Instructor‐led Training for Individuals and Small Groups
All Maximizer training packages are designed to help you fully realize the value of your CRM investment. Leverage our online and onsite courses to drive higher user adoption and arm your team with the skills they need to be more productive.
This session is designed for those who are new to Maximizer CRM, and existing users interested in getting more value out of their software. This course takes you through the fundamentals of managing contacts within Maximizer, and effectively using the CRM software’s core capabilities.
This hands‐on learning experience focuses on the Marketing Campaign module, covering all the steps involved in implementing an automated email marketing campaign. Marketers and Managers learn about designing headers, footers and layout, setting up the email marketing module, connecting to audience lists, and setting up results tracking and reporting. Your marketing team will walk away with a modifiable templates to use for a campaign, along with knowledge on how to run it!
Each 100 minute training package session begins with a 20‐30 minute business process review. Once completed, our technician teaches you how to modify and configure custom and key fields, searches, action plans and dashboards, and helps you understand how the software addresses auditing and anti-spam regulations such as CASL Compliance.
Custom Fields – modify/create Custom Fields to capture even more pertinent information on your clients
Key Fields – modify/create Key Field views to capture the most important information on each client and display it on the Details Screen
Saved Searches – modify/create searches to segment clients into categories that make sense to you
Action Plans – tailor workflow templates to exactly match both your internal and client facing business processes
Specialized Dashboards – further modify the existing Dashboards, or create new ones to gain visibility into where your business stands, what you need to do next, and with whom
CASL Compliance – configure your system to work within CASL regulations
Auditing – optimize your system to keep track of who changed which field value, and when and what changes were made.
Starting at $225
If you need user training for a specific Maximizer CRM initiative, we can help. Our highly experienced workshop instructors will collaborate with your business leaders to determine requirements, and design a customized learning solution that meets your organization’s unique needs.
Online or Onsite
Starting at $225
All courses are taught on Maximizer CRM Live Web Access. Training can be conducted online, or our consultants can travel to your office anywhere in the world to deliver personalized, in‐person training.