Maximizer Software Case Study

GrowthWorks | Growing with Maximizer Enterprise

"Maximizer Enterprise now provides a holistic view of our investment advisors. With the integration into our transaction database, it streamlines processes and saves everyone time by reducing redundant data entry efforts. It also helps us utilize customer and sales information to conduct targeted marketing campaigns to more efficiently service the advisors who sell the funds we manage." Murray Munro, Senior Vice-President, National Sales, Marketing & Government Relations, GrowthWorks

Tags: CRM, Business Process Automation, GrowthWorks, Marketing Campaign

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