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 On-Demand Training
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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