CRM Consulting & Training

MAXIMIZER CRM CONSULTING & TRAINING

Get the most out of your Maximizer CRM system with user training from our team of experienced Maximizer consultants. From best practices to often overlooked time savers, we’ll show you how to get the most out of your CRM system.

CRM CONSULTING & TRAINING FOR SMALL BUSINESSES

CRM Consulting and Training for Manufacturing & Distribution

Optimize the human resources of your sales team by providing an easy to use, and easy to configure CRM platform. Capturing communications and activity enables team members to perform better in their sales cycle while providing management with performance metrics. Develop an active pipeline without adding to the users administrative burden, and communicate goals and expectations directly in the system. Establish and reinforce best practices within the day to day use of the CRM.

Learn More About CRM Systems for Manufacturing and Distribution

CRM Consulting and Training for Channel Sales via Partner Network

Manage both your direct and indirect sales in one cohesive solution. Sales managers can easily identify which partners are assigned to customers or opportunities. Easily review with a partner all deals you share with them, and translate these updates into the pipeline. This provides a single view of expected revenue and gives your internal staff the tools they need to manage complicated relationships with buyers.

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CRM Consulting and Training for Insurance Agents

Give your team the ability to develop new clients and manage existing relationships to grow your book of business. Manage day to day communication and drive business during open enrollment with an efficient and fast CRM solution. Externally track commissions on new and renewed policies with multiple underwriters. Adapt to the constant changes in the market rapidly and under budget.

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CRM Consulting and Training for Financial Advisors

Use technology to manage the relationships with clients and understand where the focus needs to be for reviews, follow up and other touchpoints. Summarize this activity in dashboard and reports. Keep easily accessible records of all contact with clients, making sure that you anticipate outreach and stay ahead of their expectations. Grow your AUM while minimizing compliance risks.

Learn More About CRM Systems for Financial Advisors

OVERCOME THE MOST DIFFICULT CHALLENGES OF CRM MANAGEMENT WITH PROFESSIONAL CRM CONSULTING AND TRAINING.

EFFICIENT
CRM MANAGEMENT

Learn how to manage your CRM system with minimal time investment.

EASY
CUSTOM SETUP

Save time and money implementing your CRM—without requiring your own CRM staff.

SIMPLE
INTEGRATION

No-hassle connections with Gmail, Microsoft Outlook, or custom triggers and automation via Zapier.

MOBILE
CRM

Ensure that you can manage your schedule, update your pipeline, and connect with customers on the go.

EFFORTLESS
REPORTING

Learn how to simplify the process of tracking specific CRM data relevant to projects, activities, or campaigns.

FULL-TIME
CUSTOMER SERVICE

Access our Maximizer support desk for technical issues. Includes priority support during normal working hours. Our team will remote directly to your workstation to understand and resolve your problem quickly.

Application Integration (1)

Application Integration

Tools that integrate with Maximizer to help boost your sales, marketing and business development growth.

Alta Capital Logo
"We have been thrilled with the progress we have made through the Maximizer/Wintec partnership."

Alta Capital has been using Maximizer for many years and recently implemented a workflow system utilizing the Customer Service functionality. Prior to implementation, we were only using the Address Book feature, which did not give us a full picture of client requests and communications. We were not taking advantage of everything Maximizer has to offer. Implementing the workflow has allowed us to enhance client data by linking requests directly to the client, giving us greater insight into communication and client habits.

Deborah Holmes, Senior Operations Associate, Alta Capital