7 CRM - Revision history

Mauzy at 14:04, 2 December 2014

2014-12-02T14:04:53Z

Simon@erpoz.com: /* Overview */

2014-11-21T01:14:07Z

‎Overview

Simon Clive at 15:26, 18 February 2014

2014-02-18T15:26:12Z

Simon Clive at 00:10, 9 September 2011

2011-09-09T00:10:45Z

Simon Clive at 06:56, 7 September 2011

2011-09-07T06:56:48Z

Show changes

Simon Clive at 02:51, 28 June 2011

2011-06-28T02:51:38Z

Simon Clive at 02:50, 28 June 2011

2011-06-28T02:50:55Z

Simon Clive at 02:49, 28 June 2011

2011-06-28T02:49:25Z

Simon Clive: Created page with " Answers="

2011-06-28T02:34:16Z

Created page with "<menu align="center" name="myMenu"> Answers="

New page

<menu align="center" name="myMenu">
Answers=

← Older revision		Revision as of 14:04, 2 December 2014
Line 1:		Line 1:
		+	<menu name="myMenu" align="center">
		+	Answers=
		+	[[1. Source Tracking]]
		+	[[2. Source List]]
		+	[[3. Defining Customers]]
		+	[[4. Enforce Source Tracking]]
		+	[[5. Source Tracking]]
		+	[[6. Source Enquiries]]
		+	[[7. Source List]]
		+	[[8. Leads]]
		+	[[9. Reporting]]
		+	[[10. Leads Video]]
		+	[[11. Mail Merge]]
		+	[[12. Emails and Spam]]
		+	[[13. Mail Merge Customers]]
		+	[[14. Mail Merge Templates]]
		+	[[15. Loyalty Setup]]
		+	[[16. Loyalty Video]]
		+	[[17. Reward Points]]
		+	[[18. Displaying Points]]
		+	[[19. POS Points]]
		+	[[20. Redeeming POS Points]]
		+	[[21. Showing Customer Points]]
		+	[[22. CRM Reports]]
		+	[[23. CRM, Marketing and Leads]]
		+	[[24. Feedback Reports]]
		+	[[25. Customer History]]
		+	[[26. Customer Contacts]]
		+	[[27. Contact Correspondence]]
		+	[[28. New Contacts]]
		+	[[29. Customisable Fields]]
		+	[[30. Follow Ups]]
		+	[[31. Global List]]
		+
		+
		+
		+	</menu>
		+
		+
		+
	== Overview ==		== Overview ==

