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:

Contents

1 Level 1

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