Founded by Mark Miskimmin and
 Colin Taylor, financial advice specialist, Miskimmin Taylor, has been providing independent financial services to individuals and companies for over two decades.
Miskimmin Taylor offer an extensive range of financial and professional support services to a network of
over 5,000 clients from their base in Northern Ireland. Their core business is based on building successful, trusted, long-term relationships with clients in order to make a real financial difference to their lives.

The Challenge

As the business grew, it became clear that Miskimmin Taylor needed a more advanced and intuitive CRM solution, as their existing system simply was not fulfilling the company’s needs. Office Manager, Debbie Reid, is responsible for the efficient running of the office and her duties include all customer communications, marketing, lead generation, follow-up enquiries and event management, as well as procurement and hospitality. She discusses the reasons the company chose Maximizer CRM, the ease of implementation, and improvements since to its core business functions.

A Business Changing Solution

When discussing the overall impact of using Maximizer CRM, Ms Reid says the implementation has improved business processes across the board, which in turn has led to the freeing up of valuable time for activities aimed at extending profits.