Maximizer CRM Training Packages

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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 info@maximizer.com Website EUROPE / MIDDLE EAST / AFRICA Maximizer Software Ltd. 1 The Courtyard, Eastern Road Bracknell, Berkshire RG12 2XB United Kingdom Phone +44 (0) enquiries@maximizer.com 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) info.anz@maximizer.com 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.