At Navirum, we are specialists in migrating Maximizer to Salesforce, especially for financial advisors, wealth managers, and insurance professionals. Below you’ll find 4 helpful tips, a comparison of Maximizer and Salesforce, as well as common FAQs
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Here are 4 tips to guide your transition to Salesforce.
1. Understand your business goals
The Salesforce CRM offers a huge amount of functionality. It’s really important to understand what your business goals are so these can be aligned with specific functionality in Salesforce.
For example, a business goal might be to grow your practice by 30%. This can be aligned with growth functionality in Lead and Opportunity Management in Salesforce, which is particularly valuable for firms focused on financial advisor lead generation. Another goal could be to increase customer satisfaction by 20%, which can be aligned with customer service functionality in Salesforce Case and Account Management.
Related reading: “Financial Services CRM: Capture More Leads with Salesforce Integration & AI Tools” explains how tools like Dealfront, Brevo, and Campaigner integrate with Salesforce to improve lead capture and nurture processes. (Read the full article)
2. Get stakeholder involvement
Be sure to get a range of people across your company involved in the project. Maximizer has been around for a while. For many of the Maximizer migrations we have helped with, customers have had the system in place for 10–15 years.
Bringing multiple stakeholders (e.g., from sales, customer service, management) is a great way to get a broader understanding of your requirements and will help improve user adoption. For wealth managers, this might mean involving teams responsible for compliance (CIRO/OSFI requirements), client onboarding, and portfolio management.
Real-world example: In “Empowering Wealth Advisors with Smarter Salesforce Support,” Signet Financial Management improved CRM adoption and reduced technical bottlenecks by involving multiple stakeholders and using both support and managed services to free advisors to focus more on clients. (Read the case study)
3. Get ready for a different data model
Although there are similarities between the Maximizer and the Salesforce data model, there are differences. It’s important to map the data model and fields from Maximizer to Salesforce at the start of the project as part of the design phase.
This is especially critical for wealth management CRM migrations, where data often spans accounts, households, portfolios, and insurance policies. Mapping ensures you can bring over the right information, support portfolio management integrations (Addepar, Croesus, etc.), and prepare for future Salesforce Financial Services Cloud (FSC) functionality.
Case in point: The story “Wealth Manager Cuts Back-Office Waste with Navirum and Salesforce” shows how a firm improved efficiency and client experience by customizing Salesforce to their specific data & operations needs – eliminating manual, disjointed workflows and aligning data flows. (Read the Success Story)
4. Prioritize training and adoption
Moving from Maximizer to Salesforce is not just a technology project – it’s an exercise in change management. Many habits, behaviors, and informal processes more than likely surround Maximizer in your business.
It’s really important to invest in training your staff on Salesforce using classroom-based training, as well as other channels like Trailhead (Salesforce’s free online learning platform). For financial advisors, leveraging Salesforce Financial Services Cloud training can accelerate adoption. For wealth managers, embedding AI-powered tools for financial advisors can help teams work more efficiently while delivering a better client experience.
