Customer Service module in Maximizer

Maximizer Training Agendas

Customer Service training

Setup of Users for Customer Service

Creating a Customer Service Case

The Customer Service Window

The Customer Service Toolbar

Column Setup for Customer Service

Actions for the Case

Customer Service User Defined Fields

Searches for Customer Service cases

The Knowledge Base

Escalating a Case

Resolving a Case

Reports

Learn Maximizer  &

use it to its true potential!

Training Levels

Training available in the following Maximizer areas:

• Maximizer level 1 (beginner)
  

• Maximizer level 2 (intermediate)
  

• Opportunity Manager
  

• Sales Strategy
  

• Marketing Campaign Manager
  

• Customer Service
  

• Administrator
  

• Customized (training that is custom designed to your needs)
  

Maximizer Versions

We teach most versions of Maximizer:

• Maximizer CRM 10
  

• Maximizer Enterprise 9.5
  

• Maximizer Enterprise 9.0
  

• Maximizer 9.0
  

• Maximizer Enterprise 8.0
  

• Maximizer 8.0
  

• Maximizer Enterprise 7.5
  

• Maximizer Enterprise 7.0
  

• Maximizer 7.0
  

• Maximizer 6.0
  

• Maximizer 5.5
  

• Maximizer 5.0
  

This module is not available in the Entrepreneural editions of Maximizer.

Easily track all customer service type of calls.  If not resolved immediately these calls become cases that can be then monitored or escalated to the Manager.