Maximizer Software Simply Successful CRM

Enterprise 9 - Level 1

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Questions? Call us.
1-866-416-0557

Who should take this course:

1) New Maximizer Enterprise users or users needing a refresher
2) New Maximizer Enterprise administrators who want to know the fundamentals of the software before learning about administration
3) Maximizer Enterprise users in every department - sales, marketing, customer service, accounting

What You'll Learn

1) Enter Customer Information Properly

  • Create new accounts in your customer database - understand the difference between companies, contacts, and individuals
  • Use User-Defined Fields to profile and segment your customers and prospects

2) Work with Data Effectively and Efficiently

  • Use the My Work Day screen to better manage your time
  • Use functions such as Quick Access and Recent entries to become more efficient
  • Use fields such as partner, category and lead status 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 Enterprise and track all customer correspondence
  • Use Notes to track communications with customers

4) Manage time more effectively using the Hotlist and Calendar

5) Back-up your Address Book using Maximizer's Quick Back-up capabilities

Cost and Duration
  • $55 $70 (USD) per user ( Price Promotion expires August 31, 2008. Maintenance Discount CANNOT be applied during the promotional period.)
  • 1 hr. 15 min. Pre-Recorded Tutorial
Registration

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Speak directly to the experts at 1-866-416-0557 or e-mail us to request further information.

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