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Maximizer CRM 10/10.5 -
Advanced Sales Opportunities 200
Who should take this course:
- New and existing Maximizer CRM 10/10.5 users (Group, Professional, & Enterprise)
- New Maximizer CRM 10/10.5 administrators who want to know the fundamentals of the software before learning about administration
What You'll Learn
- Introduction to Advanced Opportunities and Strategies
- Measuring the Probability of Close
- Using Success Factors
- Changing the Weights of Success Factors
- Modifying the Standings of Success Factors
- The Political Alignment Success Factor
- Using Roles
- Assigning Contacts to Roles
- The On Schedule Success Factor
- Using Steps and Activities
- Delegating Activities to Team Members
- Completing Activities
- Introduction to the Strategy Library
- Adding Elements to the Strategy Library
- Adding Strategies to the Strategy Library
- Scheduling Strategies for Opportunities
Cost and Duration
- $65 (USD) per user
(Please email onlinetraining@maximizer.com for more information.) - Approximately 1 hr. Interactive Training Simulation
Registration