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24 classes found.
MAXIMIZER TRAINING ACADEMY
CRM Training Classes
For Wealth Advisors and Administrators
Classes
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Maximize Your Productivity with IQ Boost™ for Wealth Advisors
Learn MoreWelcome 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 Read More...
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Introduction à Maximizer FSE pour les conseillers en gestion de patrimoine
Learn MoreBienvenue dans Édition Services Financiers Maximizer (ESF), la solution CRM de référence pour les gestionnaires de patrimoine canadiens. Maximizer a conçu ce cours pratique et complet, Introduction à Maximizer ESF pour les conseillers en patrimoine, afin d'enseigner aux participants Read More...
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Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Learn MoreWelcome 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 Read More...
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Maximizer 301 – IQ Boost for Canaccord
Learn MoreMaximizer 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. Read More...
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Maximizer 302 – Working in Outlook and Maximizer for Canaccord
Learn MoreMaximizer 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 Read More...
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Optimisez votre productivité avec IQ Boost™ pour les conseillers en gestion de patrimoine
Learn MoreLe 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 Read More...
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Maximizer 101/201 – Foundations & Relationship Management for Canaccord
Learn MoreWelcome 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, Read More...
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Maximizer 302 – Working in Outlook and Maximizer for Canaccord
Learn MoreMaximizer 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 Read More...
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Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Learn MoreWelcome 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 Read More...
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Maximizer 201 – Relationship Management Essentials for Canaccord
Learn MoreMaximizer 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, Read More...
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Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Learn MoreWelcome 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 Read More...
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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 Read More...
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Maximizer 301 – IQ Boost for Canaccord
Learn MoreMaximizer 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. Read More...
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Maximizer 201 – Relationship Management Essentials for Canaccord
Learn MoreMaximizer 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, Read More...
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Maximizer 303 – Leads Management in Maximizer for Canaccord
Learn MoreMaximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn Read More...
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Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Learn MoreWelcome 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 Read More...
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Maximizer 304 – Managing Pipeline in Maximizer for Canaccord
Learn MoreMaximizer 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 Read More...
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Maximizer 101/201 – Foundations & Relationship Management for Canaccord
Learn MoreWelcome 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, Read More...
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Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Learn MoreWelcome 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 Read More...
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Maximizer 303 – Leads Management in Maximizer for Canaccord
Learn MoreMaximizer 303 introduces the lead management process within Maximizer CRM and teaches Canaccord advisory teams how to effectively track prospective business opportunities from initial inquiry through conversion. Participants will learn Read More...
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Maximizer 201 – Relationship Management Essentials for Canaccord
Learn MoreMaximizer 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, Read More...
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Maximizer 101 – Foundations of Maximizer CRM for Canaccord
Learn MoreWelcome 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 Read More...
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Maximizer 301 – IQ Boost for Canaccord
Learn MoreMaximizer 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. Read More...
