MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For administrators, end-users, and sales leaders

System Administration Fundamentals

Master the core administrative functions that keep Maximizer CRM running smoothly. This class covers essential system preferences, user management, security configurations, and data integrity measures. Ideal for administrators responsible for day-to-day system operations and user support.

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Register Now Free 8 spots left

Advanced Client Management – Accounts, Client Service, and Leads

Dive deep into Maximizer's advanced client management features designed for financial services. This class covers the complete lifecycle of client relationships from lead generation through account management and ongoing client service. Administrators will learn to configure and optimize these modules for their organization's specific needs.

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Register Now Free 7 spots left

Microsoft Integration Suite – Outlook and Word

Seamlessly integrate Maximizer with Microsoft Office applications to enhance productivity and maintain workflow continuity. This class covers both Outlook and Word integration, enabling administrators to configure email synchronization, document templates, and automated correspondence features.

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Register Now Free 7 spots left

Data Import and Migration Strategies

Efficiently migrate data into Maximizer CRM with confidence and accuracy. This comprehensive class covers all aspects of data importing, from file preparation through mapping and validation. Administrators will learn to handle complex import scenarios and troubleshoot common issues.

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Register Now Free 5 spots left

App Directory and Advanced Integrations

Expand Maximizer's capabilities through third-party integrations and the App Directory. This advanced class explores available integrations, implementation strategies, and best practices for extending CRM functionality to meet specific business requirements.

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Register Now Free 8 spots left