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Customer Relationship Management Training

796 bytes added, 21:33, 7 August 2016
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{| class="wikitable"
! style="width:10%" | Topic! style="width:10%" | Code! style="width:40%" | Title! style="width:20%" | Link! style="width:20%" | Document
|-
| 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]
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| Topic 2 || CM-2-2 || Data import management || [[Form_-_Data_Import| Form - Data Import]] ||
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| Topic 3 || CM-2-3 || Pipeline Configurations || [[Form_-_Record_ownership_strategies| Form - Record ownership strategies]] ||
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| Topic 4 || CM-2-4 || Data Profiling – Custom Reporting (CRM) || [[Data_Profiling_Overview| Data Profiling Overview]] ||
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| Topic 5 || CM-2-5 || Logic management || [[Logic_Management| Logic Management]] ||
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|}
{| class="wikitable"
! style="width:10%" | Topic! style="width:10%" | Code! style="width:40%" | Title! style="width:20%" | Link! style="width:20%" | Document
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| Topic 1 || CM-3-1 || System security management || [[Security_-_Start_Here| Security - Start Here]] ||
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| Topic 2 || CM-3-2 || Pipeline Optimisations || [[Quality_checks_when_setting_up_a_campaign| Quality checks]] ||
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| Topic 3 || CM-3-3 || Process documentation and Integration || [[Form_-_Integrating_Documentation| Form - Integrating Documentation]] ||
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| Topic 4 || CM-3-4 || NPS, CES and Surveys || [[Customer_Effort_Score]] [[Net_Promoter_Score| Net Promoter Score]] ||
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| Topic 5 || CM-3-5 || CRM Configuration || [[Scenario_-_bxp_for_Membership_Management| Scenario - bxp for Membership Management]] ||
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|}
{| class="wikitable"
! style="width:10%" | Topic! style="width:10%" | Code! style="width:40%" | Title! style="width:20%" | Link! style="width:20%" | Document
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| Topic 1 || CM-4-1 || Customer Record Management || [[Scenario_-_bxp_as_a_Ticketing_System| Scenario - bxp as a Ticketing System]] ||
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| Topic 2 || CM-4-2 || Linked Form Setup || [[Form_-_Cross_Linked_setup| Form - Cross Linked Setup]] ||
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| Topic 3 || CM-4-3 || CTI Integration || [[Scenario_-_bxp_Integration_with_a_Phone_System| Scenario - bxp integration with a phone system]] ||
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| Topic 4 || CM-4-4 || Case management & reporting || [[Scenario_-_Bxp_and_Case_Management| Scenario - bxp and Case Management]] ||
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| Topic 5 || CM-4-5 || Customer Lifecycle Management || ||
{| class="wikitable"
! style="width:10%" | Topic! style="width:10%" | Code! style="width:40%" | Title! style="width:20%" | Link! style="width:20%" | Document
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| Topic 1 || CM-5-1 || Unified communications and program design || ||
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