Maximizer CRM Training Packages

Size: px
Start display at page:

Download "Maximizer CRM Training Packages"

Transcription

1 OVERVIEW Maximizer CRM Training Packages MAXIMIZER CRM EMEA Published By

2 Instructor-led Training for Individuals and Small Groups All Maximizer training packages are designed to help you fully realize the value of your CRM investment. Leverage our online and onsite courses to drive higher user adoption and arm your team with the skills they need to be more effective and productive. 1 Core Functionality User Training This session is designed for those who are new to Maximizer CRM, and existing users interested in getting more value out of their software. This course takes you through the fundamentals of managing contacts within Maximizer, and effectively using the software s core capabilities Basic Program Interface (Lists, Column Views, Quick Access) Recording Correspondence Integration Finding and Displaying Customer Information Organizing Time User Preferences Additional Functionality Microsoft Office Connectors 2 Sales & Opportunities Module Training This training package is for Sales Representatives and Department Managers who have completed the Core User training, and want to learn how to effectively use the Opportunity module. Lead Tracking and Management Opportunities Time Management Action Plans User Defined Fields for Sales Web Access & Mobile Access interfaces Dashboard & Reporting Advanced Excel Export Opportunity Strategies Customizations 2

3 3 Customer Service Module Training For Customer Service, Technical Reps and Department Managers who want to learn how to effectively enter, manage and track support and service cases. Prerequisite: Core Functionality User Training. Customer Service & Technical Support Case Monitoring and Notifications Time Management Action Plans Knowledge Base User Defined Fields Dashboards & Reporting Advanced Excel Export 4 Marketing Campaigns Workshop Duration: 5 hours 625 This hands-on learning experience focuses on the Marketing Campaign module, covering all the steps involved in implementing an automated marketing campaign. Marketers and Managers learn about designing headers, footers and layout, setting up the marketing module, connecting to audience lists, and setting up results tracking and reporting. Your marketing team will walk away with a modifiable templates to use for a campaign, along with knowledge on how to run it! This session covers: What is an Campaign Creating an Template Launching a New Campaign Fixed Date versus Ongoing Campaigns Campaign Status And Results Tracking 5 Wealth Manager CRM Training Each 100 minute training package session begins with a minute business process review. Once completed, our technician teaches you how to modify and configure the following key areas: Custom Fields modify/create Custom Fields to capture even more pertinent information on your clients Key Fields modify/create Key Field views to capture the most important information on each client and display it on the Details Screen Saved Searches modify/create searches to segment clients into categories that make sense to you Action Plans tailor workflow templates to exactly match both your internal and client facing business processes Specialized Dashboards further modify the existing Dashboards, or create new ones to gain visibility into where your business stands, what you need to do next, and with whom CASL Compliance configure your system to work within CASL regulations Auditing optimize your system to keep track of who changed which field value, when, and what changes were made 3

4 Unlimited User Training 18 per user per month Make sure every user has access to the help they need during their first year of use and beyond. Sign up for unlimited * training sessions to keep adoption and effectiveness high. Additional seminar style courses can be provided on a bi-monthly basis. Online or Onsite All courses are taught on Maximizer CRM Live Web Access. Training can be conducted online, or our consultants can travel to your office anywhere in the world to deliver personalized, in-person training. Tailored Workshops Starting at 140 To schedule a Training session for your team, click here. If you need user training for a specific Maximizer CRM initiative, we can help. Our highly experienced workshop instructors will collaborate with your business leaders to determine requirements, and design a customized learning solution that meets your organization s unique needs. * Based on 48 hours notice and mutual availability. Annual contract for all users required. 4

