8 Marketing
From TrueERP wiki
Overview
Marketing Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] CRM, Marketing and Sales - Do you understand how the CRM and Marketing modules link directly to Sales?
2. [ ] Leads - Do you understand that Lead tracking is the key marketing tool for Sales integration?
3. [ ] Marketing Contact - What is the basic concept of a Marketing Contact and the two key areas it links to?
4. [ ] New Marketing Contact - Can you create a new Marketing contact?
5. [ ] Importing Marketing Lists - Have you been shown how you can import Marketing Lists into ERP?
6. [ ] Telemarketing - What is the main purpose of the Telemarketing section?
7. [ ] Contact Range Selection - Can you define a Contact Selection Range for your Marketing Lists?
8. [ ] Telemarketing Script - Can you create a Script for your Contact List?
9. [ ] Telemarketing Selection - Can you select your newly created contact list and add Follow Up types as you make your calls?
10.[ ] Telemarketing Lists - What effect does the "First Line Only" radio button have on the Telemarketing List?
11.[ ] Prospects - How is a Prospect created in ERP?
12.[ ] Prospect vs Marketing Contact - What is the key difference between these two contact types?
13.[ ] Follow Up Types - How do you create a New Follow Up Type?
14.[ ] Leads - Do you understand that Leads is a way of tracking which Contact Types?
15.[ ] New Lead - What are the different ways of loading contacts as Leads?
16.[ ] Follow Up - How do you set a Follow Up with notes assigned?
17.[ ] Actions - What is an example of an "Action"?
18.[ ] Appointment - How do you create an Appointment from a Lead?
19.[ ] Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?
20.[ ] Main Calendar - What are some of the key benefits of the Main Calendar?
21.[ ] Email Information - How do you create an email Correspondence Reference to send to a Lead?
22.[ ] Quote - How do you create a Quote directly from a Lead?
23.[ ] Converting Quote - Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?
24.[ ] Lead Status - How do you assign a Status to a lead and create a new status if required?
25.[ ] Source - Why is it important to assign a Source to a Lead?
26.[ ] Sales Order & Invoice - Can you create either a new Sales Order or Invoice from a lead?
27.[ ] Reminder Pop Up - How do you set your Lead generated Reminders to load automatically upon logging into ERP?
28.[ ] Reflected in Lead - What data is recorded against the Lead after it is created?
29.[ ] Just Leads - Do you understand that by utilising just the Lead screen, a Customers inception is fully tracked?
30.[ ] Marketing Reports - How do you access the Marketing Action List and what does it track?
31.[ ] Marketing Ratios Report - This report tracks Actions and Sales ratios against what?
32.[ ] Sales Ratios Report - This report tracks Sales ratios against what?
33.[ ] Sales Pipeline - What information is available on the Sales Pipeline Report?
34.[ ] What It Took - Where would you look to find out "What It Took" to gain a new Customer?
35.[ ] Print Reminders - Where is the "Print Reminders" button located and what is its primary benefit?
36. ] Contact To Customer - Can you now see how using the Marketing module efficiently can take you from a Marketing Contact to a Customer with a complete record of what it took to get there?
Notes: Are there any aspects in this area that more training would be useful? _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________
