Maximizer 306 introduces Canaccord advisory teams to Workflow Management within Maximizer CRM and demonstrates how structured workflows help ensure important client activities are completed consistently and on time.

Participants will learn how workflows improve visibility into client processes, promote consistent service across the organization, support compliance requirements, and reduce the risk of important tasks being overlooked. They will also learn how to initiate, monitor, and manage workflows as client needs evolve.

Duration: 50 Minutes

Prerequisite:
Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Maximizer 201 – Relationship Management Essentials for Canaccord

Agenda:

Understanding Workflow Management

• What Workflows are and why they matter
• Manual versus automated workflows
• How workflows improve consistency, visibility, and compliance

Working with Workflows

• Starting a workflow
• Understanding workflow stages and assigned tasks
• Monitoring workflow progress and outstanding activities

Managing Workflow Activities

• Completing workflow tasks
• Updating workflows as client circumstances change
• Best practices for ensuring consistent client service