8 Marketing - Revision history

Mauzy at 12:14, 18 December 2014

2014-12-18T12:14:56Z

Simon@erpoz.com at 04:31, 8 December 2014

2014-12-08T04:31:02Z

Simon@erpoz.com at 04:30, 8 December 2014

2014-12-08T04:30:32Z

Simon@erpoz.com: /* Overview */

2014-12-08T04:28:22Z

‎Overview

Simon Clive at 15:28, 18 February 2014

2014-02-18T15:28:47Z

Simon Clive at 00:16, 9 September 2011

2011-09-09T00:16:58Z

Simon Clive at 06:58, 7 September 2011

2011-09-07T06:58:58Z

Show changes

Simon Clive at 04:31, 28 June 2011

2011-06-28T04:31:23Z

Simon Clive at 04:30, 28 June 2011

2011-06-28T04:30:39Z

Simon Clive at 04:18, 28 June 2011

2011-06-28T04:18:47Z

← Older revision		Revision as of 12:14, 18 December 2014
Line 1:		Line 1:
		+	<menu name="myMenu" align="center">
		+	Answers=
		+	[[1 CRM, Marketing and Sales]]
		+	[[2 Leads]]
		+	[[3 Marketing Contact]]
		+	[[4 New Marketing Contact ]]
		+	[[5 Importing Marketing Lists]]
		+	[[6 Telemarketing]]
		+	[[7 Contact Range Selection]]
		+	[[8 Telemarketing Script]]
		+	[[9 Telemarketing Selection]]
		+	[[10 Telemarketing Lists]]
		+	[[11 Prospects]]
		+	[[12 Prospect vs Marketing Contact]]
		+	[[13 Follow Up Types]]
		+	[[14 Leads]]
		+	[[15 New Lead]]
		+	[[16 Follow Up]]
		+	[[17 Actions]]
		+	[[18 Appointment]]
		+	[[19 Appointment Notes]]
		+	[[20 Main Calendar]]
		+	[[21 Email Information]]
		+	[[22 Quote]]
		+	[[23 Converting Quote]]
		+	[[24 Lead Status]]
		+	[[25 Source]]
		+	[[26 Sales Order & Invoice]]
		+	[[27 Reminder Pop Up]]
		+	[[28 Reflected in Lead]]
		+	[[29 Just Leads]]
		+	[[30 Marketing Reports]]
		+	[[31 Marketing Ratios Report]]
		+	[[32 Sales Ratios Report]]
		+	[[33 Sales Pipeline]]
		+	[[34 What It Took]]
		+	[[35 Print Reminders]]
		+	[[36 Contact To Customer]]
		+
		+	</menu>
		+
	== Overview ==		== Overview ==

← Older revision		Revision as of 04:31, 8 December 2014
Line 1:		Line 1:
−	~~<menu align="center" name="myMenu">~~
−	~~Answers=~~
−
	== Overview ==		== Overview ==

← Older revision		Revision as of 04:30, 8 December 2014
Line 1:		Line 1:
		+	<menu align="center" name="myMenu">
		+	Answers=
		+
	== Overview ==		== Overview ==

