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Learn Quickly and Maximize Employee Productivity

Select from various training options to suit your needs and schedule. Classes range from new to advanced users and administrators. Topics covered include sales opportunities, marketing campaigns, and customer service case management.

 Instructor-Led Online Training

Join us live, online to learn how your organization can untap the potential of Maximizer CRM 12!

Instructor-Led Online Training combines the interaction of traditional classroom learning with the convenience of the Internet, delivered live by one of Maximizer's CRM experts.

Training highlights:

  • Learn from 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

*Please Note: Maximum 8 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.

The following Instructor-Led Online Training courses are currently available:

 Maximizer CRM User Training

Two-day course (4 hours per day)

Receive in-depth training on all of the key features and capabilities of Maximizer CRM and develop an understanding of how these can be used to increase productivity, build customer loyalty, and find new revenue opportunities for your company. Includes hands-on exercises that cover basic contact and time management features, to more advanced capabilities.

Course Topics

  • New Maximizer CRM 12 Features
  • Address Book Fundamentals
  • Retrieving Information
  • Sorting and Formatting Information
  • Using the Calendar
  • Creating Hotlist tasks
  • Intermediate Opportunity Management
  • Hands on Practice
  • Collaboration with other Maximizer Users

Register Now 

Date: July 8-9, 2013 | Time: Daily, 8:30am - 12:30pm (PT) / 11:30am - 3:30pm (ET)
Cost: 1 user - $399 per registrant | 2 to 8 users - $299 per registrant
Suggested Audience: Managers and Maximizer "Champions", All Maximizer users

 Maximizer CRM Power User Certification

Four-day course (4 hours each day)

This course will make Power Users out of Maximizer CRM administrators, managers and users. Receive in-depth training on all the key features and capabilities of Maximizer CRM and develop an understanding of how these can be used to increase productivity, build customer loyalty, and find new revenue opportunities for your company. Includes hands-on exercises that cover basic contact and time management features, to more advanced capabilities in CRM modules including:

Course Topics

  • New Maximizer CRM 12 Features
  • User Administration and Security
  • Advanced Opportunity Management
  • Marketing Campaign Configuration
  • Retrieving and Manipulating Data (adding new fields)
  • Address Book Administration
  • Hands on Practice
  • Collaboration with other Maximizer Users

Register Now 

Date: July 15-18, 2013 | Time: Daily, 8:30am - 12:30pm (PT) / 11:30am - 3:30pm (ET)
Cost: 1 user - $1299
Suggested Audience: Managers and Administrators, All Maximizer users

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 Self-Directed Online Training

Maximizer CRM self-directed online training is more convenient and accessible than ever before. On-demand training means no scheduled days or times - you can complete your course when it works best for you. Whether you're new to using Maximizer CRM, or want to learn the most efficient steps to optimize your productivity, Maximizer's eLearning courses are designed to help you get more out of your Maximizer CRM - all from the comfort of your home or office!

Important Things to Know

  • Once you are viewing the course, there is no time limit. You can rewind, fast forward, pause, stop and/or replay as desired
  • The course sessions can be accessed/re-accessed within 90 days of registration.
  • Courses take approximately two hours to complete.
  • Maximizer CRM courses include audio.
  • Online Purchases are processed via the Maximizer webstore, please allow 1 business day for delivery of email with access details. All prices are in US dollars.
  • System requirements
  • Troubleshooting instructions

The following Instructor-Led Online Training courses are currently available:

 Maximizer CRM 12 Self-Directed Online Training

Each eLearning courses is approximately 2 hours of interactive training and costs $75 (USD) per user per course:

Buy Now  Maximizer Basics – Level I:
Buy Now  Maximizer Basics – Level II:
Buy Now  Maximizer Advanced – Level I:

Maximizer Basics – Level I

Who should take this course:
  • New Maximizer CRM 12 end users and administrators who want to learn the fundamentals of the software
  • All Editions: Group, Enterprise and Entrepreneur
What You'll Learn:
  • Lesson 1: Introduction to Address Book Basics – Level I
  • Lesson 2: Maximizer Address Books
  • Lesson 3: Maximizer Interface
  • Lesson 4: Selecting and Displaying Entries
  • Lesson 5: Address Book Entries
  • Lesson 6: User-Defined Fields
  • Lesson 7: Notes
  • Lesson 8: Documents

Maximizer Basics – Level II

Who should take this course:
  • New Maximizer CRM 12 end users and administrators who want to learn the fundamentals of the software
  • All Editions: Group, Enterprise and Entrepreneur
What You'll Learn:
  • Lesson 1: Introduction to Address Book Basics – Level II
  • Lesson 2: Email
  • Lesson 3: Hotlist Tasks
  • Lesson 4: Calendar Appointments
  • Lesson 5: Column Setups
  • Lesson 6: Basic Searching
  • Lesson 7: Advanced Searching
  • Lesson 8: Favorite Lists

Maximizer Advanced – Level I

Who should take this course:
  • Experienced Maximizer CRM users and administrators who want to learn more advanced features
  • All Editions: Group, Enterprise and Entrepreneur
What You'll Learn:
  • Lesson 1: Introduction to Address Book Advanced – Level I
  • Lesson 2: Coloring Entries
  • Lesson 3: Global Edits
  • Lesson 4: Action Plans
  • Lesson 5: Relating and Combining Entries
  • Lesson 6: Reporting
  • Lesson 7: Dashboards
  • Lesson 8: Company Library

 Maximizer CRM 11 Self-Directed Online Training

Each eLearning courses is approximately 2 hours of interactive training and costs $75 (USD) per user per course:

