Maximizer Software Simply Successful CRM
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Maximizer 9 - Level 1 ps
Questions? Call us.
1-800-800-610
Who should take this course:
  • New Maximizer users or users needing a refresher
  • New Maximizer administrators who want to know the fundamentals of the software before learning about administration

 

What You'll Learn

1) Enter Customer Information Properly

  • Create new accounts in your customer database
  • Use User-Defined Fields to profile and segment your customers and prospects
  • Learn key Maximizer terms

2) Work with Data Effectively and Efficiently

  • Use functions such as Quick Access and Recent entries to become more efficient
  • Use key fields to better manage your information
  • Use pre-defined searches to quickly retrieve specific records and information

3) Save time by tracking all customer communications and history

  • Use the Maxword editor to create documents and insert merge fields to personalize communications
  • Use e-mail with Maximizer and track all customer correspondence
  • Use Notes to track communications with customers

4) Manage time more effectively using the Hotlist and Calendar

  • Collaborate with others and share your hotlist and calendar
  • Assign tasks to other users to ensure prompt follow-up
Cost and Duration
  • $120 per person
  • 1 hour and 15 minutes
Registration
  1. Download and complete the registration form.
  2. Fax back to 612-9957 2711 to reserve your spot.
  3. You will receive an email confirmation, including your web login details and instructions on how to connect on-line.
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