How Maximizer CRM Doubled Sales Pipeline in 1 Year By Targeting Financial Advisors

Highlights

Brand Awareness

Within one year of launching Grow With Confidence, the impact of Maximizer’s brand awareness was being felt throughout the CRM space for SMBs, especially with Financial Advisors and Wealth Managers.

Maximizer CRM online reviews
Online Reviews

By the end of the 2018 fiscal year, Maximizer’s online reviews grew over 400% year-over-year. This made a big impact on brand awareness and pipeline growth as more and more SMBs showed significant interest in Maximizer CRM.

Maximizer CRM online review growth YoY

Sales Pipeline 

Soon after launching Grow With Confidence, Maximizer began growing 20% month-over-month on average, with over $1.6M added to the sales pipeline by the end of the fiscal year. A major contributor was Maximizer’s financial services product, Maximizer for Financial Services.

Maximizer CRM 12mo MQL growth

Maximizer CRM, a leading provider of customer relationship management (CRM) software based in Vancouver, Canada, revitalized its brand and achieved impressive growth by focusing on the needs of small and medium-sized businesses (SMBs). This case study explores how Maximizer’s Grow With Confidence brand campaign helped them double their sales pipeline within a year.

From Industry Leader to Niche Dominator

For decades, Maximizer was a major player in the contact management and CRM space. However, the market shifted with the rise of new competitors like Salesforce. Maximizer recognized the need to redefine its position and target a specific audience.

The Challenge: Reclaiming Market Share

Maximizer’s primary challenge was regaining a foothold in a crowded CRM market. They needed a clear message that resonated with a specific customer segment.

The Solution: Grow With Confidence

Maximizer’s Grow With Confidence brand campaign was created to empower SMBs, particularly Financial Advisors and Wealth Managers, to focus on growth without getting bogged down by complex and expensive CRM software.

Maximizer streamlined its offerings for simplicity and affordability, removing a major pain point for SMBs. They positioned themselves not just as a software provider, but as a growth partner.

Maximizer continues to benefit from Achim’s contributions, market research, strategy, positioning, and messaging for our financial services product. It’s still going strong.

Vivek Thomas, President

Results: A Strategy that Resonated

The Grow With Confidence campaign proved to be a success:

  • Doubled sales pipeline within a year
  • 200% increase in total leads generated (MQLs)
  • 160% increase in new leads (Net New MQLs)
  • 400% growth in online reviews, reflecting customer satisfaction
  • Social media engagement skyrocketed from 1% to 8%
  • Reached Top 50 Best Software for Sales on G2Crowd
Achim’s help in crafting our “Grow With Confidence” positioning was a pivotal moment for Maximizer. It wasn’t just a new tagline; it was a promise to our customers that we’re here to support their growth every step of the way.

Vivek Thomas, President

Impact: A Sustainable Path to Growth

Grow With Confidence wasn't just a marketing message; it became a company-wide philosophy.  The campaign not only boosted sales but also fostered a stronger brand community, particularly within the Financial Services sector. Maximizer established itself as a leader in the SMB CRM space, with a clear path to future growth.

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