Buy Now  Address Book Fundamentals 100:
Buy Now  Address Book Fundamentals 200:
Buy Now  Address Book Fundamentals 100 for Maximizer Web Access:
Buy Now  Address Book Fundamentals 200 for Maximizer Web Access:

Address Book Fundamentals 100

Who should take this course:
  • New Maximizer CRM 11 users (All Editions: Group, Enterprise, Entrepreneur, and Team)
  • New Maximizer CRM 11 administrators who want to know the fundamentals of the software before learning about administration
What You'll Learn:
  • Address Book Fundamentals 100
  • Lesson 1 – Introduction
  • Lesson 2 – Maximizer Address Books
  • Lesson 3 – Maximizer Interface
  • Lesson 4 – Selecting and Displaying Entries
  • Lesson 5 – Address Book Entries
  • Lesson 6 – User-Defined Fields
  • Lesson 7 – Notes
  • Lesson 8 – Documents
  • Lesson 9 – Email
  • Lesson 10 – Hotlist Tasks
  • Lesson 11 – Calendar Appointments

Address Book Fundamentals 200

Who should take this course:
  • New Maximizer CRM 11 users (All Editions: Group, Enterprise, Entrepreneur, and Team)
  • New Maximizer CRM 11 administrators who want to know the fundamentals of the software before learning about administration
What You'll Learn:
  • Address Book Fundamentals 200
  • Lesson 1 – Introduction
  • Lesson 2 – Column Setups
  • Lesson 3 – Coloring Entries
  • Lesson 4 – Basic Searching
  • Lesson 5 – Advanced Searching
  • Lesson 6 – Favorite Lists
  • Lesson 7 – Global Edits
  • Lesson 8 – Action Plans
  • Lesson 9 – Relating and Combining Entries
  • Lesson 10 – Reporting
  • Lesson 11 – Dashboards
  • Lesson 12 – Company Library

Address Book Fundamentals 100 for Maximizer Web Access

Who should take this course:
  • New Maximizer CRM 11 users (Editions: Group and Enterprise)
  • New Maximizer CRM 11 administrators who want to know the fundamentals of the software before learning about administration
What You'll Learn
  • Address Book Fundamentals 100 for Maximizer Web Access
  • Lesson 1 – Introduction
  • Lesson 2 – Maximizer Address Books
  • Lesson 3 – Maximizer Web Access Interface
  • Lesson 4 – Selecting and Displaying Entries
  • Lesson 5 – Address Book Entries
  • Lesson 6 – User-Defined Fields
  • Lesson 7 – Notes and Documents
  • Lesson 8 – Email
  • Lesson 9 – Hotlist Tasks
  • Lesson 10 – Calendar Appointments
  • Lesson 11 – Action Plans

Address Book Fundamentals 200 for Maximizer Web Access

Who should take this course:
  • New Maximizer CRM 11 users (Editions: Group and Enterprise)
  • New Maximizer CRM 11 administrators who want to know the fundamentals of the software before learning about administration
What You'll Learn
  • Address Book Fundamentals 200 for Maximizer Web Access
  • Lesson 1 – Introduction
  • Lesson 2 – Column Setups
  • Lesson 3 – Coloring Entries
  • Lesson 4 – Basic Searching
  • Lesson 5 – Advanced Searching
  • Lesson 6 – Favorite Lists
  • Lesson 7 – Global Edits
  • Lesson 8 – Reporting
  • Lesson 9 – Dashboards
  • Lesson 10 – Company Library

 Maximizer CRM Live Self-Directed Online Training

Each eLearning courses is approximately 2 hours of interactive training and costs $75 (USD) per user per course:

Buy Now  Address Book Fundamentals 100:
Buy Now  Address Book Fundamentals 200:

Address Book Fundamentals 100

Who should take this course:
  • New Maximizer CRM Live users (All Editions: Group, Enterprise, Entrepreneur, and Team)
  • New Maximizer CRM Live administrators who want to know the fundamentals of the software before learning about administration
What You'll Learn
  • Address Book Fundamentals 100
  • Lesson 1 – Introduction
  • Lesson 2 – Maximizer Address Books
  • Lesson 3 – Maximizer Interface
  • Lesson 4 – Selecting and Displaying Entries
  • Lesson 5 – Address Book Entries
  • Lesson 6 – User-Defined Fields
  • Lesson 7 – Notes
  • Lesson 8 – Documents
  • Lesson 9 – Email
  • Lesson 10 – Hotlist Tasks
  • Lesson 11 – Calendar Appointments

Address Book Fundamentals 200

Who should take this course:
  • New Maximizer CRM Live users (All Editions: Group, Enterprise, Entrepreneur, and Team)
  • New Maximizer CRM Live administrators who want to know the fundamentals of the software before learning about administration
What You'll Learn:
  • Address Book Fundamentals 200
  • Lesson 1 – Introduction
  • Lesson 2 – Column Setups
  • Lesson 3 – Coloring Entries
  • Lesson 4 – Basic Searching
  • Lesson 5 – Advanced Searching
  • Lesson 6 – Favorite Lists
  • Lesson 7 – Global Edits
  • Lesson 8 – Action Plans
  • Lesson 9 – Relating and Combining Entries
  • Lesson 10 – Reporting
  • Lesson 11 – Dashboards
  • Lesson 12 – Company Library
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 Custom End-User Training

  • Hands-on, classroom environment
  • Customized to your industry and business
  • Even use your database with your unique fields and processes
  • On site or remote via web conferencing
  • Contact a Maximizer Trainer