OVERVIEW
Maximizer CRM
Training Packages
OVERVIEW Maximizer CRM Training Packages 2
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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 effective and productive.
Instructor-led Training for
Individuals and Small Groups
Core Functionality User Training Duration: 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 software’s core capabilities
The session covers:
• 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 Duration: 100 minutes
£250
This training package is for Sales
Representatives and Department Managers who have completed the Core User training, and want to learn how to effectively use the Opportunity module.
The session covers:
• 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
Not all dealers understand the value that automating certain processes around cus-tomer relationship management.
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Wealth Manager CRM Training
Duration: 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 the following key areas:
• 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, when, and what changes were made
Customer Service Module Training Duration: 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.
The session covers:
• 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
Duration: 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!
This session covers:
• What is an Email Campaign • Creating an Email Template • Launching a New Campaign
• Fixed Date versus Ongoing Campaigns • Campaign Status And Results Tracking
OVERVIEW Maximizer CRM Training Packages 4
Online or Onsite
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.
To schedule a Training session for your team,
click here. Unlimited User Training
£18 per user per month
Make sure every user has access to the help they need during their first year of use and beyond. Sign up for unlimited* training
sessions to keep adoption and effectiveness high. Additional seminar style courses can be provided on a bi-monthly basis.
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.
* Based on 48 hours notice and mutual availability. Annual
About Maximizer
Maximizer CRM is fueling the growth of businesses around the world.
Our CRM solutions come fully loaded with the core Sales, Marketing and Service functionality companies need to optimize sales productivity, accelerate marketing and improve customer service. With flexible on-premise, our cloud and your cloud deployment options, tailored-to-fit flexibility, state-of-the art security infrastructure, industry-specific editions and anywhere/ anytime mobile access, Maximizer is the affordable CRM solution of choice.
From offices in North America, Europe, Middle East, Africa and AsiaPac, and a worldwide network of certified business partners, Maximizer has shipped over one million licenses to more than 120,000 customers worldwide.
About Maximizer
Maximizer CRM is fueling the growth of businesses around the world.
Our CRM solutions come fully loaded with the core Sales, Marketing and Service functionality companies need to optimize sales productivity, accelerate marketing and improve customer service. With flexible on-premise, our cloud and your cloud
deployment options, tailored-to-fit flexibility, state-of-the art security infrastructure, industry-specific editions and anywhere/ anytime mobile access, Maximizer is the affordable CRM solution of choice. From offices in North America, Europe, Middle East, Africa and AsiaPac, and a worldwide network of certified business partners, Maximizer has shipped over one million licenses to more than 120,000 customers worldwide.
Certifications
AMERICAS ( HEAD OFFICE ) Maximizer Services Inc. 208 West 1st Avenue Vancouver, BC V5Y 3T2 Canada Sales +1 800 804 6299 Phone +1 604 601 8000 Email [email protected] Website www.maximizer.com
EUROPE / MIDDLE EAST / AFRICA Maximizer Software Ltd. 1 The Courtyard, Eastern Road Bracknell, Berkshire
RG12 2XB United Kingdom
Phone +44 (0)1344 766 900
Email [email protected]
Website www.maximizer.com/uk
AUSTRALIA / NEW ZEALAND Maximizer Software Solutions Pty. Ltd.
Level 1, Suite 14, 32 Delhi Road North Ryde, New South Wales 2113 Australia
Phone +61 (0)299 572 011
Email [email protected]
