Maximizer Software Simply Successful CRM

Enterprise 9 - Level II

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

Who should take this course:

1) Maximizer Enterprise users already familiar with the basics covered
in Enterprise 9 - Level I
2) Managers and users in sales, marketing, customer service departments
3) Maximizer Enterprise administrators who want to know the fundamentals of the software before learning about administration

What You'll Learn

1) Work with Data Effectively and Efficiently

  • Relate, Combine and Move your entries to reflect changes in your address book
  • Create custom column views to help make data entry and viewing more efficient
  • Build simple and complex searches using the advanced search capabilities in Maximizer Enterprise to target specific customer segments
  • Create and use favorite lists to maximize your efficiency
  • Create user-defined fields to effectively store information to segment and profile your customers
  • Save time by performing global edits to update large groups of address book records

2) Communicate with your Customers

  • Create custom mailing labels to help make contacting your customers easier
  • Write documents in Microsoft Word and attach them to customer records to track complete history, including merge letters, Adobe Acrobat documents and images

3) Expand your use of Microsoft Outlook

  • Synchronize your contacts and appointments to Microsoft Outlook for greater flexibility

4) Learn More About your Customers

  • Use pre-formatted reports to retrieve valuable information about your customers
  • Learn how to export your column reports to Microsoft Excel
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

max

top

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

copyright