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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 11!

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"

Next Course Date:

Call us for the next course offering at 1-866-416-0557

*Please Note: Maximum 9 participants. Maximizer Software reserves the right to cancel any of the courses if required participant minimum is not met by the registration deadline. If course is cancelled, those who have registered and paid will receive a full refund.

Speak directly to the experts at 1-866-416-0557 or e-mail us to request further information.