5 About Maximizer Certifications Maximizer CRM is fueling the growth of businesses around the world. Our CRM solutions come fully loaded with the core Sales, Marketing and Service functionality About Maximizer companies need to optimize sales productivity, accelerate marketing and improve Maximizer customer CRM is service. fueling With the growth flexible of businesses around the world. on-premise, our cloud and your cloud deployment Our CRM solutions options, come tailored-to-fit fully loaded flexibility, with the core Sales, Marketing and Service functionality state-of-the companies need art security to optimize infrastructure, sales productivity, accelerate marketing and improve customer industry-specific service. With flexible editions on-premise, and anywhere/ our cloud and your cloud deployment options, tailored-tofit flexibility, anytime mobile state-of-the access, Maximizer art security is the infrastructure, industry-specific editions and anywhere/ affordable anytime mobile CRM solution access, Maximizer of choice. is the affordable CRM solution of choice. From From offices offices in in North North America, America, Europe, Europe, Middle East, Africa and AsiaPac, and a worldwide network Middle of certified East, business Africa and partners, AsiaPac, Maximizer and a has shipped over one million licenses to more than worldwide 120,000 customers network of worldwide. certified business partners, Maximizer has shipped over one million licenses to more than 120,000 customers worldwide. AMERICAS ( HEAD OFFICE ) Maximizer Services Inc. 208 West 1st Avenue Vancouver, BC V5Y 3T2 Canada Sales Phone Website EUROPE / MIDDLE EAST / AFRICA Maximizer Software Ltd. 1 The Courtyard, Eastern Road Bracknell, Berkshire RG12 2XB United Kingdom Phone +44 (0) Website AUSTRALIA / NEW ZEALAND Maximizer Software Solutions Pty. Ltd. Level 1, Suite 14, 32 Delhi Road North Ryde, New South Wales 2113 Australia Phone +61 (0) Website WWW. MA XIMIZER.COM Copyright 2015 Maximizer Services Inc., Maximizer Software Ltd., Maximizer Software Solutions Pty. Ltd. All rights reserved. Maximizer CRM is a registered trademark of Maximizer Software Inc. Maximizer CRM, Maximizer CRM Live, Maximizer Contact Management, and other product names may be trademarks of their respective holders. This is for information purposes only. MAXIMIZER SOFTWARE INC. MAKES NO WARRANTIES, EXPRESSED OR IMPLIED, IN THIS SUMMARY.

Corporate Cleaning Services Ltd.

Corporate Cleaning Services Ltd. CASE STUDY Corporate Cleaning Services Ltd. SERVICES Published By Maximizer s Mobile CRM solution helps Corporate Cleaning Services take customer service to a new level CCS has been utilizing Maximizer

More information

StepForth Placement Inc.

StepForth Placement Inc. CASE STUDY StepForth Placement Inc. SERVICES BUSINESS Published By Maximizer chosen over ACT! and Goldmine for StepForth s Contact Management System In the embryonic world of search engine marketing, StepForth

More information

Maximizer CRM in Our Cloud

Maximizer CRM in Our Cloud DATA SHEET Maximizer CRM in Our Cloud MAXIMIZER CRM Published By Compare the two editions of Maximizer CRM Live in detail below... Lite Basic Package Options Base cost 25 /User/Month 32.50 /User/Month

More information

Feature Comparison MAXIMIZER CRM. Published By. DATA SHEET Feature Comparison 1

Feature Comparison MAXIMIZER CRM. Published By. DATA SHEET Feature Comparison 1 DATA SHEET Feature Comparison MAXIMIZER CRM Published By DATA SHEET Feature Comparison 1 Feature Comparison Maximizer CRM Live gives you access to your data anytime anywhere. There are countless reasons

More information

Steele Capital Management

Steele Capital Management CASE STUDY Steele Capital Management FINANCIAL SERVICE Published By Building Asset Value with Personal Relationships Operating in the high-touch, relationship-driven financial services industry, Steele

More information

CRM for Customer Service and Support

CRM for Customer Service and Support OV E RV I E W CRM for Customer Service and Support MAXIMIZER CRM Published By Maximize satisfaction. Drive repeat business Servicing customers effectively is a key component in growing your business through

More information

CRM for Business Intelligence

CRM for Business Intelligence DATA SHEET CRM for Business Intelligence MAXIMIZER CRM Published By Real-time visibility into your business Strategize effectively and make informed business decisions with timely, accurate insight into

More information

Thames Valley Asset Finance

Thames Valley Asset Finance CASE STUDY Thames Valley Asset Finance FINANCE Published By 2 Thames Valley Asset Finance on the fast track with Maximizer CRM Fast Car Finance is a leading UK independent car finance brokerage and a division

More information

DATA SHEET. Workflow Automation MAXIMIZER CRM. Published By

DATA SHEET. Workflow Automation MAXIMIZER CRM. Published By DATA SHEET Workflow Automation MAXIMIZER CRM Published By Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with

More information

Version Comparison MAXIMIZER CRM 2016. Published By. DATA SHEET Version Comparison 1

Version Comparison MAXIMIZER CRM 2016. Published By. DATA SHEET Version Comparison 1 DATA SHEET Version Comparison MAXIMIZER Published By DATA SHEET Version Comparison 1 Version Comparison, released October 14, 2015, includes many new features and enhancements designed to deliver increased

More information

CRM for Marketing MAXIMIZER CRM. Published By

CRM for Marketing MAXIMIZER CRM. Published By OV E RV I E W CRM for Marketing MAXIMIZER CRM Published By Create, attract, retain and delight customers, profitably Maximizer s built-in marketing tools mean you can simply and effectively plan, budget,

