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Maximizer CRM Virtual Classroom Training

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Join us live, online to learn how your organization can untap the potential of Maximizer CRM 10/10.5!

Virtual classroom training combines the interaction of traditional classroom learning with the convenience of the internet.

Virtual classroom highlights:

  • Two full hours with a Maximizer CRM Expert - ask questions, get valuable feedback and collaborate with other participants.
  • Practice, practice, practice is included. We use a fictitious database for hands-on practice, ensuring your data stays safe.
  • Hands-on exercises through remote access to our on-site computer lab.
  • No travel required.
  • Prioritize your learning with a set date and time.

The following Virtual Classroom Training course is currently available:

Introduction to Opportunities

What is an Opportunity?

From quote to contract: Maximizer's Opportunities Module optimizes sales performance, provide sales pipeline and forecast insight, increases revenue, and empowers staff to develop long-term customer relationships that drive business forward.

Forecast effortlessly and take proactive measures to ensure your sales team hits revenue targets.

  • Use opportunities to track every sales opportunity (project, proposal, deal or sale) so you can stay on top of your sales progress.
  • Apply sales methodologies and processes to every deal to increase your win ratio
  • Rate success factors and decision-makers for an accurate probability of close
  • Monitor your deal stage and push to close more deals
  • Track the details, including: key decision-makers and products being pitched; then watch your
    probability of close increase
  • Use graphical sales reports, including the sales pipeline funnel, to forecast your sales, monitor your
    pipeline and analyze your win/loss

Course Topics

  • Why and when to use Opportunity management and forecasting in Maximizer
  • How to create an opportunity
  • Search and navigate through current Opportunities
  • Managing, reporting and printing detailed reports
  • Closing deals and associated opportunities

Suggested Audience

  • Maximizer users in sales management
  • Maximizer administrators
  • Office Managers and Maximizer "Champions"

Suggested Prerequisites:

  • Maximizer CRM 10 - Address Book Fundamentals 100
  • Maximizer CRM 10 - Address Book Fundamentals 200
Call us for next course offering 1-866-416-0557