Maximizer CRM Training

In-house Training: (4 hrs)

We offer Maximizer Basic User Training at our Training Academy in Johannesburg from 09h30 until 13h30 for a maximum of 6 delegates per session. A training manual and note material will be provided. Light refreshments are served at 10h00 and again at 12h30.

The Basic User Training covers the basics of Maximizer and consists of the following:

  • Video – The principles of CRM
  • Maximizer Setup
  • Login to Maximizer
  • My Work Day
  • Address Book
  • Adding records
  • Searching for records
  • Interacting with address book entries:
  • Basics of Customer Service
  • Basics of Marketing Campaigns
  • Basics of Opportunity Management


On-site Training

We offer one-on-one training as well as group training sessions for a maximum of 6 people at the client’s premises. The content of the training depends entirely on the needs of the individual or company ranging for Basic User Training, Marketing Campaign Training too Administrator Training.

Maximizer Administrator Training: (3 hrs)

The Administrator manages the entire Maximizer application and the training consists of the following:

  • Manage Users
  • Manage Security Groups and Teams
  • Web Access
  • MaxMobile Administration
  • Importing and Upgrading Data
  • Document Administration
  • Time Zone Alignment

To book your training contact

Cape Town – Nelia
021 – 797 4845
Nelia@Maximizercrm.co.za

Johannesburg – Mark
011 – 803 2316
mark@camsoft.co.za

Maximizer CRM