7 CRM
From TrueERP wiki
Overview
Customer Relationship Management Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Source Tracking - Do you know how to create a new Source and assign an Expense Account and Est Cost?
2. [ ] Source List - Do you know where to view the Source List?
3. [ ] Defining Customers - Where do you assign a Source to a Customer?
4. [ ] Enforce Source Tracking - Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Customer?
5. [ ] Source Tracking - What is the benefit of creating an appointment for a Customer that has a source assigned?
6. [ ] Source Enquiries - Do you understand how to make an enquiry?
7. [ ] Source List - Do you understand what Ratios are tracked in the Source LIst?
8. [ ] Leads - What is the relationship between Source and Leads?
9. [ ] Reporting - Have you reviewed the Sales Pipeline, Sales Ratio and Marketing Ratios reports?
10. [ ] Leads Video - Have you watched the Leads video?
11. [ ] Mail Merge - Can you correctly use the Mail Merge Function?
12. [ ] Emails and Spam - Why do you have to be careful about the amount of group emails you?
13. [ ] Mail Merge Customers - Are you aware of how to send bulk mail merged information by email and the need to use a Mass Mail Company for sending?
14. [ ] Mail Merge Template - Do you know where to locate and adjust the mail merge document template?
15. [ ] Loyalty Setup - Do you know how the Loyalty Program works?
16. [ ] Loyalty Video - Have you watched the loyalty video?
17. [ ] Reward Points Assigned - How do you manage the Points against Products?
18. [ ] Displaying Points - Do you know where to find the reward points on an invoice?
19. [ ] POS Points - What is the main point to be remembered in this section? What do you have to put in before any points can be assigned?
20. [ ] Redeeming POS Points - Can you define your points to a product both singularly and Multiple?
21. [ ] Showing Customer Points - Can you keep checks on what points are still available to Customers?
22. [ ] CRM Reports - Do you know how to use CRM reports?
23. [ ] CRM, Marketing and Leads - Have you watched the video and do you understand it?
24. [ ] FeedBack Reports - Where is the main area your feedback comes from?
25. [ ] Customer History - Do you know where to view Customer History?
26. [ ] Customer Contacts - Are you able to enter Customer Contact details?
27. [ ] Contact Correspondence - Can you send correspondence from within the Contact Tab?
28. [ ] New Contacts - Do you know how to add a new contact?
29. [ ] Customisable Fields - What can you track with customisable fields?
30. [ ] Follow Ups - What do you enter into your follow ups?
31. [ ] Global List - What does your Global List contain?
Notes: Are there any aspects in this area that more training would be useful?
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