Case Study: Creative Organizational Design achieves a 29% average yearly sales close rate with Maximizer CRM

Creative Organizational Design - Customer Case Study

Creative Organizational Design (COD) is a long-established provider of employee assessment and surveying products—serving multinational clients such as NASA, FBI and Kellogg’s—with over 2,000 products and a client database of more than 12,000 records. COD’s challenge was to deliver consistently responsive, personalized service and timely follow-ups across active, archived and inactive contacts so inquiries didn’t fall through the cracks and repeat business could be captured.

COD implemented Maximizer CRM—using a four-quadrant dashboard, Outlook integration, automated prompts, call logging and centralized notes—to streamline workflows, surface archived contacts and make follow-ups effortless. The result: a sustained average annual close rate of 29% over 15 years, faster 24-hour responses, stronger repeat business and greater visibility into customer history and sales activity.

Creative Organizational Design

David Towler

President