@@ Line 15: / Line 15: @@
 . [ ] CRM, Marketing and Sales - Do you understand how the CRM and Marketing modules link directly to Sales?
-. [ ] Leads Module - Do you understand that a Lead is the key marketing tool for Sales integration?
+. [ ] Leads - Do you understand that Lead tracking is the key marketing tool for Sales integration?
-. [ ] Marketing Reports - What are the primary Ratio Reports in relation to Marketing?
+. [ ] Marketing Contact - What is the basic concept of a Marketing Contact and the two key areas it links to?
-. [ ] Marketing Contact - What is the basic concept of a Marketing Contact and where does it link to?
+. [ ] New Marketing Contact - Can you create a new Marketing contact?
-. [ ] Prospects To Customers - How is a Prospect created and how does a Prospect become a Customer?
+. [ ] Importing Marketing Lists - Have you been shown how you can import Marketing Lists into ERP?
 . [ ] Telemarketing - What is the main purpose of the Telemarketing section?
-. [ ] Contact Range Selection - What is the Contact Selection Range used for and what does it link to?
+. [ ] Contact Range Selection - Can you define a Contact Selection Range for your Marketing Lists?
-. [ ] Telemarketing Selection - Where does the Telemarketing data feed from, and where does it feed to?
+. [ ] Telemarketing Script - Can you create a Script for your Contact List?
-. [ ] New Lead - What are the different ways to create a Lead?
+. [ ] Telemarketing Selection - Can you select your newly created contact list and add Follow Up types as you make your calls?
-. [ ] Edit Lead Within the Lead screen - How do you load the editable screen?
+.[ ] Telemarketing Lists - What effect does the "First Line Only" radio button have on the Telemarketing List?
-. [ ] Actions - What is an example of an "Action"?
+.[ ] Prospects - How is a Prospect created in ERP?
-. [ ] Follow Up - How do you set a Follow Up with notes assigned?
+.[ ] Prospect vs Marketing Contact - What is the key difference between these two contact types?
-. [ ] Reminder Pop Up - How do you set your Reminders to pop up automatically upon logging into ERP? How do you action the Reminder when it pops up?
+.[ ] Follow Up Types - How do you create a New Follow Up Type?
-. [ ] Sales Pipeline - What information is available on the Sales Pipeline Report?
+.[ ] Leads - Do you understand that Leads is a way of tracking which Contact Types?
-. [ ] Lead Status - How do you assign a Status to a lead? Where do you create your 'Status' list?
+.[ ] New Lead - What are the different ways of loading contacts as Leads?
-. [ ] Appointment - How do you create an Appointment from a Lead?
+.[ ] Follow Up - How do you set a Follow Up with notes assigned?
-. [ ] Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?
+.[ ] Actions - What is an example of an "Action"?
-. [ ] Main Calendar - What are some of the key benefits of the Main Calendar?
+.[ ] Appointment - How do you create an Appointment from a Lead?
-. [ ] Itinerary - Where can you print a Reps Itinerary from?
+.[ ] Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?
-. [ ] Email Appointments - How do you email an Appointment Itinerary to a Rep?
+.[ ] Main Calendar - What are some of the key benefits of the Main Calendar?
-. [ ] Email Information - From where do you create an email to send to a Lead?
+.[ ] Email Information - How do you create an email Correspondence Reference to send to a Lead?
-. [ ] Marketing Reports - How do you access the Marketing Action List and what is the benefit of this List?
+.[ ] Quote - How do you create a Quote directly from a Lead?
-. [ ] Quote - How do you create a Quote directly from a Lead?
+.[ ] Converting Quote - Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?
-. [ ] What It Took - Where would you look to find out "What It Took" to gain a new Customer?
+.[ ] Lead Status - How do you assign a Status to a lead and create a new status if required?
-. [ ] Sales Pipeline - Review the Sales Pipeline Report for up-to-date reporting on any Lead and/or Rep.
+.[ ] Source - Why is it important to assign a Source to a Lead?
-. [ ] Converting Quote - Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?
+.[ ] Sales Order & Invoice - Can you create either a new Sales Order or Invoice from a lead?
-. [ ] Sales Order - What happens to a Sales Order at the point of conversion from a Quote?
+.[ ] Reminder Pop Up - How do you set your Lead generated Reminders to load automatically upon logging into ERP?
-. [ ] Reflected in Lead - What data is recorded against the Lead after the Quote is converted to a Sales Order?
+.[ ] Reflected in Lead - What data is recorded against the Lead after it is created?
-. [ ] Invoice - How do you create an Invoice directly from a Lead?
+.[ ] Just Leads - Do you understand that by utilising just the Lead screen, a Customers inception is fully tracked?
-. [ ] Ratios - Where can you access the Sales Ratios Report? What beneficial information does this Report contain?
+.[ ] Marketing Reports - How do you access the Marketing Action List and what does it track?
-. [ ] Just Leads - Do you understand that by utilising just the Lead screen, a Customers inception is fully tracked?
+.[ ] Sales Ratios Report - This report tracks Sales ratios against what?
-. [ ] Print Reminders - Where is the "Print Reminders" button located and what is its primary benefit?
+.[ ] Sales Pipeline - What information is available on the Sales Pipeline Report?
 <br>Notes: Are there any aspects in this area that more training would be useful? _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________

