Customer Relationship Management Training

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