More information

Maximizer CRM For Sales

Maximizer CRM For Sales OVERVIEW Maximizer CRM For Sales MAXIMIZER CRM Published By Increase productivity and sales effectiveness to optimize opportunities and drive revenue From quote to close, sales executives and frontline

More information

5 STEPS TO Identifying Your Profitable Target Audience PUBLISHED BY

5 STEPS TO Identifying Your Profitable Target Audience PUBLISHED BY 5 STEPS TO Identifying Your Profitable Target Audience PUBLISHED BY You know that profiling your target audience is the best business practice... BUT WHY? Even children try to identify the right audience

More information

HOW TO USE MARKETING AND SALES ANALYTICS TO DRIVE RETURN ON INVESTMENT

HOW TO USE MARKETING AND SALES ANALYTICS TO DRIVE RETURN ON INVESTMENT HOW TO USE MARKETING AND SALES ANALYTICS TO DRIVE RETURN ON INVESTMENT INTRODUCTION Marketing and sales analytics are vital to any inbound marketing strategy, as they arm businesses with significant decision-making

More information

Faronics Power Save Dashboard. Last modified: July 2012

Faronics Power Save Dashboard. Last modified: July 2012 1 Last modified: July 2012 2 1999-2012 Faronics Corporation. All rights reserved. Faronics, Deep Freeze, Faronics Core, Anti-Executable, Faronics Device Filter, Faronics Power Save, Faronics Insight, Faronics

More information

Maximizer CRM 2016 Overview

Maximizer CRM 2016 Overview OVERVIEW Overview A COMPREHENSIVE LOOK AT MAXIMIZER S LATEST CRM SOLUTIONS Published By About Good customer relationships are at the heart of business success. As a pioneer in the Customer Relationship

More information

Epicor ERP Education

Epicor ERP Education Epicor ERP Education Epicor ERP Education Epicor ERP is designed to improve business process and operational efficiency. For the software to deliver on its value, end users need to have a sound knowledge

More information

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012 What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration

More information

Compare versions with Maximizer CRM 12: Summer 2013

Compare versions with Maximizer CRM 12: Summer 2013 Compare versions with Maximizer CRM 12: Summer Group and Enterprise Editions The Summer release of 12 continues to build on the theme of enhanced performance, usability and productivity while maintaining

More information

Maximizer CRM. Sales VERSION COMPARISON

Maximizer CRM. Sales VERSION COMPARISON CRM VERSION COMPARISON, released October 1, 2014, includes many new features and enhancements designed to deliver increased flexibility, intelligence, and security. Sales Opportunities following tab in

More information

Epicor Manufacturing. Express Edition

Epicor Manufacturing. Express Edition Epicor Manufacturing Express Edition Epicor Manufacturing Express Edition ERP Software for Manufacturers Epicor Manufacturing Express Edition is a comprehensive software solution for job shops and small

More information

Getting Started Guide for Group and Enterprise Editions

Getting Started Guide for Group and Enterprise Editions Getting Started Guide for Group and Enterprise Editions Maximizer CRM 12 is specifically designed for small and medium-sized businesses and corporate divisions of large companies. By integrating sales,

More information

Expre Expr ss Edition ess Edition

Expre Expr ss Edition ess Edition Epicor Distribution Express Edition ERP Software for Distribution Epicor Distribution Express Edition is a comprehensive software system designed specifically for small and mid-sized distributors, that

More information

Registered Trademarks and Proprietary Names

Registered Trademarks and Proprietary Names 123 User's Guide Notice of Copyright Published by Maximizer Software Inc. Copyright 1988-2010 All rights reserved. Registered Trademarks and Proprietary Names Product names mentioned in this document

More information

CRM for Business Intelligence

CRM for Business Intelligence CRM for Business Intelligence Real-time visibility into your business Strategise effectively and make informed business decisions with timely, accurate insight into your organisation. Maximizer CRM 2015

More information

Compare versions with Maximizer CRM 12: Winter 2012

Compare versions with Maximizer CRM 12: Winter 2012 Compare versions with Maximizer CRM 12: Winter 2012 Group and Enterprise Editions The Winter release of Maximizer CRM 12 continues to build on the theme of enhanced performance, usability and productivity

More information

Anti-Executable Dashboard. Last modified: August 2012

Anti-Executable Dashboard. Last modified: August 2012 1 Last modified: August 2012 2 1999-2012 Faronics Corporation. All rights reserved. Faronics, Deep Freeze, Faronics Core, Anti-Executable, Faronics Device Filter, Faronics Power Save, Faronics Insight,

