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Maximizer Enterprise 9 & 9.5 (CRM) -
Level 2
Who should take this course:
- Maximizer Enterprise users already familiar with the basics covered
in Enterprise 9 - Level I - Managers and users in sales, marketing, customer service departments
- Maximizer Enterprise administrators who want to know the fundamentals of the software before learning about administration
What You'll Learn
1) Work with Data Effectively and Efficiently
- Relate, Combine and Move your entries to reflect changes in your address book
- Create custom column views to help make data entry and viewing more efficient
- Build simple and complex searches using the advanced search capabilities in Maximizer Enterprise to target specific customer segments
- Create and use favorite lists to maximize your efficiency
- Create user-defined fields to effectively store information to segment and profile your customers
- Save time by performing global edits to update large groups of address book records
2) Communicate with your Customers
- Create custom mailing labels to help make contacting your customers easier
- Write documents in Microsoft Word and attach them to customer records to track complete history, including merge letters, Adobe Acrobat documents and images
3) Expand your use of Microsoft Outlook
- Synchronize your contacts and appointments to Microsoft Outlook for greater flexibility
4) Learn More About your Customers
- Use pre-formatted reports to retrieve valuable information about your customers
- Learn how to export your column reports to Microsoft Excel
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