MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For administrators, end-users, and sales leaders

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.

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Register Now Free 8 spots left

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.

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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.

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Register Now Free 8 spots left