Maximizer Solution Overview Webinars

On Demand Webinars

Ask an Expert Series - Integrating and Customizing Maximizer CRM

Business integration is a crucial component of leveraging the full power of your CRM platform. Maximizer can help integrate your key business applications, be adapted to meet your unique business processes and be easily customized to match your specific industry.

Introducing Maximizer CRM 12 Winter 2012

The Winter 12 release is headlined by new features and developments that make mobile access easier and faster, Microsoft Office Add-ins more productive and seamless, and enhanced usability improvements for Maximizer CRM 12 Web and On-Premise.

Increasing Operational Efficiencies for
Wealth Management Professionals

Providing quality service and attracting new business isn’t something new. However, the changing technological landscape within the financial industry has introduced innovative solutions to help investment advisors save time, resources and money when managing and engaging with clients and contacts.

The Revenue Equation: Sales Optimization + CRM = $$

Is there an equation to help your business close larger deals, shorten the sales cycle and reliably hit revenue targets? The answer does not exist in your sales process OR your CRM strategy.

It exists in the optimization of both. The real challenge in solving this complex equation is where to start and what action to take. This webinar will help you begin this journey. (40 mins.)

Jumpstart Your CRM Adoption

This webinar explores how low CRM adoption rates are a direct result of a disconnect between the potential of all that CRM can do and the way it works in the real world. Even if you have selected the right technology your success will depend on buy-in and full adoption within your sales team and across your organization. (33 mins.)

Sociable! How Social Media is Turning Sales Upside-down

This webinar explores the guerrilla social media tactics to help you gain market share. Learn the new rules of engagement in sales and marketing and the steps you can take to implement social media for business efficiently.

Learn how to use social media to connect, attract and grow profitable client opportunities. (58 mins.)

7 Steps to Enhance CRM Performance

This webcast explores the key steps your organization can take to leverage the full power of CRM. Learn how to develop a CRM Roadmap, increase end-user adoption and tips on how to identify quick wins that deliver immediate results. You will walk away from this webinar with a clear plan on how to optimize your entire CRM process. (35 mins.)

Attract, Engage and Succeed with Maximizer CRM 12

This webcast highlights Maximizer CRM 12’s new and improved features and customization options, which enable businesses to provide richer customer engagement and capitalize on business opportunities anywhere, anytime and on any mobile platform.  Expanded capabilities in Business Intelligence provide you with enhanced management dashboards, mobile and web access to real-time data and integration of web-based applications (LinkedIn, iCalendar, SharePoint).

Streamlining the Sales Process

This webcast focuses on common CRM roadblocks sales groups face when trying to streamline sales processes. It provides insight to help evaluate current situations, help identify opportunities and provides insight into how your CRM can work better for you. Learn how to create powerful quota-based dashboard indicators for results at-a-glance, implement proven, repeatable sales processes for step-by-step success, and accurately track and measure sales performance to generate better sales forecasts and ensure accountability.

Optimizing Marketing Campaign ROI

This webcast provides valuable information on streamlining marketing campaigns and tracking measurable results within a CRM solution to optimize ROI. Gain insight from campaign performance results to fine tune campaigns and drive sales opportunities. Learn how to nurture relationships with a series of time-based, relevant messages triggered by specific actions. You will be able to fine tune campaigns and optimize sales opportunities in profitable market segments with insight gained from campaign performance results and easily determine ROI by associating opportunities to a particular marketing campaign.

Building Loyalty through Customer Service

In this webcast we delve into how to drive improved customer experience and loyalty through CRM. Find out how easy access to complete customer profiles, automating processes, and providing self-service helps resolve customer issues faster, optimize resources and maximize productivity. Learn how to improve customer satisfaction with faster time-to-resolution by providing web-based self-service, create powerful dashboard indicators for analysis of entered, resolved, and abandoned cases and use automated processes to reduce workload and resolve issues faster.

Monitoring Performance with Business Intelligence

This webcast takes a look at the importance and challenges of monitoring performance with business intelligence. Learn how to leverage data captured within your CRM solution to make better business decisions at every level of your organization. Learn how to build robust reports with dynamic metrics from across your organization, and create real-time visual snapshots for rapid analysis of KPIs, anywhere, anytime.