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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Topic 1 CM-1-1
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Introduction to BE
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Topic 2 CM-1-2
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Introduction to CRM
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Topic 3 CM-1-3
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Introduction to Blended Form Structure
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Topic 4 CM-1-4
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Introduction to CRM Reporting
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Topic 5 CM-1-5
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Introduction to Outcomes
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== Level 2 ==
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Topic 1 CM-2-1
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Security and Custom Interface configuration
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Topic 2 CM-2-2
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Data import management
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Topic 3 CM-2-3
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Pipeline Configurations
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Topic 4 CM-2-4
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Data Profiling – Custom Reporting (CRM)
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Topic 5 CM-2-5
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Logic management
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== Level 3 ==
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Topic 1 CM-3-1
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System security management
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Topic 2 CM-3-2
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Pipeline Optimisations
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Topic 3 CM-3-3
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Process documentation and Integration
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Topic 4 CM-3-4
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NPS, CES and Surveys
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Topic 5 CM-3-5
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CRM Configuration
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== Level 4 ==
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Topic 1 CM-4-1
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Customer Record Management
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Topic 2 CM-4-2
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Linked Form Setup
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Topic 3 CM-4-3
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CTI Integration
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Topic 4 CM-4-4
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Case management & reporting
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Topic 5 CM-4-5
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Customer Lifecycle Management
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== Level 5 ==
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Topic 1 CM-5-1
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Unified communications and program design
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Topic 2 CM-5-2
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Muti-Form program design
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Topic 3 CM-5-3
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Customer Evolution Program Design
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Topic 4 CM-5-4
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Integrated marketing and case management design
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Topic 5 CM-5-5
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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