@@ Line 1: / Line 1: @@
 == Overview  ==
 Marketing Training
 <br>
 Company:___________________________ Signed:____________________________
@@ Line 54: / Line 11: @@
 Trainee to complete: Please tick
 <br>
 . [ ] CRM, Marketing and Sales - Do you understand how the CRM and Marketing modules link directly to Sales?
@@ Line 122: / Line 79: @@
 . [ ] 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?
-<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 52: / Line 52: @@
 Name:___________________ Position:______________ Date: _____________
 Trainee to complete: Please tick
-. [ ] CRM, Marketing and Sales Do you understand how the CRM and Marketing modules link directly to Sales?
+. [ ] Leads Module - Do you understand that a Lead is the key marketing tool for Sales integration?
-. [ ] Leads Module Do you understand that a Lead is the key marketing tool for Sales integration?
+. [ ] Marketing Reports - What are the primary Ratio Reports in relation to Marketing?
-. [ ] Marketing Reports What are the primary Ratio Reports in relation to Marketing?
+. [ ] Marketing Contact - What is the basic concept of a Marketing Contact and where does it link to?
-. [ ] Marketing Contact What is the basic concept of a Marketing Contact and where does it link to?
+. [ ] Prospects To Customers - How is a Prospect created and how does a Prospect become a Customer?
-. [ ] Prospects To Customers How is a Prospect created and how does a Prospect become a Customer?
+. [ ] Telemarketing - What is the main purpose of the Telemarketing section?
-. [ ] Telemarketing What is the main purpose of the Telemarketing section?
+. [ ] Contact Range Selection - What is the Contact Selection Range used for and what does it link to?
-. [ ] Contact Range Selection What is the Contact Selection Range used for and what does it link to?
+. [ ] Telemarketing Selection - Where does the Telemarketing data feed from, and where does it feed to?
-. [ ] Telemarketing Selection Where does the Telemarketing data feed from, and where does it feed to?
+. [ ] New Lead - What are the different ways to create a Lead?
-. [ ] New Lead What are the different ways to create a Lead?
+. [ ] Edit Lead Within the Lead screen - How do you load the editable screen?
-. [ ] Edit Lead Within the Lead screen, how do you load the editable screen?
+. [ ] Actions - What is an example of an "Action"?
-. [ ] Actions What is an example of an "Action"?
+. [ ] Follow Up - How do you set a Follow Up with notes assigned?
-. [ ] Follow Up How do you set a Follow Up with notes assigned?
+. [ ] Reminder Pop Up - How do you set your Reminders to pop up automatically upon logging into ERP? How do you action the Reminder when it pops up?
-. [ ] Reminder Pop Up How do you set your Reminders to pop up automatically upon logging into ERP? How do you action the Reminder when it pops up?
+. [ ] Sales Pipeline - What information is available on the Sales Pipeline Report?
-. [ ] Sales Pipeline What information is available on the Sales Pipeline Report?
+. [ ] Lead Status - How do you assign a Status to a lead? Where do you create your 'Status' list?
-. [ ] Lead Status How do you assign a Status to a lead? Where do you create your 'Status' list?
+. [ ] Appointment - How do you create an Appointment from a Lead?
-. [ ] Appointment How do you create an Appointment from a Lead?
+. [ ] Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?
-. [ ] Appointment Notes What happens to any notes added to an Appointment, i.e. where else do they display?
+. [ ] Main Calendar - What are some of the key benefits of the Main Calendar?
-. [ ] Main Calendar What are some of the key benefits of the Main Calendar?
+. [ ] Itinerary - Where can you print a Reps Itinerary from?
-. [ ] Itinerary Where can you print a Reps Itinerary from?
+. [ ] Email Appointments - How do you email an Appointment Itinerary to a Rep?
-. [ ] Email Appointments How do you email an Appointment Itinerary to a Rep?
+. [ ] Email Information - From where do you create an email to send to a Lead?
-. [ ] Email Information From where do you create an email to send to a Lead?
+. [ ] Marketing Reports - How do you access the Marketing Action List and what is the benefit of this List?
-. [ ] Marketing Reports How do you access the Marketing Action List and what is the benefit of this List?
+. [ ] Quote - How do you create a Quote directly from a Lead?
-. [ ] Quote How do you create a Quote directly from a Lead?
+. [ ] What It Took - Where would you look to find out "What It Took" to gain a new Customer?
-. [ ] What It Took Where would you look to find out "What It Took" to gain a new Customer?
+. [ ] Sales Pipeline - Review the Sales Pipeline Report for up-to-date reporting on any Lead and/or Rep.
-. [ ] Sales Pipeline Review the Sales Pipeline Report for up-to-date reporting on any Lead and/or Rep.
+. [ ] Converting Quote - Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?
-. [ ] Converting Quote Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?
+. [ ] Sales Order - What happens to a Sales Order at the point of conversion from a Quote?
-. [ ] Sales Order What happens to a Sales Order at the point of conversion from a Quote?
+. [ ] Reflected in Lead - What data is recorded against the Lead after the Quote is converted to a Sales Order?
-. [ ] Reflected in Lead What data is recorded against the Lead after the Quote is converted to a Sales Order?
+. [ ] Invoice - How do you create an Invoice directly from a Lead?
-. [ ] Invoice How do you create an Invoice directly from a Lead?
+. [ ] Ratios - Where can you access the Sales Ratios Report? What beneficial information does this Report contain?
-. [ ] Ratios Where can you access the Sales Ratios Report? What beneficial information does this Report contain?
+. [ ] Just Leads - Do you understand that by utilising just the Lead screen, a Customers inception is fully tracked?
-. [ ] Just Leads Do you understand that by utilising just the Lead screen, a Customers inception is fully tracked?
+. [ ] Print Reminders - Where is the "Print Reminders" button located and what is its primary benefit?
-. [ ] Print Reminders Where is the "Print Reminders" button located and what is its primary benefit?
+. [ ] 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?
-−
 . [ ] 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?
 <br> Notes: Are there any aspects in this area that more training would be useful? _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________

