MAXIMIZER TRAINING ACADEMY
For administrators, end-users, and sales leaders
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.
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.
A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
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.
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.
A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions.
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.
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.
