Maximizer Training

Maximizer User Training Services from JI Software

maximizer trainingMaximizer Training- Basic Level Introduction to contact management, and all the basic features of Maximizer. Includes data entry from record card, data formats, notes and built-in word processor. Participants will also learn the operation of the diary, to-do list, and use of notes with personal journal. The Basic Training course is suitable for all new users and should be completed within 2 months of starting to use Maximizer or Maximizer Enterprise. This one-day course is available using clients facilities. We recommend classes of no more than 5 people to achieve maximum benefit from the day. A personal tuition service is also available covering the same curriculum, but allowing a change of emphasis according to personal preference.

Maximizer Training- Advanced Level:
This one-day course begins with an overview of the primary contact management functions covered in the basic course. The curriculum then covers: Maximizer's multiple windows, short-cuts, setting up UDF's, using group edit, setting up column reports, cleaning up a list of people to mail, mail merging, typical tasks, user preferences, managing Maximizer campaigns. This course is suitable for users who have attended the basic course and have been putting that knowledge into practice for at least 4 weeks. Mature users of Maximizer and Maximizer Enterprise will find this course helps them gain insight into new ways that their system can help them to be more effective at work.

Maximizer CRM 2017, Opportunity Manager Training:
Opportunity Manager and Sales Team contain records of all potential deals. These features give you forecasts to manage your sales pipeline. This course begins with a review of the Basic course, then moves quickly through the curriculum of advanced contact management to arrive a the features of sales pipeline management.

Our consultants work with you to design and implement the pipeline management application for the way you work and for the selling disciplines you intend your staff to follow. This course can be customised to your requirements and used to introduce staff to your new system.

Maximizer CRM 2017, Application Administrator Training:
The disciplines of using the Maximizer system need to be agreed by the team and the documentation then maintained by an administrator. The team accepts that the data in the system is a key corporate asset and its usability is key to operational effectiveness. Typical tasks include back-ups, database design, maintaining data definitions, establishing documentation of procedures and disciplines, database clean-ups, de-duplication and archiving. The Administrator might also be responsible for administration of the database synchronisation, operation of MaxExchange and its security settings. These tasks are needed by user teams to avoid the possibility that the effectiveness of the Maximizer application becomes compromised by ill-disciplined or inappropriate use. (This is a one-day course with an interactive format. Attendees will need to make their own notes as no workbook is provided.)

training for maximizer

For more information about Maximizer training or to orgainse a appointment, why not give us a call on (01234) 214004(01234) 214004 or drop us an email

Contact Details

JI Software
Kings House
245 Ampthill Road
MK42 9AZ

Tel: (01234) 214004
Fax: (01234) 215374