More information

Epicor Financial Services Overview. Business without Barriers

Epicor Financial Services Overview. Business without Barriers Epicor Financial Services Overview Business without Barriers Epicor Financial Services Software for Today s Dynamic Business Climate Epicor Financial Services is designed to address the various financial

More information

Maximizer CRM Group Edition

Maximizer CRM Group Edition Maximizer CRM Group Full featured and affordable CRM for small to medium sized enterprises Maximizer CRM Group is a fullfeatured CRM software solution that enables teams of up to ten users to work together

More information

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS

ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS ATTRACT PROSPECTS ENGAGE CUSTOMERS SUCCEED IN YOUR BUSINESS Maximizer CRM is a completely integrated sales, marketing and customer service and support management solution that enables you to attract prospects,

More information

Getting Started Guide

Getting Started Guide Getting Started Guide Maximizer is a contact manager designed to help individuals, home offices, and small businesses succeed by helping them maximize their time, create satisfied customers, and increase

More information

6 Ways To Keep Sales Happy, Motivated And Selling

6 Ways To Keep Sales Happy, Motivated And Selling EBOOK 6 Ways To Keep Sales Happy, Motivated And Selling MAXIMIZER CRM Published By Table of Contents How To Be A Sales Coach, Not A Sales Manager 4 How To Set Achievable Goals 7 What Sales Tools To Provide

More information

Registered Trademarks and Proprietary Names

Registered Trademarks and Proprietary Names 123 User's Guide Notice of Copyright Published by Maximizer Software Inc. Copyright 1988-2010 All rights reserved. Registered Trademarks and Proprietary Names Product names mentioned in this document

More information

Maximizer CRM Enterprise Edition

Maximizer CRM Enterprise Edition Maximizer CRM Enterprise Innovative and sophisticated CRM for medium to large organisations Today s demanding medium to largesized businesses are challenged with competing in a fierce market against tough

More information

SYSPRO Reporting Services

SYSPRO Reporting Services SYSPRO Reporting Services Desktop to the Boardroom Preview Document Introduction SYSPRO Reporting Services is the next-generation reporting system planned to replace all standard reports within the SYSPRO

More information

Salesforce Certified Marketing Cloud Social Specialist Study Guide

Salesforce Certified Marketing Cloud Social Specialist Study Guide Salesforce Certified Marketing Cloud Social Specialist Study Guide Spring 16 STUDY GUIDE 0 Contents SECTION 1. PURPOSE OF THIS STUDY GUIDE... 2 SECTION 2. ABOUT THE SALESFORCE CERTIFIED MARKETING CLOUD

More information

Faronics Core Migration Guide

Faronics Core Migration Guide 1 2 Last modified: November, 2009 1999-2009 Faronics Corporation. All rights reserved. Faronics, Deep Freeze, Faronics Core Console, Faronics Anti-Executable, Faronics Device Filter, Faronics Power Save,

More information

How To Use A Cloud Based Crom Live Solution

How To Use A Cloud Based Crom Live Solution Overview & Highlights- Maximizer CRM Live In today s world, businesses need a tool that helps flourish client relationships. Maximizer CRM Live is that tool for our firm. Maximizer CRM Live saves money,

More information

Version Comparison. Maximizer CRM 12 Winter Version Comparison Chart. Performance, Usability, Simplicity Enhanced

Version Comparison. Maximizer CRM 12 Winter Version Comparison Chart. Performance, Usability, Simplicity Enhanced Maximizer CRM 12 Winter Version Comparison Chart Performance, Usability, Simplicity Enhanced The Winter release of Maximizer CRM 12 continues to build on the theme of enhanced performance, usability and

More information

Maximizer CRM 10 Getting Started Guide Welcome to Maximizer CRM 10. Installing Maximizer

Maximizer CRM 10 Getting Started Guide Welcome to Maximizer CRM 10. Installing Maximizer Maximizer CRM 10 Getting Started Guide Welcome to Maximizer CRM 10 Maximizer CRM 10 is a contact manager designed to help small businesses and home offices maximize their time, create satisfied customers,

More information

JENZABAR EX. Exceptional insights. Extraordinary results. JENZABAR EX

JENZABAR EX. Exceptional insights. Extraordinary results. JENZABAR EX JENZABAR EX Exceptional insights. Extraordinary results. JENZABAR EX JENZABAR EX A Proven Solution for Higher Education Jenzabar EX is a comprehensive, fully-scalable administrative platform designed specifically

More information

CRM for Customer Service and Support

CRM for Customer Service and Support CRM for Customer Service and Support Maximize satisfaction. Drive repeat business Servicing customers effectively is a key component in growing your business through loyal, repeat buyers. Whether it s

