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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| Topic 3 || CM-2-3 || Pipeline Configurations || [[Form_-_Record_ownership_strategies | Form - Record ownership strategies]] || | | Topic 3 || CM-2-3 || Pipeline Configurations || [[Form_-_Record_ownership_strategies | Form - Record ownership strategies]] || | ||
|- | |- | ||
| − | | Topic 4 || CM-2-4 || Data Profiling – Custom Reporting (CRM) || [[Data_Profiling_Overview | + | | Topic 4 || CM-2-4 || Data Profiling – Custom Reporting (CRM) || [[Data_Profiling_Overview | Data Profiling Overview]] || |
|- | |- | ||
| Topic 5 || CM-2-5 || Logic management || [[Logic_Management | Logic Management]] || | | Topic 5 || CM-2-5 || Logic management || [[Logic_Management | Logic Management]] || | ||
| Line 63: | Line 63: | ||
! style="width:20%" | Document | ! style="width:20%" | Document | ||
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| − | | Topic 1 || CM-3-1 || System security management || [[Security_-_Start_Here]] || | + | | Topic 1 || CM-3-1 || System security management || [[Security_-_Start_Here | Security - Start Here]] || |
|- | |- | ||
| Topic 2 || CM-3-2 || Pipeline Optimisations || [[Quality_checks_when_setting_up_a_campaign | Quality checks]] || | | Topic 2 || CM-3-2 || Pipeline Optimisations || [[Quality_checks_when_setting_up_a_campaign | Quality checks]] || | ||
Latest revision as of 21:33, 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 | 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 | |
| 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 |
