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Maximizer CRM Masterclass
Get ready for the big league in mastering CRM. In this class you will learn how to harness the advanced search capabilities in Maximizer, create email and MS Word templates to standardize and simplify your work as well as familiarise yourself with various reporting tools to check your progress.
You will also learn how to create and utilise user defined fields (UDFs) and make full use of the customer fields tab.
In addition to learning how to create Dashboards and MS Excel reports, you will also learn how to access the Admin module and make use of all its functions, set up the necessary security settings and permissions, manage users and get to find how best to import data from other applications. Making use of the global edit function and dealing with duplicates in the database will also be discussed using worked examples.
The topics covered in the workshop include:
About the facilitator
Mark Annett has been dedicated to all-things CRM for over 20 years and is an owner of Camsoft CRM Solutions, the leading Maximizer CRM partner in EMEA and recipient of numerous top CRM business awards in the last decade. Mark has an intimate knowledge of the Maximizer CRM system and its value to an organization and as the head of an international team of sales and technical people has personally been involved in over 400 highly successful CRM implementations of his own across Africa and in the UK.
His implementations have been at organisations ranging from SMEs to manufacturers, telcos, state-owned enterprises, insurance companies and banks and his experience has taught him what does and doesn’t work in the various different environments. Mark has a reputation as one of the most knowledgeable locally-available experts on CRM with a sound understanding of the underlying technology that can help make a successful CRM implementation such a valuable asset to an organization. As a practicing trauma and relationship counsellor in his spare time, Mark also has a deep respect and insight into what motivates people and how to get the best out of them.
“My passion is assisting organizations with the necessary processes to manage and enhance their customer relationships in order to grow business in a sustainable and profitable manner”
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Administrator – Managing Maximizer users and passwords
Administrator – Security groups and teams
Customising your user defined fields
Customisation of processes in opportunities
Reporting and dashboard
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