@@ Line 13: / Line 13: @@
 <br>
-. [ ] Source Tracking&nbsp; - Do you know how to create a new Source and assign an Expense Account and Est Cost?<br>
+. [ ] Source Tracking - Do you know how to create a new Source and assign an Expense Account and Est Cost?
 . [ ] Source List - Do you know where to view the Source List?
-. [ ] Defining Customers - Where do you assign a Source to a Customer? Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Customer?
+. [ ] Defining Customers - Where do you assign a Source to a Customer?
-. [ ] Source Tracking - What is the benefit of creating an appointment for a Customer that has a source assigned?
+. [ ] Enforce Source Tracking - Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Customer?
-. [ ] Adjusting Enquiries - Do you understand how to make an enquiry?
+. [ ] Source Tracking - What is the benefit of creating an appointment for a Customer that has a source assigned?
-. [ ] Leads - What is the relationship between Source and Leads?
+. [ ] Source Enquiries - Do you understand how to make an enquiry?
-. [ ] Leads Video - Have you watched the Leads video?
+. [ ] Source List - Do you understand what Ratios are tracked in the Source LIst?
-. [ ] Mail Merge - Can you correctly use the Mail Merge Function?
+. [ ] Leads - What is the relationship between Source and Leads?
-. [ ] Emails and Spam - Why do you have to be extra careful about the amount of emails you send to 1 Customer?
+. [ ] Reporting - Have you reviewed the Sales Pipeline, Sales Ratio and Marketing Ratios reports?
-. [ ] Mail Merge Customers - Are you aware of how to send bulk mail merged information by email and the need to use a Mass&nbsp; Mail Company for sending?
+. [ ] Leads Video - Have you watched the Leads video?
-. [ ] Mail Merge Template - Do you know where to locate and adjust the mail merge document template?
+. [ ] Mail Merge - Can you correctly use the Mail Merge Function?
-. [ ] Loyalty Setup - Do you know how the Loyalty Program works?
+. [ ] Emails and Spam - Why do you have to be careful about the amount of group emails you?
-. [ ] Loyalty Video - Have you watched the loyalty video?
+. [ ] 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?
-. [ ] Reward Points Assigned - How do you manage the Points against Products?
+. [ ] Mail Merge Template - Do you know where to locate and adjust the mail merge document template?
-. [ ] Displaying Points - Do you know where to find the reward points on an invoice?
+. [ ] Loyalty Setup - Do you know how the Loyalty Program works?
-. [ ] 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?&nbsp;
+. [ ] Loyalty Video - Have you watched the loyalty video?
-. [ ] Redeeming POS Points - Can you define your points to a product both singularly and Multiple?
+. [ ] Reward Points Assigned - How do you manage the Points against Products?
-. [ ] Showing Customer Points - Can you keep checks on what points are still available to Customers?
+. [ ] Displaying Points - Do you know where to find the reward points on an invoice?
-. [ ] CRM Reports - Do you know how to use CRM reports?
+. [ ] 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?&nbsp;
-. [ ] CRM, Marketing and Leads - Have you watched the video and do you understand it?
+. [ ] Redeeming POS Points - Can you define your points to a product both singularly and Multiple?
-. [ ] FeedBack Reports - Where is the main area your feedback comes from?
+. [ ] Showing Customer Points - Can you keep checks on what points are still available to Customers?
-. [ ] Customer History - Do you know where to view Customer History?
+. [ ] CRM Reports - Do you know how to use CRM reports?
-. [ ] Customer Contacts - Are you able to enter Customer Contact details?
+. [ ] CRM, Marketing and Leads - Have you watched the video and do you understand it?
-. [ ] Contact Correspondence - Can you send correspondence from within the Contact Tab?
+. [ ] FeedBack Reports - Where is the main area your feedback comes from?
-. [ ] New Contacts - Do you know how to add a new contact?
+. [ ] Customer History - Do you know where to view Customer History?
-. [ ] Customisable Fields - What can you track with customisable fields?
+. [ ] Customer Contacts - Are you able to enter Customer Contact details?
-. [ ] Follow Ups - What do you enter into your follow ups?
+. [ ] Contact Correspondence - Can you send correspondence from within the Contact Tab?
-. [ ] Global List&nbsp; - What does your Global List contain?
+. [ ] New Contacts - Do you know how to add a new contact?
 <br>Notes: Are there any aspects in this area that more training would be useful?
 ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________

@@ Line 1: / Line 1: @@
 == Overview  ==
 Customer Relationship Management Training
 <br>
-<br> Company:___________________________ Signed:____________________________
+<br>Company:___________________________ Signed:____________________________
 Name:___________________ Position:______________ Date: _____________
 Trainee to complete: Please tick<br>
 <br>
 . [ ] Source Tracking&nbsp; - Do you know how to create a new Source and assign an Expense Account and Est Cost?<br>
 . [ ] Source List - Do you know where to view the Source List?
@@ Line 103: / Line 69: @@
 . [ ] Global List&nbsp; - What does your Global List contain?
-<br> Notes: Are there any aspects in this area that more training would be useful?
+<br>Notes: Are there any aspects in this area that more training would be useful?
 ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________

