Expand Maximizer’s capabilities through third-party integrations and the App Directory. This advanced class explores available integrations, implementation strategies, and best practices for extending CRM functionality to meet specific business requirements.

Agenda:

• Overview of the Maximizer App Directory
• Understanding available integration categories
• Navigating and searching the App Directory effectively
• Evaluating apps for business fit and technical requirements
• Integration planning and implementation strategies
• Step-by-step app integration process
• Configuring app settings and permissions
• Managing app updates and maintenance
• Troubleshooting integration issues
• Custom integration possibilities and API considerations
• Security considerations for third-party integrations
• User training for new integrated applications
• Measuring integration success and ROI
• Future integration planning and system scalability

Time:

120 minutes, with time for questions

Class Code: FSE-306

Class Type: Administrator Training Class