CRM Training Classes

MAXIMIZER TRAINING ACADEMY

3 classes 27 3 classes, 27 11:00 AM - 12:00 PM Maximizer 201 – Relationship Management Essentials for Canaccord July 27 @ 11:00 AM - 12:00 PM EDT Maximizer 201 – Relationship Management Essentials for Canaccord Maximizer 201 expands upon the foundational concepts introduced in Maximizer 101 and focuses on helping Canaccord advisory teams work more efficiently within Maximizer CRM. This session introduces advanced search techniques, relationship mapping, and methods for organizing and retrieving information quickly. Participants will learn how to create reusable searches, improve data visibility, and better understand relationships Read More... Register Now Free, 12:30 PM - 2:00 PM Maximizer 101 – Foundations of Maximizer CRM for Canaccord July 27 @ 12:30 PM - 2:00 PM EDT Maximizer 101 – Foundations of Maximizer CRM for Canaccord Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More... Register Now Free, 4:30 PM - 5:00 PM Get Set Up: Maximizer in Outlook 365 (Quick Start Session) July 27 @ 4:30 PM - 5:00 PM EDT Get Set Up: Maximizer in Outlook 365 (Quick Start Session) Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. Why Attend This Session Avoid delays. Eliminate setup issues. Start Read More... Register Now Free

6 classes 28 6 classes, 28 10:00 AM - 11:30 AM Maximizer 101 – Foundations of Maximizer CRM for Canaccord July 28 @ 10:00 AM - 11:30 AM EDT Maximizer 101 – Foundations of Maximizer CRM for Canaccord Welcome to Maximizer 101, the foundational training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session introduces users to the core structure, navigation, and daily workflows within Maximizer, ensuring advisors and support teams can confidently manage client information and interactions. This course is ideal for new users of Maximizer CRM, Read More... Register Now Free, 12:30 PM - 1:00 PM Get Set Up: Maximizer in Outlook 365 (Quick Start Session) July 28 @ 12:30 PM - 1:00 PM EDT Get Set Up: Maximizer in Outlook 365 (Quick Start Session) Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. Why Attend This Session Avoid delays. Eliminate setup issues. Start Read More... Register Now Free, 1:00 PM - 1:30 PM Ask the Admin: 1-on-1 Dedicated Support July 28 @ 1:00 PM - 1:30 PM EDT Ask the Admin: 1-on-1 Dedicated Support A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. Currently full Free + 3 More

3 classes 29 3 classes, 29 11:00 AM - 12:00 PM Maximizer 301 – IQ Boost for Canaccord July 29 @ 11:00 AM - 12:00 PM EDT Maximizer 301 – IQ Boost for Canaccord Maximizer 301 – IQ Boost introduces users to Maximizer’s intelligent productivity tools designed to help Canaccord advisory teams prepare for meetings faster, uncover important client insights, and improve overall efficiency. Participants will learn how to leverage AI-powered summaries and contextual information to streamline client preparation and improve advisor productivity. Duration: 50 Minutes Prerequisites: Maximizer 101 Read More... Register Now Free, 12:30 PM - 1:30 PM Maximizer 302 – Working in Outlook and Maximizer for Canaccord July 29 @ 12:30 PM - 1:30 PM EDT Maximizer 302 – Working in Outlook and Maximizer for Canaccord Maximizer 302 focuses on integrating Maximizer CRM with Microsoft Outlook to help Canaccord advisory teams work seamlessly between email communication and CRM activity management. Participants will learn how to save important communications, create leads, manage tasks, and access Maximizer information directly from Outlook. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More... Register Now Free, 1:00 PM - 2:30 PM Maximize Your Productivity with IQ Boost™ for Wealth Advisors July 29 @ 1:00 PM - 2:30 PM EDT Maximize Your Productivity with IQ Boost™ for Wealth Advisors Welcome to Maximizer Financial Services Edition (FSE), the leading CRM solution for Canadian Wealth Managers. Maximizer developed this 90-minute comprehensive, Introduction to IQ Boost™ for Wealth Advisors, to teach students how to use IQ Boost™ to spot growth opportunities faster and deliver outstanding client experiences without wasting hours digging through CRM records. This class is recommended Read More... Register Now Free

6 classes 30 6 classes, 30 10:30 AM - 11:00 AM Get Set Up: Maximizer in Outlook 365 (Quick Start Session) July 30 @ 10:30 AM - 11:00 AM EDT Get Set Up: Maximizer in Outlook 365 (Quick Start Session) Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. Why Attend This Session Avoid delays. Eliminate setup issues. Start Read More... Register Now Free, 11:30 AM - 12:30 PM Maximizer 304 – Managing Pipeline in Maximizer for Canaccord July 30 @ 11:30 AM - 12:30 PM EDT Maximizer 304 – Managing Pipeline in Maximizer for Canaccord Maximizer 304 teaches Canaccord advisory teams how to effectively manage sales pipelines and business development opportunities using Maximizer CRM. Participants will learn how to create and manage Opportunities, track deal progression, visualize pipeline activity, and maintain accurate opportunity data throughout the sales process. Duration: 50 Minutes Prerequisite: Maximizer 101 - Foundations of Maximizer CRM for Read More... Register Now Free, 1:00 PM - 1:30 PM Ask the Admin: 1-on-1 Dedicated Support July 30 @ 1:00 PM - 1:30 PM EDT Ask the Admin: 1-on-1 Dedicated Support A complimentary 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. Register Now Free + 3 More

3 classes 31 3 classes, 31 1:00 PM - 3:30 PM Maximizer 101/201 – Foundations & Relationship Management for Canaccord July 31 @ 1:00 PM - 3:30 PM EDT Maximizer 101/201 – Foundations & Relationship Management for Canaccord Welcome to Maximizer 101/201, a comprehensive training course designed specifically for Canaccord Genuity advisory teams using Maximizer CRM. This hands-on session combines foundational CRM concepts with practical relationship management workflows, helping advisors and support teams confidently manage client information, interactions, searches, and related records within Maximizer. Participants will learn how to navigate the platform efficiently, Read More... Register Now Free, 1:00 PM - 2:30 PM Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine July 31 @ 1:00 PM - 2:30 PM EDT Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine Le 20 mars de 13h à 14h30 Bienvenue dans Maximizer Édition services financiers (ESF), la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu cette introduction complète de 90 minutes à IQ Boost™ pour les conseillers en patrimoine afin d'apprendre aux participants à utiliser IQ Boost™ pour identifier plus rapidement les opportunités Read More... Register Now Free, 5:30 PM - 6:00 PM Get Set Up: Maximizer in Outlook 365 (Quick Start Session) July 31 @ 5:30 PM - 6:00 PM EDT Get Set Up: Maximizer in Outlook 365 (Quick Start Session) Before you attend the training workshop on Turn Emails into Action, you need to make sure your environment is ready. This short, guided session walks you through installing and configuring Maximizer in Outlook so you can hit the ground running in your full training session. Why Attend This Session Avoid delays. Eliminate setup issues. Start Read More... Register Now Free

For Wealth Advisors and Administrators