More information

20465D: Designing Solutions for Microsoft SQL Server 2014

20465D: Designing Solutions for Microsoft SQL Server 2014 20465D: Designing Solutions for Microsoft SQL Server 2014 Course Details Course Code: Duration: Notes: 20465D 3 days This course syllabus should be used to determine whether the course is appropriate for

More information

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision

Lead Management CRM Marketing Automation Powerful. Affordable. Intuitive. gold-vision Unify your communications with Gold-Vision, a fully featured CRM solution with customer Contact, Sales, Marketing, Projects and Events. Gold-Vision stands out from the crowd with interactive dashboard

More information

NICE SALES PERFORMANCE MANAGEMENT (SPM)

NICE SALES PERFORMANCE MANAGEMENT (SPM) NICE SALES PERFORMANCE MANAGEMENT (SPM) Optimized Incentive Compensation for the Largest Sales Volumes IMPROVING SALES: MOTIVATION AND OPERATION Your sales results are heavily dependent on two primary

More information

setup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions.

setup and provide drill-down capabilities to view further details on metrics and dynamic updates for a real-time view of your business conditions. Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

An Epicor White Paper. Cloud Deployed ERP for Distributors

An Epicor White Paper. Cloud Deployed ERP for Distributors An Epicor White Paper Cloud Deployed ERP for Distributors Table of Contents Executive Summary...1 The Case for Cloud Deployed ERP...1 Benefits of Cloud Deployment...2 Low initial and predictable on-going

More information

Epicor Distribution Overview. Business without Barriers

Epicor Distribution Overview. Business without Barriers Epicor Distribution Overview Business without Barriers Epicor Distribution Overview Epicor Distribution Driving Performance in the Supply Chain Epicor understands that as your customers demand more product

More information

Service Management. Business without Barriers

Service Management. Business without Barriers Service Management Business without Barriers Remove the barriers to better customer service with the right technology. Service Management Field Service Contract Management Returned Material Authorization

More information

Create, attract, retain and delight customers, profitably. HubSpot Connector

Create, attract, retain and delight customers, profitably. HubSpot Connector CRM for Marketing Create, attract, retain and delight customers, profitably Maximizer s built-in marketing tools mean you can simply and effectively plan, budget, execute, analyse and optimise all aspects

More information

Chapter 1 Concept & Navigation

Chapter 1 Concept & Navigation Financials The Manual Chapter 1 Concept & Navigation 1.1 Vision and Concept 1.2 Navigation FINANCIALS (Release 1.0.0.7) Financials The Manual is published by Assistance Software. All rights reserved. No

More information

Web access for real-time convenience online

Web access for real-time convenience online All access options Access Maximizer CRM when and where you need it Optimise productivity and increase profitability To work effectively and stay ahead of your competitors in today s demanding business

More information

Statement of Direction

Statement of Direction Microsoft Dynamics SL Statement of Direction Product strategy and roadmap for Microsoft Dynamics SL Date: January 2012 www.microsoft.com/dynamics/sl Page 1 CONTENTS Welcome... 3 Overview of Microsoft Dynamics

More information

Epicor. Human Capital Management Express Overview

Epicor. Human Capital Management Express Overview Epicor Human Capital Management Express Overview Epicor Human Capital Management Express If your Human Resources (HR) function currently runs on spreadsheets you are not alone: Many companies still rely

More information

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Compare your version to Maximizer CRM 12

Compare your version to Maximizer CRM 12 Compare your version to Features: Account and contact LinkedIn integration Time icalendar integration Task and automation Sales force automation & forecasting Marketing campaign automation & Customer service

More information

Training Catalog: July - December 2015

Training Catalog: July - December 2015 Training Catalog: July - December 2015 Table of Contents Introduction to Vendavo University... 2 Open-Enrollment Training Schedule: July December 2015... 3 Application and Functional Courses... 4 Vendavo

More information

ORACLE CRM ON DEMAND RELEASE 26

ORACLE CRM ON DEMAND RELEASE 26 ORACLE CRM ON DEMAND RELEASE 26 THE WORLD S MOST COMPREHENSIVE CRM ON DEMAND SOLUTION Easy to use Fast to deploy Powerful analytics Pre-built industry solutions Embedded sales, marketing, and service best

More information

HOW TO SELL INBOUND MARKETING TO YOUR SALES TEAM PUBLISHED BY

HOW TO SELL INBOUND MARKETING TO YOUR SALES TEAM PUBLISHED BY HOW TO SELL INBOUND MARKETING TO YOUR SALES TEAM PUBLISHED BY INTRODUCTION Our latest research paper, The Business Case for Inbound Part 1: A Winning Formula for Sales, identifi es why Inbound Marketing

