CRM Services

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Extend the Value of Your CRM Solution

Our team of highly experienced Professional Services Consultants and global network of Certified Solution Providers can help transform your business while maximizing the value of your CRM Software.

Professional Services in Action

Monitor inbound and outbound call follow up

Asset Marketing’s existing systems were unable to track customer and prospect calls, leading to potential revenue losses and low client satisfaction.

Case Study

Track correspondence, issues and resolution

Alliance Abroad Group urgently needed to track employees, employers, and all correspondence including meeting dates, accommodation and issues.

Case Study

Automatically capture student course registrations

Campus Manitoba needed an easy way to keep track of students who registered for an online course at one school, while enrolled in another.


Keep a close eye on owners, projects and resource availability

Viking Air needed an efficient non-paper based process for tracking owners, aircraft and the individual parts required to maintain full functionality.


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CRM Services Portfolio

Certified Consultants with deep technical expertise in cloud technologies, web development and integration are available worldwide to support your full implementation lifecycle; from closed loop lead tracking to sales forecasting, customer service, activity tracking and much more. Choose from a range of professional services options designed to get you up and running quickly and smoothly.

Installation and Upgrade Assistance

The faster your Maximizer CRM software is up and running, the sooner your business can profit from your investment. Choose an installation or upgrade package to get your CRM database, email and web servers configured properly from day one.

Browse Installation and Upgrade Packages

Training Packages

There’s no value in rolling out a CRM system that no one uses. Ramp up adoption and return on investment (ROI) by tapping into instructor-led training for Sales, Marketing, Customer Service, Managers and Administrators, delivered by experts who know Maximizer CRM inside and out.

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More Value-Add Services

CRM project and change management consulting
Business analysis assistance in requirements, design and testing
Development assistance, customization and integrations
Cloud integration and portal development
ERP and financial system integrations
Performance, workflow and data management
Call center integration.

Get the most out of your cloud or on-premise CRM system.
Book a complimentary Services Consultation today

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