Advanced Training (1 full day training)

Marketing for Success

  • Campaigns explained
  • Assigning a marketing team
  • Traditional campaigns
  • Automated campaigns
  • Managing campaigns
  • Monitoring campaigns
  • Utilizing Social Media (see Additional programs for MaxPost below)

Managing Sales and Strategies

  • Managing Sales Opportunities
  • Planning and creating strategy
  • Using a sales team

Utilizing Reporting Functions Effectively

  • Generating reports (Printing, saving and editing)
  • Graphs and Charts
  • Organizational Charts
*Please note:  Training can be completed in-house or at a training facility provided by IslandCRM. Contact us for a custom quote)

Additional Programs

New version Upgrade Training for Existing Users

  • Refresher of introductory training
  • Update of any changes, omissions and/or additions to upgraded version

MaxMobile Training for Blackberry

  • Getting the most out of your mobile CRM

MaxPost training for Social Media Marketing

  • What is MaxPost
  • Track prospects
  • Schedule Broadcasts
*Please note:  Training can be completed in-house or at a training facility provided by IslandCRM. Contact us for a custom quote