More information

Maximizer CRM 2016 Overview

Maximizer CRM 2016 Overview OVERVIEW Overview A COMPREHENSIVE LOOK AT MAXIMIZER S LATEST CRM SOLUTIONS Published By About Good customer relationships are at the heart of business success. As a pioneer in the Customer Relationship

More information

Human Capital Management Express

Human Capital Management Express Human Capital Management Express An effective Human Resources solution is closer than you think. Core HR Candidate Employee Employee Development Health & Safety Compensation Performance Connect Epicor

More information

Cloud ERP for Job Shops and Manufacturers. An Epicor White Paper

Cloud ERP for Job Shops and Manufacturers. An Epicor White Paper Cloud ERP for Job Shops and Manufacturers An Epicor White Paper Table of Contents Executive Summary...1 Cloud Deployed ERP and Manufacturers...1 Benefits of the Cloud...2 Low initial and predictable on-going

More information

GFI Product Manual. GFI MailArchiver Evaluation Guide

GFI Product Manual. GFI MailArchiver Evaluation Guide GFI Product Manual GFI MailArchiver Evaluation Guide The information and content in this document is provided for informational purposes only and is provided "as is" with no warranty of any kind, either

More information

An Epicor White Paper. Understanding ERP Deployment Choices

An Epicor White Paper. Understanding ERP Deployment Choices An Epicor White Paper Understanding ERP Deployment Choices October 2014 Abstract The rapid evolution of global business has changed the way companies are approaching the deployment of ERP. Today s need

More information

Salesforce Certified Marketing Cloud Social Specialist Study Guide

Salesforce Certified Marketing Cloud Social Specialist Study Guide Salesforce Certified Marketing Cloud Social Specialist Study Guide Summer 15 BETA STUDY GUIDE 0 Contents SECTION 1. PURPOSE OF THIS STUDY GUIDE... 2 SECTION 2. ABOUT THE SALESFORCE CERTIFIED MARKETING

More information

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in

Enhance Your. Business Relationships. SageCRM. with. www.sagesoftware.co.in Enhance Your Business Relationships with SageCRM www.sagesoftware.co.in Accelerate Your Performance with True 360 Business Visibility Imagine: Your top sales professional calls your best customer to sell

More information

OpenText Fax Servers and Microsoft Office 365

OpenText Fax Servers and Microsoft Office 365 OpenText Fax Servers and Microsoft Office 365 Integrating Fax with Office 365 E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 1 Abstract Cloud-based information technologies promise a number

More information

Experience Business Success Invest in Microsoft CRM Today

Experience Business Success Invest in Microsoft CRM Today Experience Business Success Invest in Microsoft CRM Today Published: August 2005 The information contained in this document represents the current view of Microsoft Corporation on the issues discussed

More information

CRM Accelerators Overview

CRM Accelerators Overview CRM Accelerators Overview Microsoft Dynamics CRM November 2008 CRM Accelerators are a range of free-of-charge add-on solutions which are being developed for Microsoft Dynamics CRM 4.0 customers and partners.

More information

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards

Personalised view of metrics for an instant snapshot of your business. Wizard-Driven Dashboards Workflow Automation Build a competitive advantage with automated processes and increased business visibility While the competition struggles with manual processes, queries and reports on customer interactions,

More information

Reduce Trial Costs While Increasing Study Speed and Data Quality with Oracle Siebel CTMS Cloud Service

Reduce Trial Costs While Increasing Study Speed and Data Quality with Oracle Siebel CTMS Cloud Service Reduce Trial Costs While Increasing Study Speed and Data Quality with Oracle Siebel CTMS Cloud Service Comprehensive Enterprise Trial Management in the Cloud Oracle Siebel CTMS Cloud Service lets you effectively

More information

Salesforce Certified Pardot Specialist Study Guide

Salesforce Certified Pardot Specialist Study Guide Salesforce Certified Pardot Specialist Study Guide Summer 15 STUDY GUIDE 0 Contents SECTION 1. PURPOSE OF THIS STUDY GUIDE... 1 SECTION 2. ABOUT THE SALESFORCE CERTIFIED PARDOT SPECIALIST CREDENTIAL...

More information

This course will also teach how to create various kinds of dashboards using Reporting Services.

This course will also teach how to create various kinds of dashboards using Reporting Services. Implementing and Maintaining Microsoft SQL Server 2008 Reporting Services Length : 3 Days (24 Hours) Language(s) : English Audience(s) : IT Professionals Level : 200 Technology : Microsoft SQL Server 2008

More information

Business Partner Brochure. Become a Business Partner and share the Maximizer success!

