CRMHelpDesk - On demand one-on-one and group training services for Maximizer CRM software

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Maximizer Training

Are you trying to get the most out of Maximizer but don’t know where to start?

We provide training for your staff - in your office, when you need it. Our trained professionals are able to assist you with one on one or team training sessions that will teach you how to use Maximizer so that you can harness the full potential of this product.

Administration & End User Training

Perhaps you have a new staff member starting who hasn’t used SharePoint previously. We are able to do a one on one remote training session with the new staff member that will teach them how to use the SharePoint site and its many features. We can tailor a training session to suit your industry and your business needs

We have developed a range of training modules designed to be delivered in 1 hour sessions. Schedule them to suit you staff skills and availability.

Training Courses Outlines:

An example of some of our training programs is show here:

Course	Description	Rate
Maximizer Introduction	Introduction to basic Maximizer functions: Introduction to the Address Book 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 Use Notes to track interactions with customers Create Personal Hotlist Tasks Create Hotlist Tasks that are associated with an Address Book Entry Schedule personal and multi-contact appointments	$ 99
Maximizer Intermediate	Searching, reporting, exporting and documents Setting up User Defined Fields Selecting & Displaying Entries Basic Searching Advance Searching with Search by All Fields Saving Your Search to the Search Catalog Creating a Favorite List Add Entries to a Favorite List Remove Entries from a Favorite List Creating Column Setups Recording Relationships Between Address Book Entries Combining and Moving Address Book Entries Basic Reporting Exporting to Microsoft Excel Creating Documents & Templates	$ 99
Maximizer Administrator	Introduction to the Administrator program Creating a new Address Book Changing the Master Password Adding new Users Defining User Access Settings Defining Security Groups Setting up Teams Overview of User Preferences Creating User-Defined Fields Over of Address Book Preferences Creating Key Field Lists Defining System Fields Defining Mandatory Fields	$ 99
Maximizer Advanced	Advance Maximizer administration Backing Up and Restoring the Address Book Address Book Verification Exporting Data Importing Data (2-Tier Import) Transferring Address Book Data Purging Notes & Documents Document Administration Global Edit Maximizer System Reports	$ 99