I took the [Maximizer CRM] Power User course. I never fully understood Maximizer's versatility in application. I now have learned many new ways to use the program and take advantage of the multitude of functions to streamline my business. - Joseph Simon, Premi-Air ClimateCare
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Maximizer CRM Education & Training
Online Training Courses
Maximizer CRM 10/10.5 -
Advanced Sales Opportunities 200
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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
Registration
NOTE: Online purchases are processed via Maximizer's webstore, please allow 1 business day for delivery of email with access details.