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 == | ||
| − | + | {| class="wikitable" | |
| − | Topic 1 CM-1-1 | + | ! Topic |
| − | + | ! Code | |
| − | + | ! Title | |
| − | Topic 2 CM-1-2 | + | ! Link |
| − | + | ! 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] |
| − | + | |- | |
| − | + | | Topic 2 || CM-1-2 || Introduction to CRM || [[Scenarios#Customer_Relationship_Management_.28CRM.29]] || | |
| − | Topic 4 CM-1-4 | + | |- |
| − | + | | 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]] || |
| − | + | |- | |
| − | + | | 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] | |
| + | |- | ||
| + | |} | ||
Revision as of 21:18, 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 | 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
