Office Hours (Admin Support)
An hour for you to book / admin will be present for you to ask questions / open panel Q&A
Free
12 classes found.
MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For administrators, end-users, and sales leaders
Introduction to Maximizer (FSE) for Administrators
This class is designed to show the Maximizer Administrator the basics of Maximizer, from activating your own account, setting up your firm’s users, navigating the drop down menus, main modules and tabbed following windows, as well as setting up the calendar and hotlist, controlling emails and choosing how users will start their day.
Free
What is CRM? (And Why it Matters for Financial Advisors)
This class is designed for financial advisors who are new to CRM systems or want to understand the why behind the how. You’ll explore what a CRM is, how it supports day-to-day client management, and how it becomes a tool for long-term success in a highly regulated, trust-driven industry.
Free
Managing Client Data with Entries for Administrators
This class is designed to help Admins confidently manage their client relationships using entries. It covers finding, adding, and searching for entries, as well as key Maximizer "Quick Search" tricks. You'll also learn how to use Custom Fields, Key Field lists, and notes and documents, as well as how to work with your entries to send emails, make appointments, and create tasks.
Free
Microsoft Outlook Integration and Mobile Access for Administrators
This class helps administrators extend Maximizer CRM access beyond the desktop with Microsoft integrations and mobile use. You'll learn how to install and manage the Outlook integration and set Outlook Preferences to save and sync emails and track email threads. You'll also learn how to install and use Word integration to show and generate labels, envelopes, and document templates.
Free
Introduction to Maximizer (BE) for Administrators
This class is designed to show the Maximizer Administrator the basics of Maximizer, from activating your own account, setting up your firm’s users, navigating the drop down menus, main modules and tabbed following windows, as well as setting up the calendar and hotlist, controlling emails and choosing how users will start their day.
Free
Introduction to Maximizer for Financial Advisors (End-Users)
This class is designed to help financial advisors confidently get started with Maximizer CRM. You'll learn how to log in, activate your account, and navigate the main screen. It covers key features such as drop down menus, main modules, and tabbed windows. You'll also learn how to personalize your workspace to support your daily workflow, including using the calendar and hotlist and controlling your email.
Free
Managing your Client Data with Entries for Financial Advisors (End-Users)
This class is designed to help Financial Advisors confidently manage their client relationships using entries in Maximizer CRM’s Financial Services Edition. You’ll learn how to track, understand, and act on your client data. Whether you're searching for an existing client, documenting critical financial details, or following up with an email or task, this session gives you the skills to work efficiently and stay client-focused.
Free
Microsoft Outlook Integration and Mobile Access for Financial Advisors (End-Users)
This class is designed for Financial Advisors who want to learn how to integrate and optimize Outlook, Word, and mobile access to stay productive, compliant, and connected—whether you're in the office or meeting clients in the field. This session will walk you through setting up and using Maximizer with Microsoft Outlook and Word, followed by best practices for using Maximizer on your smartphone.
Free
Introduction to Maximizer (FSE) for Administrators
This class is designed to show the Maximizer Administrator the basics of Maximizer, from activating your own account, setting up your firm’s users, navigating the drop down menus, main modules and tabbed following windows, as well as setting up the calendar and hotlist, controlling emails and choosing how users will start their day.
Free
Exploring Accounts and Client Service Modules for Financial Advisors (End-Users)
This class is focused on two powerful modules in Maximizer CRM: Accounts and Client Service Plans. In the first half, you'll learn how to use the Accounts module to organize your book of business by financial product, track progress using customized stages, and view pipeline reports for forecasting and follow-up. In the second half, you'll explore how to use Client Service Plans to deliver consistent, high-quality service to your clients, while identifying trends and building repeatable workflows that drive long-term growth.
Free
Customizing Maximizer CRM for Sales Teams and Operations
Designed for Admins supporting Sales Leaders, this class focuses on tailoring Maximizer CRM for sales team operations. You'll learn how to build and apply custom fields, key field lists, and action plans. It also covers managing User Rights and privileges, as well as setting up CASL and Auditing.
Free