MAXIMIZER TRAINING ACADEMY

CRM Training Classes

For administrators, end-users, and sales leaders

Maximizer Fundamentals – Navigation, Searching, and Creating new Records

This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system, understand the three types of records, review a client profile, and create new records. In addition, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system, locate, review, and add client information.

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Register Now Free 7 spots left

Client Management

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.

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Register Now Free 8 spots left

Advanced Searching, Reports, and Data Management

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.

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Register Now Free 8 spots left

Customization and Views – Personalizing Your CRM Experience

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.

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Register Now Free 7 spots left

Email Integration and Communication Templates

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.

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Register Now Free 8 spots left

Support Resources and Troubleshooting

Ensure continuous productivity with comprehensive knowledge of Maximizer's support ecosystem. This final class covers all available support resources, common troubleshooting techniques, and self-help tools. Advisors will gain confidence in resolving issues independently and knowing when to seek additional help.

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Register Now Free 8 spots left