Difference between revisions of "Customer Relationship Management Training"
From All n One's bxp software Wixi
Philip Lacey (talk | contribs) |
Philip Lacey (talk | contribs) |
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== Level 1 == | == Level 1 == | ||
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Topic 1 CM-1-1 | Topic 1 CM-1-1 | ||
| − | Introduction to | + | 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 | Topic 2 CM-1-2 | ||
| − | Introduction to CRM | + | Introduction to CRM [[Scenarios#Customer_Relationship_Management_.28CRM.29]] |
| − | + | ||
Topic 3 CM-1-3 | Topic 3 CM-1-3 | ||
| − | Introduction to Blended Form Structure | + | 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 | Topic 4 CM-1-4 | ||
| − | Introduction to CRM Reporting | + | Introduction to CRM Reporting [[Form_Reporting]] |
Topic 5 CM-1-5 | Topic 5 CM-1-5 | ||
| − | Introduction to Outcomes | + | Introduction to Form Outcomes [http://www.bxpsoftware.com/training/CC-1-5%20-%20Introduction%20to%20Form%20Outcomes%20v1-0.pdf] |
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Topic 1 CM-2-1 | Topic 1 CM-2-1 | ||
| − | Security and Custom Interface configuration | + | 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 | Topic 2 CM-2-2 | ||
| − | Data import management | + | Data import management [[Form_-_Data_Import]] |
Topic 3 CM-2-3 | Topic 3 CM-2-3 | ||
| − | Pipeline Configurations | + | Pipeline Configurations [[Form_-_Record_ownership_strategies]] |
Topic 4 CM-2-4 | Topic 4 CM-2-4 | ||
| − | Data Profiling – Custom Reporting (CRM) | + | Data Profiling – Custom Reporting (CRM) [[Data_Profiling_Overview]] |
Topic 5 CM-2-5 | Topic 5 CM-2-5 | ||
| − | Logic management | + | Logic management [[Logic_Management]] |
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Topic 1 CM-3-1 | Topic 1 CM-3-1 | ||
| − | System security management | + | System security management [[Security_-_Start_Here]] |
Topic 2 CM-3-2 | Topic 2 CM-3-2 | ||
| − | Pipeline Optimisations | + | Pipeline Optimisations [[Quality_checks_when_setting_up_a_campaign]] |
Topic 3 CM-3-3 | Topic 3 CM-3-3 | ||
| − | Process documentation and Integration | + | Process documentation and Integration [[Form_-_Integrating_Documentation]] |
Topic 4 CM-3-4 | Topic 4 CM-3-4 | ||
| − | NPS, CES and Surveys | + | NPS, CES and Surveys [[Customer_Effort_Score]] [[Net_Promoter_Score]] |
Topic 5 CM-3-5 | Topic 5 CM-3-5 | ||
| − | CRM Configuration | + | CRM Configuration [[Scenario_-_bxp_for_Membership_Management]] |
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Topic 1 CM-4-1 | Topic 1 CM-4-1 | ||
| − | Customer Record Management | + | Customer Record Management [[Scenario_-_bxp_as_a_Ticketing_System]] |
Topic 2 CM-4-2 | Topic 2 CM-4-2 | ||
| − | Linked Form Setup | + | Linked Form Setup [[Form_-_Cross_Linked_setup]] |
Topic 3 CM-4-3 | Topic 3 CM-4-3 | ||
| − | CTI Integration | + | CTI Integration [[Scenario_-_bxp_Integration_with_a_Phone_System]] |
Topic 4 CM-4-4 | Topic 4 CM-4-4 | ||
| − | Case management & reporting | + | Case management & reporting [[Scenario_-_Bxp_and_Case_Management]] |
Topic 5 CM-4-5 | Topic 5 CM-4-5 | ||
Revision as of 21:13, 7 August 2016
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 1 CM-1-1 Introduction to bxp software [1]
Topic 2 CM-1-2 Introduction to CRM Scenarios#Customer_Relationship_Management_.28CRM.29
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 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 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 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 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 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
