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	Code	Title	Link	Document
Topic 1	CM-1-1	Introduction to bxp software		[1]
Topic 2	CM-1-2	Introduction to CRM	CRM Scenarios
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	Code	Title	Link	Document
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	Code	Title	Link	Document
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	Code	Title	Link	Document
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	Code	Title	Link	Document
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