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. | |
| + | |||
| + | Our training courses available are: | ||
| + | |||
| + | |||
| + | == Level 1 == | ||
| + | |||
| + | Topic 1 CM-1-1 | ||
| + | Introduction to BE | ||
| + | |||
| + | Topic 2 CM-1-2 | ||
| + | Introduction to CRM | ||
| + | |||
| + | Topic 3 CM-1-3 | ||
| + | Introduction to Blended Form Structure | ||
| + | |||
| + | Topic 4 CM-1-4 | ||
| + | Introduction to CRM Reporting | ||
| + | |||
| + | Topic 5 CM-1-5 | ||
| + | Introduction to Outcomes | ||
| + | |||
| + | |||
| + | |||
| + | == Level 2 == | ||
| + | |||
| + | Topic 1 CM-2-1 | ||
| + | Security and Custom Interface configuration | ||
| + | |||
| + | Topic 2 CM-2-2 | ||
| + | Data import management | ||
| + | |||
| + | Topic 3 CM-2-3 | ||
| + | Pipeline Configurations | ||
| + | |||
| + | Topic 4 CM-2-4 | ||
| + | Data Profiling – Custom Reporting (CRM) | ||
| + | |||
| + | Topic 5 CM-2-5 | ||
| + | Logic management | ||
| + | |||
| + | |||
| + | == Level 3 == | ||
| + | |||
| + | Topic 1 CM-3-1 | ||
| + | System security 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 == | ||
| + | |||
| + | Topic 1 CM-4-1 | ||
| + | Customer Record 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 == | ||
| + | |||
| + | 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 | ||
Revision as of 17:43, 3 March 2014
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 BE
Topic 2 CM-1-2 Introduction to CRM
Topic 3 CM-1-3 Introduction to Blended Form Structure
Topic 4 CM-1-4 Introduction to CRM Reporting
Topic 5 CM-1-5 Introduction to Outcomes
2 Level 2
Topic 1 CM-2-1 Security and Custom Interface configuration
Topic 2 CM-2-2 Data import management
Topic 3 CM-2-3 Pipeline Configurations
Topic 4 CM-2-4 Data Profiling – Custom Reporting (CRM)
Topic 5 CM-2-5 Logic management
3 Level 3
Topic 1 CM-3-1 System security 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
4 Level 4
Topic 1 CM-4-1 Customer Record 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
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