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Customer Relationship Management Training

2,642 bytes added, 21:33, 7 August 2016
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Our training courses available are:
 
== Level 1 ==
 {| 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-1-1 || Introduction to BEbxp 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 | 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] |-| 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]|- |}
 
== Level 2 ==
 {| 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] |-| 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]] || |- |}
 
 
== Level 3 ==
 {| 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-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]] || |-|}
Topic 2 CM-3-2 Pipeline Optimisations Topic 3 CM-3-3 Process documentation and Integration Topic 4 CM-3-4 NPS, CES and Surveys Topic 5 CM-3-5 CRM Configuration
== Level 4 ==
 {| 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-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 Record Lifecycle Management|| || |-|}
 
Topic 2 CM-4-2
Linked Form Setup
Topic 3 CM-4-3
CTI Integration
Topic 4 CM-4-4
Case management & reporting
Topic 5 CM-4-5
Customer Lifecycle Management
== Level 5 ==
 {| 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-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|| || |-|}  
[[Category:LearningTopic:Customer Relationship Management]]
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