The MAXcustomerconnect Implementation Guide and Workbook will help you to organize, prep, and perform your MAXcc CRM implementation from start to finish. To kick off your implementation, start by reviewing the MAXcustomerconnect Implementation Guide to understand and plan for your implementation. Follow by completing the Implementation Workbook and corresponding exercises to begin and complete your CRM implementation.
MAXcustomerconnect Implementation Guide
MAXcustomerconnect Implementation Workbook
In addition, this file will facilitate understanding of the Automated Communications Tracking using MAXCC CRM:
MaxCustomerConnect Getting Started: Automated Communications Tutorial
***If at any time during your implementation process you would like to inquire about Professional Services, please contact support at 866.353.8357 and select option 4.