Customer Relationship Management Training - Revision history

Philip Lacey at 20:33, 7 August 2016

2016-08-07T20:33:44Z

Philip Lacey at 20:33, 7 August 2016

2016-08-07T20:33:00Z

Philip Lacey at 20:29, 7 August 2016

2016-08-07T20:29:56Z

Philip Lacey at 20:29, 7 August 2016

2016-08-07T20:29:16Z

Philip Lacey at 20:26, 7 August 2016

2016-08-07T20:26:53Z

Philip Lacey at 20:19, 7 August 2016

2016-08-07T20:19:29Z

Philip Lacey at 20:19, 7 August 2016

2016-08-07T20:19:07Z

Philip Lacey at 20:18, 7 August 2016

2016-08-07T20:18:24Z

Philip Lacey at 20:13, 7 August 2016

2016-08-07T20:13:32Z

Philip Lacey at 23:21, 9 November 2014

2014-11-09T23:21:52Z

@@ Line 45: / Line 45: @@
 | 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 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]] ||
@@ Line 63: / Line 63: @@
 ! style="width:20%" | Document
 |-
-| Topic 1 || CM-3-1 || System security management || [[Security_-_Start_Here]] ||
+| 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]] ||

@@ Line 41: / Line 41: @@
 | 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]] ||
+| 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]] ||
+| 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]] ||
+| 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]] ||
+| Topic 5 || CM-2-5 || Logic management || [[Logic_Management | Logic Management]] ||
 |-
 |}
@@ Line 65: / Line 65: @@
 | Topic 1 || CM-3-1 || System security management || [[Security_-_Start_Here]] ||
 |-
-| Topic 2 || CM-3-2 || Pipeline Optimisations || [[Quality_checks_when_setting_up_a_campaign]] ||
+| 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]] ||
+| 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]] ||
+| 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]] ||
+| Topic 5 || CM-3-5 || CRM Configuration || [[Scenario_-_bxp_for_Membership_Management | Scenario - bxp for Membership Management]] ||
 |-
 |}
@@ Line 87: / Line 87: @@
 ! style="width:20%" | Document
 |-
-| Topic 1 || CM-4-1 || Customer Record Management || [[Scenario_-_bxp_as_a_Ticketing_System]] ||
+| 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]] ||
+| 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]] ||
+| 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]] ||
+| 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 || ||

@@ Line 33: / Line 33: @@
 {| class="wikitable"
-! Topic
+! style="width:10%" | Topic
-! Code
+! style="width:10%" | Code
-! Title
+! style="width:40%" | Title
-! Link
+! style="width:20%" | Link
-! Document
+! 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]
@@ Line 57: / Line 57: @@
 {| class="wikitable"
-! Topic
+! style="width:10%" | Topic
-! Code
+! style="width:10%" | Code
-! Title
+! style="width:40%" | Title
-! Link
+! style="width:20%" | Link
-! Document
+! style="width:20%" | Document
 |-
 | Topic 1 || CM-3-1 || System security management || [[Security_-_Start_Here]] ||
@@ Line 81: / Line 81: @@
 {| class="wikitable"
-! Topic
+! style="width:10%" | Topic
-! Code
+! style="width:10%" | Code
-! Title
+! style="width:40%" | Title
-! Link
+! style="width:20%" | Link
-! Document
+! style="width:20%" | Document
 |-
 | Topic 1 || CM-4-1 || Customer Record Management || [[Scenario_-_bxp_as_a_Ticketing_System]] ||
@@ Line 105: / Line 105: @@
 {| class="wikitable"
-! Topic
+! style="width:10%" | Topic
-! Code
+! style="width:10%" | Code
-! Title
+! style="width:40%" | Title
-! Link
+! style="width:20%" | Link
-! Document
+! style="width:20%" | Document
 |-
 | Topic 1 || CM-5-1 || Unified communications and program design || ||

@@ Line 9: / Line 9: @@
 {| class="wikitable"
-! Topic
+! style="width:10%" | Topic
-! Code
+! style="width:10%" | Code
-! Title
+! style="width:40%" | Title
-! Link
+! style="width:20%" | Link
-! Document
+! style="width:20%" | Document
 |-
 | Topic 1 || CM-1-1 || Introduction to bxp software || || [http://www.bxpsoftware.com/training/CC-1-1%20-%20Introduction%20to%20Business%20Express%20v1-6.pdf]

