Maximizer CRM 102 On-Demand Training

This second installment of our free online training will look deeper into the functionality of this powerful, yet simple to use program. A full training agenda can be found on this page, below the embedded video.

Maximizer CRM 102 Training Agenda

How can I characterize and track my contacts?

  • Set up and use User Defined Fields (UDFs )
  • Set up and use Key Field Lists


How do I segment my Database?

  • Perform and catalogue Advanced Searches
  • Create and retrieve Favorite Lists


How can I use those segmentation tools?

  • Set up and use Quick Access
  • Set up and use Dashboards


How do I work with Leads?

  • Enter Leads into the Leads Module
  • Convert your Leads into Opportunities

What happens when a Lead becomes an Opportunity?

  • Set up and use Opportunity Processes and Stages
  • Use Action Plans to develop an Opportunity
  • Use the Pipeline report to track your progress


How do I take care of my customers?

  • Create Customer Service Cases to handle problems
  • Look for patterns in your Customer Service cases
  • Use Action Plans to build customer relationships


How do I become a killer road warrior?

  • Use Mobile Access with your smart phone
  • Use the Mobile App with your smart phone


What Support Resources are available to me?

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