Office Hours (Admin Support)
An hour for you to book / admin will be present for you to ask questions / open panel Q&A
Free
19 classes found.
MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For administrators, end-users, and sales leaders
Administrators
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
1-on-1 Dedicated Admin Support
A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
1-on-1 Dedicated Admin Support
A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
System Administration Fundamentals
Master the core administrative functions that keep Maximizer CRM running smoothly. This class covers essential system preferences, user management, security configurations, and data integrity measures. Ideal for administrators responsible for day-to-day system operations and user support.
Free
Advanced Client Management – Accounts, Client Service, and Leads
Dive deep into Maximizer's advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization's specific needs.
Free
Dashboard Creation and Business Intelligence
Transform data into actionable insights with Maximizer's dashboard capabilities. This class teaches administrators how to create compelling dashboards that provide real-time visibility into business performance. Learn to build custom indicators and organize information for different user roles and management levels.
Free
1-on-1 Dedicated Admin Support
A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
1-on-1 Dedicated Admin Support
A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
Microsoft Integration Suite – Outlook and Word
Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration, enabling administrators to configure email synchronization, document templates, and automated correspondence features.
Free
Data Import and Migration Strategies
Efficiently migrate data into Maximizer CRM with confidence and accuracy. This comprehensive class covers all aspects of data importing, from file preparation through mapping and validation. Administrators will learn to handle complex import scenarios and troubleshoot common issues.
Free
1-on-1 Dedicated Admin Support
A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
1-on-1 Dedicated Admin Support
A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
App Directory and Advanced Integrations
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.
Free
System Administration Fundamentals
Master the core administrative functions that keep Maximizer CRM running smoothly. This class covers essential system preferences, user management, security configurations, and data integrity measures. Ideal for administrators responsible for day-to-day system operations and user support.
Advanced Client Management – Accounts, Client Service, and Leads
Dive deep into Maximizer's advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization's specific needs.
Microsoft Integration Suite – Outlook and Word
Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration, enabling administrators to configure email synchronization, document templates, and automated correspondence features.
Data Import and Migration Strategies
Efficiently migrate data into Maximizer CRM with confidence and accuracy. This comprehensive class covers all aspects of data importing, from file preparation through mapping and validation. Administrators will learn to handle complex import scenarios and troubleshoot common issues.
App Directory and Advanced Integrations
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.