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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
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