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Maximizer Enterprise 9 & 9.5 (CRM) -
Opportunities Level 2
Who should take this course:
- Maximizer Enterprise users in sales management positions who are familiar with Maximizer Enterprise fundamentals (topics covered in Enterprise 9 - Level I and Enterprise 9 - Level II)
- Maximizer Enterprise administrator
What You'll Learn
1) Level II builds on the basic skills learned in Level I (Opportunities)
2) Set-up a sales strategy to use in Maximizer Enterprise
- Learn how sales practices or methodologies can be modelled using the sales strategy wizard
- Define steps and activities for the sales people to take throughout the sales cycle
- Understand what success factors are and how to set them up, including assigning standings and weights that will help accurately forecast sales
- Understand roles in a sales strategy and how to set them up, including defining standings and weights
3) Work a sales opportunity step by step using an applied sales strategy
4) Search opportunities to see deals at specific stages in the cycle, by sales team leader or other criteria
5) Print forecast and executive reports to see the status of 30 and 60-day funnels and more
Cost and Duration
$55$39 (USD) per user- Maintenance Discount CANNOT be applied to Maximizer Enterprise 9 & 9.5 online training courses.
- 1 hr. 15 min. Pre-Recorded Tutorial
(Please email onlinetraining@maximizer.com for more information.)
Registration