Maximizer 9 - Level 1

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

• $40 (USD) per user
• 1 hr Pre-Recorded Tutorial