook email - this is not a significant problem and I would rather have the added protection than the convenience. I can still easily save all email communication through Outlook to Maximizer.
Voici quelques-unes des questions fréquentes sur Maximizer CRM.
Types de licences disponibles pour Maximizer CRM :
À partir de: 65,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de Maximizer CRM.
Utilisateurs habituels du logiciel Maximizer CRM :
Grandes entreprises, Entreprises de taille moyenne, Non Profit, PME
Langues dans lesquelles Maximizer CRM est disponible :
Types de licences disponibles pour Maximizer CRM:
Nous n'avons pas d'informations sur les appareils pris en charge par Maximizer CRM.
Applications s'intégrant à Maximizer CRM :
BlackCurve, Customer Thermometer, PUBLITRAC
Ressources d'aide disponibles pour Maximizer CRM :
FAQ, Support en ligne, Support téléphonique, Tutoriels vidéo