Business Partner Brochure. Become a Business Partner and share the Maximizer success! Business Partner Brochure Become a Business Partner and share the Maximizer success! Through Maximizer CRM, the team is able to target end users at the relevant time, increasing sales revenue and driving

More information

RSA Archer Training. Governance, Risk and Compliance. Managing enterprise-wide governance, risk and compliance through training and education

RSA Archer Training. Governance, Risk and Compliance. Managing enterprise-wide governance, risk and compliance through training and education RSA Archer Training Governance, Risk and Compliance Managing enterprise-wide governance, risk and compliance through training and education www.emc.com/rsa-training 1 RSA Archer Training Table of Contents

More information

Improve Scheduling Production and Quality Using SaaS ERP. An Epicor White Paper

Improve Scheduling Production and Quality Using SaaS ERP. An Epicor White Paper Improve Scheduling Production and Quality Using SaaS ERP An Epicor White Paper Table of Contents Introduction 1 Best Practices for Discrete Manufacturers 2 Inventory-Based Manufacturing 2 Discrete Manufacturing

More information

Service Management CSCI. Crawford Software Consulting, Inc. "Bringing Software and Manufacturing Together" TM. Business without Barriers

Service Management CSCI. Crawford Software Consulting, Inc. Bringing Software and Manufacturing Together TM. Business without Barriers Service Management CSCI Crawford Software Consulting, Inc. "Bringing Software and Manufacturing Together" TM Business without Barriers Remove the barriers to better customer service with the right technology.

More information

An Epicor White Paper. SaaS ERP for Small Distributors

An Epicor White Paper. SaaS ERP for Small Distributors An Epicor White Paper SaaS ERP for Small Distributors Table of Contents Executive Summary...1 Small Businesses And SaaS...1 Benefits of SaaS...2 Low initial and predictable on-going costs...2 Faster implementations

More information

How to configure IBM iseries (formerly AS/400) event collection with Audit and GFI EventsManager

How to configure IBM iseries (formerly AS/400) event collection with Audit and GFI EventsManager GFI White Paper How to configure IBM iseries (formerly AS/400) event collection with Audit and GFI EventsManager This document explains how to configure and use GFI EventsManager to collect IBM iseries

More information

Grow your Business with ClickSoftware

Grow your Business with ClickSoftware Grow your Business with ClickSoftware Partner with the industry leader in Workforce Management (WFM) and increase your revenue opportunities in delivering WFM solutions. To help get you off on the right

More information

Spring Release Guide 2016

Spring Release Guide 2016 for Microsoft Dynamics CRM Assistance PSA Suite Spring Release Guide 2016 v. 1.2 Final P a g e 1 (C) Copyright 2016 Assistance Software Contents... 1 Introduction... 3 Assistance PSA Suite PSA... 5 Project

More information

8913, Applications in Microsoft Dynamics CRM 4.0

8913, Applications in Microsoft Dynamics CRM 4.0 8913, Applications in Microsoft Dynamics CRM 4.0 Duration: 3 Days of Training Course Description This three-day instructor-led course, Applications in Microsoft Dynamics CRM 4.0, provides students with

More information

Epicor Service Management. Inspiring better customer service with the right technology.

Epicor Service Management. Inspiring better customer service with the right technology. Epicor Service Management Inspiring better customer service with the right technology. Service Management Epicor Service Management optimizes customer service with timely response to customer requests

More information

Epicor for Service Enterprises

Epicor for Service Enterprises PROFESSIONAL SERVICES AUTOMATION Epicor for Service Enterprises Next-Generation Software for Project-Based Organizations EPICOR FOR SERVICE ENTERPRISES Next-Generation Software for Project-Based Organizations

More information

PIVOTAL FOR GRANT MANAGEMENT

PIVOTAL FOR GRANT MANAGEMENT PIVOTAL FOR GRANT MANAGEMENT DATA SHEET Granting requires you to have robust processes to manage and assess eligibility of applicants and their applications, and balancing this off against demands for

More information

Maximizer CRM in Our Cloud

Maximizer CRM in Our Cloud Maximizer CRM in Our Cloud Compare all three editions of Maximizer CRMLive in detail below... Lite Basic Package Options Base cost 30 /User/Month 40 /User/Month 50 /User/Month Data storage 200Mb Included

More information

GFI Product Guide. GFI Archiver Evaluation Guide

GFI Product Guide. GFI Archiver Evaluation Guide GFI Product Guide GFI Archiver Evaluation Guide The information and content in this document is provided for informational purposes only and is provided "as is" with no warranty of any kind, either express

