Maximizer CRM Masterclass Training

• Facilitator: Nelia Roberts
• Duration: Half day
• Date: 15 February 2023
• Time: 09:00am – 2:30pm
• Venue: Island Club Hotel, Northbank Lane, Century City

Maximizer CRM workshop

A workshop for Maximizer CRM users, this masterclass is an interactive morning session facilitated by Leanne Parker, CRM Consultant for Camsoft CRM Solutions in EMEA, and is aimed at sales managers and senior sales staff who use Maximizer CRM at their organisations. Attendees will be given a handout at the end of the session.

The intention of the workshop is to impart to attendees the necessary knowledge and advice on how to gain a successful practical working knowledge of their sales environment and learn what data and management systems are required to optimize the efficiency and productivity of their sales teams.

Join us for a Maximizer CRM masterclass covering the following topics:

• General review.
• Administrator – Managing Maximizer users and passwords.
• Administrator – Security Groups and Teams.
• Customising your User Defined Fields.
• Customisation of processes in Opportunities.
• Reporting and Dashboard.
• Customer service and Marketing Campaign Manager.

Refreshments will be served throughout the session.

About the facilitator

As a CRM Sales Consultant I ensure to listen to my client’s needs, understand what they are looking for and, to the best of my ability, ensure a happy rollout in the end.
It is important to listen, to understand and to give – not only professionally but also privately as the human race today struggles with communication.
Live life, be positive and ensure to keep your family close to you.

I have been a CRM hero at Camsoft for over 18 years and thrive on supporting and spoiling my loyal customers with the best possible service to help them grow their businesses in a sustainable manner. Believing in the valuable teamwork that Camsoft can offer us, have a wealth of knowledge in CRM implementations across all manner of industries, both in the Western Cape and throughout Africa.

“I treat my amazing customers as though I’m part of their sales teams and enjoy the reward of seeing them grow their businesses using Maximizer CRM while they continue to retain their own loyal customers over the years.”