Related resource: “How to choose right AI Meeting Assistant for Financial Firms?” compares tools (Jump, Vinton, Fireflies, etc.) that reduce administrative burdens by integrating meeting notes, prep, and data capture into CRMs like Salesforce. That kind of tool can seriously boost your staff’s productivity and adoption. (Read the guide)
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A Comparison of Maximizer vs. Salesforce
| Feature | Maximizer | Salesforce |
|---|---|---|
| Software Upgrades / Releases per Year | • Not clearly documented in public sources how many full version upgrades Maximizer delivers annually. • They do publish “release notes” (e.g. R26, etc.) with enhancements. (Maximizer Support) • For on-prem versions there are enhancements in individual releases. But frequency seems lower/less regular or at least less publicized. • Users report that upgrades may need manual patches or version upgrades for specific features. • There is an on-prem vs “live/online” difference: “Maximizer CRM Live” seems to have some centrally managed features. (Maximizer Support) | • 3 major releases per year: Spring, Summer, Winter. (Salesforce Ben) • Automatic upgrades: cloud users get updates centrally, with sandbox preview windows to allow testing before production rollout. (Trailhead) • Minor updates, patches, maintenance happen more frequently in between major releases. • The release calendar is predictable and published in advance. (Trailhead) |
| Ability to Integrate with Other Systems | • Provides connectors: e.g. Maximizer Connector integrated with Microsoft Power Automate, Power Apps, etc. (Microsoft Learn) • On-prem and cloud versions allow some integration via APIs, Zapier, classic tools like Outlook/Exchange. (Maximizer Support) • Integration depth is more limited compared to a large platform. Some limitations in advanced workflows or omni-channel integrations. (Technology Evaluation Center) • Customization/integration for “core sales/opportunity/campaign” scenarios seems well supported. Less clarity on highly complex or large scale systems integration. | • Very strong: broad and mature API support; large ecosystem of third-party apps (AppExchange); many prebuilt connectors; full ability to integrate across systems internally and externally. • Because of its multi-cloud architecture, it supports integrations such as ERP, marketing automation, support systems, data warehouses. • Also cloud-native features for integration (e.g. Events, web services, middleware). • Salesforce provides tools and guidance for integration at scale. |
| Multilingual / Language Capability | • Public sources show less evidence of robust multilingual support. In reviews/comparisons, Maximizer is generally not listed as multilingual. One reviewer in an SMB Guide noted that “Bitrix24 offers multilingual support; Maximizer does not.” (The SMB Guide) • Some features like email/communication may support multiple locales or user-defined fields, but full UI translations/localized support is not clearly documented. • No strong signal that Maximizer supports built-in multi-language UI or multilingual AI/capabilities. | • Yes – Salesforce has mature multilingual support: localized user interface, ability to support multiple languages for UI, labels, field names, localized content. • Newer tools (e.g. Agentforce) include multilingual support in AI agents. (Medium) • Some translation / localization features, support for multi-currency, locale settings for users, etc. Speak french good! , Quebecois or other dialects not directly supported, but can be customized • Typically strong if your deployment includes diverse language needs. |
Frequently Asked Question – FAQs – Moving from Maximizer to Salesforce Sucessfully
Yes. Most core data (contacts, companies, opportunities, activities) can be exported from Maximizer CRM and imported into Salesforce CRM. Attachments and custom modules may require additional steps.
Yes. Notes, tasks, and activity history can generally be migrated from Maximizer to Salesforce. Some formats may require cleanup or special handling, but historical records don’t need to be lost.
1) Data model differences: Maximizer’s flat data model doesn’t map directly to Salesforce objects.
2) Custom fields: Some Maximizer fields require new objects in Salesforce.
3) Data quality: Duplicates and inconsistencies in Maximizer must be cleaned before migration.
4) Manual mapping: Careful mapping ensures accuracy in Salesforce Financial Services Cloud or Sales Cloud.
Yes. Many firms compare Maximizer vs Salesforce and choose Salesforce because it offers:
1) AI productivity and automation tools.
2) Financial Services Cloud with 3 industry releases per year.
3) Better Integrations: Salesforce offers far better options for integrating with financial planning tools like eMoney, Conquest, portfolio management integration with D1G1T, Croesus, MoneyGuidePro, eMoney, and Addepar, as well as back office applications, dealer systems, broker-deal legacy platforms etc
Consider the following:
1) Migrate the data that supports daily productivity.
2) Archive less-critical Maximizer data for compliance.
3) Focus on the business value of Salesforce vs the overhead of bringing every record across.
4) Put a change management process in place is a must (see our recommendations)
Typically 6–12 weeks, depending on data volume, system complexity, and training requirements
Expect migration to account for 5–10% of the total Salesforce project budget, covering extraction, transformation, mapping, testing, and training
Train staff with Salesforce Trailhead, especially FSC or Sales Cloud.
Communicate how Salesforce CRM offers broader functionality than Maximizer CRM.
Assign an internal champion to lead adoption and change management.
1) Ongoing support is critical to adoption.
2) Confidence in Salesforce processes helps prevent fallback to Maximizer CRM or spreadsheets.
3) ROI builds as your team embraces automation and integration.
In most cases, yes. Maximizer CRM is phased out after a successful migration. Some firms keep it in read-only mode for compliance. Always plan secure backups.
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