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Customer Relationship Management Training
796 bytes added
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21:33, 7 August 2016
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| Topic 1 || CM-2-1 || Security and Custom Interface configuration || || [http://www.bxpsoftware.com/training/CC-2-1%20-%20Security%20and%20Custom%20Interface%20configuration%20v1-4.pdf]
|-
| Topic 2 || CM-2-2 || Data import management || [[Form_-_Data_Import
| Form - Data Import
]] ||
|-
| Topic 3 || CM-2-3 || Pipeline Configurations || [[Form_-_Record_ownership_strategies
| Form - Record ownership strategies
]] ||
|-
| Topic 4 || CM-2-4 || Data Profiling – Custom Reporting (CRM) || [[Data_Profiling_Overview
| Data Profiling Overview
]] ||
|-
| Topic 5 || CM-2-5 || Logic management || [[Logic_Management
| Logic Management
]] ||
|-
|}
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| Topic 1 || CM-3-1 || System security management || [[Security_-_Start_Here
| Security - Start Here
]] ||
|-
| Topic 2 || CM-3-2 || Pipeline Optimisations || [[Quality_checks_when_setting_up_a_campaign
| Quality checks
]] ||
|-
| Topic 3 || CM-3-3 || Process documentation and Integration || [[Form_-_Integrating_Documentation
| Form - Integrating Documentation
]] ||
|-
| Topic 4 || CM-3-4 || NPS, CES and Surveys || [[Customer_Effort_Score]] [[Net_Promoter_Score
| Net Promoter Score
]] ||
|-
| Topic 5 || CM-3-5 || CRM Configuration || [[Scenario_-_bxp_for_Membership_Management
| Scenario - bxp for Membership Management
]] ||
|-
|}
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| Topic 1 || CM-4-1 || Customer Record Management || [[Scenario_-_bxp_as_a_Ticketing_System
| Scenario - bxp as a Ticketing System
]] ||
|-
| Topic 2 || CM-4-2 || Linked Form Setup || [[Form_-_Cross_Linked_setup
| Form - Cross Linked Setup
]] ||
|-
| Topic 3 || CM-4-3 || CTI Integration || [[Scenario_-_bxp_Integration_with_a_Phone_System
| Scenario - bxp integration with a phone system
]] ||
|-
| Topic 4 || CM-4-4 || Case management & reporting || [[Scenario_-_Bxp_and_Case_Management
| Scenario - bxp and Case Management
]] ||
|-
| Topic 5 || CM-4-5 || Customer Lifecycle Management || ||
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| Topic 1 || CM-5-1 || Unified communications and program design || ||
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Philip Lacey
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