Maximizer CRM
Training Packages

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Instructor‐led Training for Individuals and Small Groups

All Maximizer training packages are designed to help you fully realize the value of your CRM investment. Leverage our online and onsite courses to drive higher user adoption and arm your team with the skills they need to be more productive.

These prices are indicative, as prices may vary according to project size, customization required, geographic location and Maximizer Solution Provider implementation.

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Core Functionality
User Training

100 minutes – £250

This session is designed for those who are new to Maximizer CRM, and existing users interested in getting more value out of their software. This course takes you through the fundamentals of managing contacts within Maximizer, and effectively using the CRM software’s core capabilities.

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Topics covered:

  • Basic Program Interface (Lists, Column Views, Quick Access)
  • Recording Correspondence
  • Email Integration
  • Finding and Displaying Customer Information
  • Organizing Time
  • User Preferences
  • Additional Functionality
  • Microsoft Office Connectors
  • Customizations

Sales & Opportunities
Module Training

100 minutes – £250

This training package is for Sales Representatives and Department Managers who want to learn how to effectively use the Opportunity module.
Prerequisite: Core Functionality User Training.

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Topics covered:

  • Lead Tracking and Management
  • Opportunities
  • Time Management
  • Action Plans
  • User Defined Fields for Sales
  • Web Access & Mobile Access interfaces
  • Dashboard & Reporting
  • Advanced Excel Export
  • Opportunity Strategies

Customer Service
Module Training

100 minutes – £250

For Customer Service, Technical Reps and Department Managers who want to learn how to effectively enter, manage and track support and service cases.
Prerequisite: Core Functionality User Training.

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Topics covered:

  • Customer Service & Technical Support
  • Case Monitoring and Notifications
  • Time Management
  • Action Plans
  • Knowledge Base
  • User Defined Fields Dashboards Reporting
  • Advanced Excel Export

Marketing Campaigns
Workshop

5 hours – £625

This hands‐on learning experience focuses on the Marketing Campaign module, covering all the steps involved in implementing an automated email marketing campaign. Marketers and Managers learn about designing headers, footers and layout, setting up the email marketing module, connecting to audience lists, and setting up results tracking and reporting. Your marketing team will walk away with a modifiable templates to use for a campaign, along with knowledge on how to run it!

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Topics covered:

  • Components of an Email Campaign
  • Creating an Email Template
  • Launching a New Campaign
  • Fixed Date versus Ongoing Campaigns
  • Campaign Status & Results Tracking

Wealth Manager CRM
Training Package

100 minutes – £250

Each 100 minute training package session begins with a 20‐30 minute business process review. Once completed, our technician teaches you how to modify and configure custom and key fields, searches, action plans and dashboards, and helps you understand how the software addresses auditing and anti-spam regulations such as CASL Compliance.

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Topics covered:

  • Custom Fields – modify/create Custom Fields to capture even more pertinent information on your clients
  • Key Fields – modify/create Key Field views to capture the most important information on each client and display it on the Details Screen
  • Saved Searches – modify/create searches to segment clients into categories that make sense to you
  • Action Plans – tailor workflow templates to exactly match both your internal and client facing business processes
  • Specialized Dashboards – further modify the existing Dashboards, or create new ones to gain visibility into where  your business stands, what you need to do next, and with whom
  • CASL Compliance – configure your system to work within CASL regulations
  • Auditing – optimize your system to keep track of who changed which field value, and when and what changes were made.

Tailored Workshops

Starting at £140

If you need user training for a specific Maximizer CRM initiative, we can help. Our highly experienced workshop instructors will collaborate with your business leaders to determine requirements, and design a customized learning solution that meets your organization’s unique needs.

Online or Onsite

Starting at £140

All courses are taught on Maximizer CRM Live Web Access. Training can be conducted online, or our consultants can travel to your office anywhere in the world to deliver personalized, in‐person training.

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