@@ Line 43: / Line 43: @@
 Name:___________________ Position:______________ Date: _____________
 Trainee to complete: Please tick<br>
 <br>
-. [ ] Source Tracking&nbsp; Do you know how to create a new Source and assign an Expense Account and Est Cost?<br>
+. [ ] Source Tracking&nbsp; - Do you know how to create a new Source and assign an Expense Account and Est Cost?<br>
-. [ ] Source List&nbsp; Do you know where to view the Source List?
+. [ ] Source List - Do you know where to view the Source List?
-. [ ] Defining Customers&nbsp; Where do you assign a Source to a Customer? Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Customer?
+. [ ] Defining Customers - Where do you assign a Source to a Customer? Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Customer?
-. [ ] Source Tracking&nbsp; What is the benefit of creating an appointment for a Customer that has a source assigned?
+. [ ] Source Tracking - What is the benefit of creating an appointment for a Customer that has a source assigned?
-. [ ] Adjusting Enquiries Do you understand how to make an enquiry?
+. [ ] Adjusting Enquiries - Do you understand how to make an enquiry?
-. [ ] Leads What is the relationship between Source and Leads?
+. [ ] Leads - What is the relationship between Source and Leads?
-. [ ] Leads Video Have you watched the Leads video?
+. [ ] Leads Video - Have you watched the Leads video?
-. [ ] Mail Merge Can you correctly use the Mail Merge Function?
+. [ ] Mail Merge - Can you correctly use the Mail Merge Function?
-. [ ] Emails and Spam Why do you have to be extra careful about the amount of emails you send to 1 Customer?
+. [ ] Emails and Spam - Why do you have to be extra careful about the amount of emails you send to 1 Customer?
-. [ ] Mail Merge Customers Are you aware of how to send bulk mail merged information by email and the need to use a Mass&nbsp; Mail Company for sending?
+. [ ] Mail Merge Customers - Are you aware of how to send bulk mail merged information by email and the need to use a Mass&nbsp; Mail Company for sending?
-. [ ] Mail Merge Template Do you know where to locate and adjust the mail merge document template?
+. [ ] Mail Merge Template - Do you know where to locate and adjust the mail merge document template?
-. [ ] Loyalty Setup Do you know how the Loyalty Program works?
+. [ ] Loyalty Setup - Do you know how the Loyalty Program works?
-. [ ] Loyalty Video Have you watched the loyalty video?
+. [ ] Loyalty Video - Have you watched the loyalty video?
-. [ ] Reward Points Assigned How do you manage the Points against Products?
+. [ ] Reward Points Assigned - How do you manage the Points against Products?
-. [ ] Displaying Points Do you know where to find the reward points on an invoice?
+. [ ] Displaying Points - Do you know where to find the reward points on an invoice?
-. [ ] 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?&nbsp;
+. [ ] 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?&nbsp;
-. [ ] Redeeming POS Points Can you define your points to a product both singularly and Multiple?
+. [ ] Redeeming POS Points - Can you define your points to a product both singularly and Multiple?
-. [ ] Showing Customer Points Can you keep checks on what points are still available to Customers?
+. [ ] Showing Customer Points - Can you keep checks on what points are still available to Customers?
-. [ ] CRM Reports Do you know how to use CRM reports?
+. [ ] CRM Reports - Do you know how to use CRM reports?
-. [ ] CRM, Marketing and Leads Have you watched the video and do you understand it?
+. [ ] CRM, Marketing and Leads - Have you watched the video and do you understand it?
-. [ ] FeedBack Reports Where is the main area your feedback comes from?
+. [ ] FeedBack Reports - Where is the main area your feedback comes from?
-. [ ] Customer History Do you know where to view Customer History?
+. [ ] Customer History - Do you know where to view Customer History?
-. [ ] Customer Contacts Are you able to enter Customer Contact details?
+. [ ] Customer Contacts - Are you able to enter Customer Contact details?
-. [ ] Contact Correspondence Can you send correspondence from within the Contact Tab?
+. [ ] Contact Correspondence - Can you send correspondence from within the Contact Tab?
-. [ ] New Contacts Do you know how to add a new contact?
+. [ ] New Contacts - Do you know how to add a new contact?
-. [ ] Customisable Fields What can you track with customisable fields?
+. [ ] Customisable Fields - What can you track with customisable fields?
-. [ ] Follow Ups What do you enter into your follow ups?
+. [ ] Follow Ups - What do you enter into your follow ups?
-. [ ] Global List&nbsp; What does your Global List contain?
+. [ ] Global List&nbsp; - What does your Global List contain?
 <br> Notes: Are there any aspects in this area that more training would be useful?
 ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________

← Older revision		Revision as of 02:51, 28 June 2011
Line 33:		Line 33:
	</menu>		</menu>

