Customer Relationship Management

How Maximizer CRM doubled its financial services pipeline in one 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 for Financial Services grew about 20% month over month in the months following launch, adding more than $1.6M and doubling the financial services pipeline by the end of the fiscal year.

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 financial services pipeline within a year
  • 200% increase in total inbound MQLs, across both the flagship CRM and Maximizer for Financial Services*
  • 160% increase in net new inbound MQLs, same scope*
  • 400% growth in online reviews, reflecting customer satisfaction
  • Social media engagement grew from 1% to 8%
  • Reached Top 50 Best Software for Sales on G2Crowd

* Inbound was measured across both products at the time, so the MQL lift covers the whole book. How much of it the repositioning caused isn’t separable from that data. The pipeline number is the financial services product on its own.

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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