MAXIMIZER TRAINING ACADEMY
For administrators, end-users, and sales leaders
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This class focuses on various search methods and techniques to locate client data efficiently. Participants will learn to create saved searches, use advanced search criteria, and organize information using favourite lists for instant access. In addition, participants will learn how to locate and run interaction-based reports, and how to perform essential data management tasks.
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Free
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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
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1 class,
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Learn to customize Maximizer CRM to match your workflow and preferences. This class covers how to create personalized views, manage modules and tabs, and configure user preferences. Advisors will discover how to make the system work more efficiently for their specific needs and client management style.
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Free
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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.
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Free
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Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients, create professional email templates, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale.
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Free
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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.
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Free
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Ensure continuous productivity with comprehensive knowledge of Maximizer's support ecosystem. This final class covers all available support resources, common troubleshooting techniques, and self-help tools. Advisors will gain confidence in resolving issues independently and knowing when to seek additional help.
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Free
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