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How Maximizer CRM helped Miskimmin Taylor improve business efficiency
Customer: Miskimmin Taylor | Sector: Financial services | CRM solution: Maximizer
Founded by Mark Miskimmin and Colin Taylor, Northern Ireland-based Miskimmin Taylor has provided independent financial services to individuals and businesses for more than two decades. At the time of this case study, the firm supported a network of more than 5,000 clients, with trusted, long-term relationships at the heart of its approach.
The challenge: a CRM system that could no longer keep pace
As the business developed, Miskimmin Taylor recognised that its existing customer relationship management system was no longer meeting its needs. The team wanted a more advanced, intuitive solution to support its day-to-day operations and help staff manage a wide range of client-facing activities more effectively.
Office Manager Debbie Reid oversaw responsibilities including customer communications, marketing, lead generation, enquiry follow-up and event management. A CRM that could support these activities efficiently was important to the smooth running of the business.
The solution: introducing Maximizer CRM
Miskimmin Taylor selected Maximizer CRM to provide a more capable and user-friendly platform for its business processes. The implementation gave the team an opportunity to improve how it managed its work and reduce the time spent on routine administration.
The outcome: more efficient processes and time for growth
According to Debbie Reid, implementing Maximizer CRM improved business processes across the organisation. These efficiencies freed up valuable staff time that could be directed towards activities supporting business profitability and growth.
The team also responded positively to the system and continued to review opportunities to make further use of Maximizer’s capabilities.
“Since implementation, our employees have really enjoyed using Maximizer’s powerful CRM solution. Moving forward we are continually reviewing and looking at upgrade options, which I am sure we will do in the not too distant future.” — Debbie Reid, Office Manager (at the time of the case study)
Could your business benefit from a better CRM?
ProAptivity helps organisations evaluate and get more from their CRM systems. Explore the full Miskimmin Taylor story below, or contact our team to discuss your requirements.