MAXIMIZER TRAINING ACADEMY

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For administrators, end-users, and sales leaders

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  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

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    Free

  • Microsoft Integration Suite – Outlook and Word

    Administrators, Financial Services Edition

    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.

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    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

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    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

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    Free

  • Advanced Client Management – Accounts, Client Service, and Leads

    Administrators, Financial Services Edition

    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.

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    Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

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    Register Now Free 1 spot left

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Currently full Free

  • Ask the Admin: 1-on-1 Dedicated Support

    Administrators, Base Edition, End-Users, Financial Services Edition, Sales Leader Edition

    A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.

    Learn More
    Register Now Free 1 spot left