Customer Relationship Management Training

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