−	== Overview ==	+	== 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?
		+	Do you know where to locate the Preference to force the entry of a 'Source' when creating
		+	a new Customer?
		+
		+	4. [ ] Source Tracking
		+	What is the benefit of creating an appointment for a Customer that has a source assigned?
		+
		+	5. [ ] Adjusting Enquiries
		+	Do you understand how to make an enquiry?
		+
		+	6. [ ] Leads
		+	What is the relationship between Source and Leads?
		+
		+	7. [ ] Leads Video
		+	Have you watched the Leads video?
		+
		+	8. [ ] Mail Merge
		+	Can you correctly use the Mail Merge Function?
		+
		+	9. [ ] Emails and Spam
		+	Why do you have to be extra careful about the amount of emails you send to 1 Customer?
		+
		+	10. [ ] 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?
		+
		+	11. [ ] Mail Merge Template
		+	Do you know where to locate and adjust the mail merge document template?
		+
		+	12. [ ] Loyalty Setup
		+	Do you know how the Loyalty Program works?
		+
		+	13. [ ] Loyalty Video
		+	Have you watched the loyalty video?
		+
		+	14. [ ] Reward Points Assigned
		+	How do you manage the Points against Products?
		+
		+	15. [ ] Displaying Points
		+	Do you know where to find the reward points on an invoice?
		+
		+	16. [ ] 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?
		+
		+	17. [ ] Redeeming POS Points
		+	Can you define your points to a product both singularly and Multiple?
		+
		+	18. [ ] Showing Customer Points
		+	Can you keep checks on what points are still available to Customers?
		+
		+	19. [ ] CRM Reports
		+	Do you know how to use CRM reports?
		+
		+	20. [ ] CRM, Marketing and Leads
		+	Have you watched the video and do you understand it?
		+
		+	21. [ ] FeedBack Reports
		+	Where is the main area your feedback comes from?
		+
		+	22. [ ] Customer History
		+	Do you know where to view Customer History?
		+
		+	23. [ ] Customer Contacts
		+	Are you able to enter Customer Contact details?
		+
		+	24. [ ] Contact Correspondence
		+	Can you send correspondence from within the Contact Tab?
		+
		+	25. [ ] New Contacts
		+	Do you know how to add a new contact?
		+
		+	26. [ ] Customisable Fields
		+	What can you track with customisable fields?
		+
		+	27. [ ] Follow Ups
		+	What do you enter into your follow ups?
		+
		+	28. [ ] Global List
		+	What does your Global List contain?
		+
		+
		+	Notes:
		+	Are there any aspects in this area that more training would be useful?
		+
		+	______________________________________________________________________________
		+	______________________________________________________________________________
		+	______________________________________________________________________________
		+	______________________________________________________________________________
		+	______________________________________________________________________________

@@ Line 1: / Line 1: @@
-<menu name="myMenu" align="center">
+<menu align="center" name="myMenu">
 Answers=
 [[1 Source Tracking]]
@@ Line 31: / Line 31: @@
+== Overview  ==
-−
-−
-−
-</menu>

← Older revision		Revision as of 02:49, 28 June 2011
Line 1:		Line 1:
−	<menu ~~align~~="~~center~~" ~~name~~="~~myMenu~~">	+	<menu name="myMenu" align="center">
	Answers=		Answers=
		+	[[1 Source Tracking]]
		+	[[2 Source List]]
		+	[[3 Defining Customers]]
		+	[[4 Source Tracking Appointments]]
		+	[[5 Source Type]]
		+	[[6 Adjusting Enquiries]]
		+	[[7 Leads]]
		+	[[8 Mail Merge]]
		+	[[9 Emails and Spam]]
		+	[[10 Mail Merge Customers]]
		+	[[11 Mail Merge Template]]
		+	[[12 Loyalty Setup]]
		+	[[13 Reward Points Assigned]]
		+	[[14 Displaying Points]]
		+	[[15 POS Points]]
		+	[[16 Redeeming POS Points]]
		+	[[17 Showing Customer Points]]
		+	[[18 CRM Reports]]
		+	[[19 CRM Marketing Leads]]
		+	[[20 Feedback Reports]]
		+	[[21 Customer History]]
		+	[[22 Customer Contacts]]
		+	[[23 Contact Correspondence]]
		+	[[24 New Contacts]]
		+	[[25 Customisable Fields]]
		+	[[26 Follow Ups]]
		+	[[27 Global Lists]]
		+
		+
		+
		+
		+
		+
		+
		+
		+	</menu>