Customer Relationship Management Training

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Customer Relationship Management training is how to use bxp software for all aspects of working with and for customers.

Our training courses available are:

1 Level 1

Topic Code Title Link Document
Topic 1 CM-1-1 Introduction to bxp software [1]
Topic 2 CM-1-2 Introduction to CRM CRM Scenarios
Topic 3 CM-1-3 Introduction to Blended Form Structure [2]
Topic 4 CM-1-4 Introduction to CRM Reporting Form Reporting
Topic 5 CM-1-5 Introduction to Form Outcomes [3]

2 Level 2

Topic Code Title Link Document
Topic 1 CM-2-1 Security and Custom Interface configuration [4]
Topic 2 CM-2-2 Data import management Form - Data Import
Topic 3 CM-2-3 Pipeline Configurations Form - Record ownership strategies
Topic 4 CM-2-4 Data Profiling – Custom Reporting (CRM) Data Profiling Overview
Topic 5 CM-2-5 Logic management Logic Management

3 Level 3

Topic Code Title Link Document
Topic 1 CM-3-1 System security management Security - Start Here
Topic 2 CM-3-2 Pipeline Optimisations Quality checks
Topic 3 CM-3-3 Process documentation and Integration Form - Integrating Documentation
Topic 4 CM-3-4 NPS, CES and Surveys Customer_Effort_Score Net Promoter Score
Topic 5 CM-3-5 CRM Configuration Scenario - bxp for Membership Management

4 Level 4

Topic Code Title Link Document
Topic 1 CM-4-1 Customer Record Management Scenario - bxp as a Ticketing System
Topic 2 CM-4-2 Linked Form Setup Form - Cross Linked Setup
Topic 3 CM-4-3 CTI Integration Scenario - bxp integration with a phone system
Topic 4 CM-4-4 Case management & reporting Scenario - bxp and Case Management
Topic 5 CM-4-5 Customer Lifecycle Management

5 Level 5

Topic Code Title Link Document
Topic 1 CM-5-1 Unified communications and program design
Topic 2 CM-5-2 Muti-Form program design
Topic 3 CM-5-3 Customer Evolution Program Design
Topic 4 CM-5-4 Integrated marketing and case management design
Topic 5 CM-5-5 Security process and procedure considerations