Difference between revisions of "Customer Relationship Management Training"

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Customer Relationship Management training is how to use bxp software for all aspects of working with and for customers.
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Our training courses available are:
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== Level 1 ==
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{| class="wikitable"
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! style="width:10%" | Topic
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! style="width:10%" | Code
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! style="width:40%" | Title
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! style="width:20%" | Link
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! style="width:20%" | Document
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|-
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| 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]
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|-
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| Topic 2 || CM-1-2 || Introduction to CRM  || [[Scenarios#Customer_Relationship_Management_.28CRM.29 | CRM Scenarios]] ||
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|-
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| 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]
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|-
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| Topic 4 || CM-1-4 || Introduction to CRM Reporting || [[Form_Reporting | Form Reporting]] ||
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|-
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| 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]
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|-
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|}
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== Level 2 ==
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{| class="wikitable"
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! style="width:10%" | Topic
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! style="width:10%" | Code
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! style="width:40%" | Title
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! style="width:20%" | Link
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! style="width:20%" | Document
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|-
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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]
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|-
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| Topic 2 || CM-2-2 || Data import management || [[Form_-_Data_Import | Form - Data Import]] ||
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|-
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| Topic 3 || CM-2-3 || Pipeline Configurations || [[Form_-_Record_ownership_strategies | Form - Record ownership strategies]] ||
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|-
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| Topic 4 || CM-2-4 || Data Profiling – Custom Reporting (CRM) || [[Data_Profiling_Overview | Data Profiling Overview]] ||
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|-
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| Topic 5 || CM-2-5 || Logic management || [[Logic_Management | Logic Management]] ||
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|-
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|}
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== Level 3 ==
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{| class="wikitable"
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! style="width:10%" | Topic
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! style="width:10%" | Code
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! style="width:40%" | Title
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! style="width:20%" | Link
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! style="width:20%" | Document
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|-
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| Topic 1 || CM-3-1 || System security management || [[Security_-_Start_Here | Security - Start Here]] ||
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|-
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| Topic 2 || CM-3-2 || Pipeline Optimisations || [[Quality_checks_when_setting_up_a_campaign | Quality checks]] ||
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|-
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| Topic 3 || CM-3-3 || Process documentation and Integration || [[Form_-_Integrating_Documentation | Form - Integrating Documentation]] ||
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|-
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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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|-
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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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|-
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|}
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== Level 4 ==
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{| class="wikitable"
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! style="width:10%" | Topic
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! style="width:10%" | Code
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! style="width:40%" | Title
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! style="width:20%" | Link
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! style="width:20%" | Document
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|-
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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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|-
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| Topic 2 || CM-4-2 || Linked Form Setup || [[Form_-_Cross_Linked_setup | Form - Cross Linked Setup]] ||
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|-
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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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|-
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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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|-
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| Topic 5 || CM-4-5 || Customer Lifecycle Management || ||
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|-
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|}
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== Level 5 ==
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{| class="wikitable"
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! style="width:10%" | Topic
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! style="width:10%" | Code
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! style="width:40%" | Title
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! style="width:20%" | Link
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! style="width:20%" | Document
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|-
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| Topic 1 || CM-5-1 || Unified communications and program design || ||
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|-
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| Topic 2 || CM-5-2 || Muti-Form program design || ||
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|-
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| Topic 3 || CM-5-3 || Customer Evolution Program Design || ||
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|-
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| Topic 4 || CM-5-4 || Integrated marketing and case management design || ||
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|-
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| Topic 5 || CM-5-5 || Security process and procedure considerations || ||
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|-
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|}
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[[Category:Topic:Customer Relationship Management]]

Latest revision as of 21:33, 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 Code Title Link Document
Topic 1 CM-1-1 Introduction to bxp software [1]
Topic 2 CM-1-2 Introduction to CRM CRM Scenarios
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 Code Title Link Document
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 Code Title Link Document
Topic 1 CM-3-1 System security management Security - Start Here
Topic 2 CM-3-2 Pipeline Optimisations Quality checks
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 Code Title Link Document
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 Code Title Link 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
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