Maximizer CRM Education & Training
Online Training Courses

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Who should take this course:

New Maximizer Enterprise users or users needing a refresher
New Maximizer Enterprise administrators who want to know the fundamentals of the software before learning about administration
Maximizer Enterprise users in every department - sales, marketing, customer service, accounting

What You'll Learn

1) Enter Customer Information Properly

Create new accounts in your customer database - understand the difference between companies, contacts, and individuals
Use User-Defined Fields to profile and segment your customers and prospects

2) Work with Data Effectively and Efficiently

Use the My Work Day screen to better manage your time
Use functions such as Quick Access and Recent entries to become more efficient
Use fields such as partner, category and lead status to better manage your information
Use pre-defined searches to quickly retrieve specific records and information

3) Save time by tracking all customer communications and history

Use the Maxword editor to create documents and insert merge fields to personalize communications
Use e-mail with Maximizer Enterprise and track all customer correspondence
Use Notes to track communications with customers

4) Manage time more effectively using the Hotlist and Calendar

5) Back-up your Address Book using Maximizer's Quick Back-up capabilities

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