More information

Sales Force Automation

Sales Force Automation Sales Force Automation Maximizer CRM helps sales managers, teams and individual contributors collaborate, access and share information across Sales, Marketing and Customer Service & Support. Key Benefits

More information

Salesforce Certified Administrator Study Guide

Salesforce Certified Administrator Study Guide Salesforce Certified Administrator Study Guide Winter 16 STUDY GUIDE 0 Contents ABOUT THE SALESFORCE CERTIFIED ADMINISTRATOR PROGRAM... 1 SECTION 1. PURPOSE OF THIS STUDY GUIDE... 1 SECTION 2. AUDIENCE

More information

Process Instrumentation Training Europe. Instrumentation training capabilities

Process Instrumentation Training Europe. Instrumentation training capabilities Process Instrumentation Training Europe Instrumentation training capabilities Empower your Staff Striving to optimize plant operation, reduce start-up time, plant down time and even reduce spares inventory?

More information

Which is right for you?

Which is right for you? Which is right for you? Migrating from Contact Management to CRM was easy with Maximizer. Using their technology helps us anticipate the needs of our customers and make informed suggestions to help them

More information

MICROSOFT DYNAMICS CRM Vision. Statement of Direction. Update: May, 2011

MICROSOFT DYNAMICS CRM Vision. Statement of Direction. Update: May, 2011 MICROSOFT DYNAMICS CRM Vision Statement of Direction Update: May, 2011 Microsoft Dynamics CRM - Statement of Direction, May 2011 EXECUTIVE SUMMARY Microsoft has delivered significant innovation and value

More information

FLEXIBILITY SCALABILITY CONFIGURABILITY RISKMASTER ACCELERATOR IMPROVE SERVICE REDUCE COSTS COMPETE EFFECTIVELY

FLEXIBILITY SCALABILITY CONFIGURABILITY RISKMASTER ACCELERATOR IMPROVE SERVICE REDUCE COSTS COMPETE EFFECTIVELY RISKMASTER ACCELERATOR IMPROVE SERVICE REDUCE COSTS COMPETE EFFECTIVELY FLEXIBILITY SCALABILITY CONFIGURABILITY FOR PROPERTY AND CASUALTY INSURANCE COMPANIES RISKMASTER ACCELERATOR FOR FAST, FLEXIBLE CLAIMS

More information

Salesforce Customer Portal Implementation Guide

Salesforce Customer Portal Implementation Guide Salesforce Customer Portal Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

User's Guide for Maximizer Web Access

User's Guide for Maximizer Web Access User's Guide for Maximizer Web Access Notice of Copyright Published by Maximizer Software Inc. Copyright 1988-2010 All rights reserved. Registered Trademarks and Proprietary Names Product names mentioned

More information

ORACLE PROJECT MANAGEMENT

ORACLE PROJECT MANAGEMENT ORACLE PROJECT MANAGEMENT KEY FEATURES Oracle Project Management provides project managers the WORK MANAGEMENT Define the workplan and associated resources; publish and maintain versions View your schedule,

More information

CMTRAC. Application Overview APPLICATION DATASHEET

CMTRAC. Application Overview APPLICATION DATASHEET Application Overview CMTRAC APPLICATION DATASHEET CMtrac is an innovative web-based tool for controlling and tracking change processes. This tool provides businesses with a simple mechanism to define and

More information

MICROSOFT DYNAMICS CRM Roadmap. Release Preview Guide. Q4 2011 Service Update. Updated: August, 2011

MICROSOFT DYNAMICS CRM Roadmap. Release Preview Guide. Q4 2011 Service Update. Updated: August, 2011 MICROSOFT DYNAMICS CRM Roadmap Release Preview Guide Q4 2011 Service Update Updated: August, 2011 EXECUTIVE SUMMARY Microsoft has delivered significant innovation and value in customer relationship management

More information

Strategic Solutions that Make Your Work Easier. Projects Made Easier Decisions Made Easier Business Made Easier

Strategic Solutions that Make Your Work Easier. Projects Made Easier Decisions Made Easier Business Made Easier Strategic Solutions that Make Your Work Easier Projects Made Easier Decisions Made Easier Business Made Easier Have You Outgrown Your Systems? Buyers Say the Partner and the Product are More Important

More information

TRAINING. OneShield.com Leadership. Service. Technology. That s our policy.

TRAINING. OneShield.com Leadership. Service. Technology. That s our policy. SERVICES DATA SHEET TRAINING With specialized knowledge of global P&C insurance markets across all commercial, personal and specialty lines, OneShield s interactive training programs for business and IT

More information