@@ Line 2: / Line 2: @@
 Our training courses available are:
 == Level 1 ==
 {| class="wikitable"
@@ Line 25: / Line 27: @@
 |}
 == Level 2 ==
 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]
+{| class="wikitable"
+! Topic
-Topic 2	CM-2-2
+! Code
-	Data import management  [[Form_-_Data_Import]]
+! Title
+! Link
-Topic 3	CM-2-3
+! Document
-	Pipeline Configurations  [[Form_-_Record_ownership_strategies]]
+|-
+| 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 4	CM-2-4
+|-
-	Data Profiling – Custom Reporting (CRM)  [[Data_Profiling_Overview]]
+| Topic 2 || CM-2-2 || Data import management || [[Form_-_Data_Import]] ||
+|-
-Topic 5	CM-2-5
+| Topic 3 || CM-2-3 || Pipeline Configurations || [[Form_-_Record_ownership_strategies]] ||
-	Logic management  [[Logic_Management]]
+|-
+| Topic 4 || CM-2-4 || Data Profiling – Custom Reporting (CRM) || [[Data_Profiling_Overview]] ||
 == Level 3 ==
 Topic 1	CM-3-1
-	System security management [[Security_-_Start_Here]]
+{| class="wikitable"
-Topic 2	CM-3-2
 == Level 4 ==
 Topic 1	CM-4-1
-	Customer Record Management  [[Scenario_-_bxp_as_a_Ticketing_System]]
+{| class="wikitable"
-Topic 2	CM-4-2
 == Level 5 ==
 Topic 1	CM-5-1
-	Unified communications and program design
+{| class="wikitable"
+! Topic
-Topic 2	CM-5-2
+! Code
-	Muti-Form program design
+! Title
+! Link
-Topic 3	CM-5-3
+! Document
-	Customer Evolution Program Design
+|-
+| Topic 1 || CM-5-1 || Unified communications and program design || ||
-Topic 4	CM-5-4
+|-
-	Integrated marketing and case management design
+| Topic 2 || CM-5-2 || Muti-Form program design || ||
+|-
-Topic 5	CM-5-5
+| Topic 3 || CM-5-3 || Customer Evolution Program Design || ||
-	Security process and procedure considerations
+|-

@@ Line 15: / Line 15: @@
 | Topic 1 || CM-1-1 || Introduction to bxp software || || [http://www.bxpsoftware.com/training/CC-1-1%20-%20Introduction%20to%20Business%20Express%20v1-6.pdf]
 |-
-| Topic 2 || CM-1-2 || Introduction to CRM  || [[Scenarios#Customer_Relationship_Management_.28CRM.29]] ||
+| Topic 2 || CM-1-2 || Introduction to CRM  || [[Scenarios#Customer_Relationship_Management_.28CRM.29 | CRM Scenarios]] ||
 |-
 | Topic 3 || CM-1-3 || Introduction to Blended Form Structure || || [http://www.bxpsoftware.com/training/CC-1-3%20-%20Introduction%20to%20Blended%20Form%20Structure%20v1-3.pdf]

@@ Line 19: / Line 19: @@
 | Topic 3 || CM-1-3 || Introduction to Blended Form Structure || || [http://www.bxpsoftware.com/training/CC-1-3%20-%20Introduction%20to%20Blended%20Form%20Structure%20v1-3.pdf]
 |-
-| Topic 4 || CM-1-4 || Introduction to CRM Reporting || [[Form_Reporting]] ||
+| Topic 4 || CM-1-4 || Introduction to CRM Reporting || [[Form_Reporting | Form Reporting]] ||
 |-
 | Topic 5 || CM-1-5 || Introduction to Form Outcomes || || [http://www.bxpsoftware.com/training/CC-1-5%20-%20Introduction%20to%20Form%20Outcomes%20v1-0.pdf]

@@ Line 6: / Line 6: @@
 == Level 1 ==
+{| class="wikitable"
-Topic 1	CM-1-1
+! Topic
-	Introduction to bxp software [http://www.bxpsoftware.com/training/CC-1-1%20-%20Introduction%20to%20Business%20Express%20v1-6.pdf]
+! Code
+! Title
-Topic 2	CM-1-2
+! Link
-	Introduction to CRM  [[Scenarios#Customer_Relationship_Management_.28CRM.29]]
+! Document
+|-
-Topic 3	CM-1-3
+| Topic 1 || CM-1-1 || Introduction to bxp software || || [http://www.bxpsoftware.com/training/CC-1-1%20-%20Introduction%20to%20Business%20Express%20v1-6.pdf]
-	Introduction to Blended Form Structure [http://www.bxpsoftware.com/training/CC-1-3%20-%20Introduction%20to%20Blended%20Form%20Structure%20v1-3.pdf]
+|-
+| Topic 2 || CM-1-2 || Introduction to CRM  || [[Scenarios#Customer_Relationship_Management_.28CRM.29]] ||
-Topic 4	CM-1-4
+|-
-	Introduction to CRM Reporting  [[Form_Reporting]]
+| Topic 3 || CM-1-3 || Introduction to Blended Form Structure || || [http://www.bxpsoftware.com/training/CC-1-3%20-%20Introduction%20to%20Blended%20Form%20Structure%20v1-3.pdf]
+|-
-Topic 5	CM-1-5
+| Topic 4 || CM-1-4 || Introduction to CRM Reporting || [[Form_Reporting]] ||
-	Introduction to Form Outcomes [http://www.bxpsoftware.com/training/CC-1-5%20-%20Introduction%20to%20Form%20Outcomes%20v1-0.pdf]
+|-
+| Topic 5 || CM-1-5 || Introduction to Form Outcomes || || [http://www.bxpsoftware.com/training/CC-1-5%20-%20Introduction%20to%20Form%20Outcomes%20v1-0.pdf]

← Older revision		Revision as of 23:21, 9 November 2014
Line 97:		Line 97:


−	[[Category:~~Learning~~:Customer Relationship Management]]	+	[[Category:Topic:Customer Relationship Management]]