Office Hours (Admin Support)
An hour for you to book / admin will be present for you to ask questions / open panel Q&A
Free
24 classes found.
MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For administrators, end-users, and sales leaders
Financial Services Edition
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
Maximizer Fundamentals – Navigation, Searching, and Creating new Records
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
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.
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.
Client Management
Streamline your client interactions and stay organized with Maximizer's communication and task management features. This class covers logging interactions, managing tasks, scheduling appointments, and using action plans to automate repetitive processes. Perfect for advisors who want to enhance their client service and follow-up capabilities.
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.
Advanced Searching, Reports, and Data Management
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.
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.
Customization and Views – Personalizing Your CRM Experience
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.
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.
Email Integration and Communication Templates
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.
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.
Support Resources and Troubleshooting
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.
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.
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.
Maximizer Fundamentals – Navigation, Searching, and Creating new Records
This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system, understand the three types of records, review a client profile, and create new records. In addition, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system, locate, review, and add client information.
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.
Client Management
Streamline your client interactions and stay organized with Maximizer's communication and task management features. This class covers logging interactions, managing tasks, scheduling appointments, and using action plans to automate repetitive processes. Perfect for advisors who want to enhance their client service and follow-up capabilities.
Advanced Searching, Reports, and Data Management
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.
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.
Customization and Views – Personalizing Your CRM Experience
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.
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.