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
24 classes found.
MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For administrators, end-users, and sales leaders
Classes
-
-
Learn More
-
-
Email Integration and Communication Templates
Learn MoreMaximize 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.
Free -
Customization and Views – Personalizing Your CRM Experience
Learn MoreLearn 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.
Free -
Microsoft Integration Suite – Outlook and Word
Learn MoreSeamlessly 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 -
Advanced Searching, Reports, and Data Management
Learn MoreThis 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.
Free -
Email Integration and Communication Templates
Learn MoreMaximize 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.
Free -
Customization and Views – Personalizing Your CRM Experience
Learn MoreLearn 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.
Free -
Microsoft Integration Suite – Outlook and Word
Learn MoreSeamlessly 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 -
Maximizer Fundamentals – Navigation, Searching, and Creating new Records
Learn MoreThis 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.
Free -
Data Import and Migration Strategies
Learn MoreEfficiently 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 -
-
Advanced Client Management – Accounts, Client Service, and Leads
Learn MoreDive 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 -
1-on-1 Dedicated Admin Support
Learn MoreA 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Introduction to Maximizer FSE for Wealth Advisors
Learn MoreWelcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive, hands-on class, Introduction to Maximizer FSE for Wealth Advisors, to teach students the foundations of Maximizer FSE. This class is recommended for brand new users of Maximizer FSE, existing Maximizer users transitioning from our Base or Read More...
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Email Integration and Communication Templates
Learn MoreMaximize 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.
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Customization and Views – Personalizing Your CRM Experience
Learn MoreLearn 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.
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Introduction to Maximizer FSE for Wealth Advisors
Learn MoreWelcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this comprehensive, hands-on class, Introduction to Maximizer FSE for Wealth Advisors, to teach students the foundations of Maximizer FSE. This class is recommended for brand new users of Maximizer FSE, existing Maximizer users transitioning from our Base or Read More...
Free -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free -
Microsoft Integration Suite – Outlook and Word
Learn MoreSeamlessly 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 -
Ask the Admin: 1-on-1 Dedicated Support
Learn MoreA complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
Free