← Older revision		Revision as of 04:31, 28 June 2011
Line 43:		Line 43:

	== Overview ==		== 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 Module
		+	Do you understand that a Lead is the key marketing tool for Sales integration?
		+
		+	3. [ ] Marketing Reports
		+	What are the primary Ratio Reports in relation to Marketing?
		+
		+	4. [ ] Marketing Contact
		+	What is the basic concept of a Marketing Contact and where does it link to?
		+
		+	5. [ ] Prospects To Customers
		+	How is a Prospect created and how does a Prospect become a Customer?
		+
		+	6. [ ] Telemarketing
		+	What is the main purpose of the Telemarketing section?
		+
		+	7. [ ] Contact Range Selection
		+	What is the Contact Selection Range used for and what does it link to?
		+
		+	8. [ ] Telemarketing Selection
		+	Where does the Telemarketing data feed from, and where does it feed to?
		+
		+	9. [ ] New Lead
		+	What are the different ways to create a Lead?
		+
		+	10. [ ] Edit Lead
		+	Within the Lead screen, how do you load the editable screen?
		+
		+	11. [ ] Actions
		+	What is an example of an "Action"?
		+
		+	12. [ ] Follow Up
		+	How do you set a Follow Up with notes assigned?
		+
		+	13. [ ] Reminder Pop Up
		+	How do you set your Reminders to pop up automatically upon logging into ERP?
		+	How do you action the Reminder when it pops up?
		+
		+	14. [ ] Sales Pipeline
		+	What information is available on the Sales Pipeline Report?
		+
		+	15. [ ] Lead Status
		+	How do you assign a Status to a lead?
		+	Where do you create your 'Status' list?
		+
		+	16. [ ] Appointment
		+	How do you create an Appointment from a Lead?
		+
		+	17. [ ] Appointment Notes
		+	What happens to any notes added to an Appointment, i.e. where else do they display?
		+
		+	18. [ ] Main Calendar
		+	What are some of the key benefits of the Main Calendar?
		+
		+	19. [ ] Itinerary
		+	Where can you print a Reps Itinerary from?
		+
		+	20. [ ] Email Appointments
		+	How do you email an Appointment Itinerary to a Rep?
		+
		+	21. [ ] Email Information
		+	From where do you create an email to send to a Lead?
		+
		+	22. [ ] Marketing Reports
		+	How do you access the Marketing Action List and what is the benefit of this List?
		+
		+	23. [ ] Quote
		+	How do you create a Quote directly from a Lead?
		+
		+	24. [ ] What It Took
		+	Where would you look to find out "What It Took" to gain a new Customer?
		+
		+	25. [ ] Sales Pipeline
		+	Review the Sales Pipeline Report for up-to-date reporting on any Lead and/or Rep.
		+
		+	26. [ ] Converting Quote
		+	Where would you find the Quote created from the Lead, and how would you convert
		+	it to a Sales Order?
		+
		+	27. [ ] Sales Order
		+	What happens to a Sales Order at the point of conversion from a Quote?
		+
		+	28. [ ] Reflected in Lead
		+	What data is recorded against the Lead after the Quote is converted to a Sales Order?
		+
		+	29. [ ] Invoice
		+	How do you create an Invoice directly from a Lead?
		+
		+	30. [ ] Ratios
		+	Where can you access the Sales Ratios Report?
		+	What beneficial information does this Report contain?
		+
		+	31. [ ] Just Leads
		+	Do you understand that by utilising just the Lead screen, a Customers inception
		+	is fully tracked?
		+
		+	32. [ ] Print Reminders
		+	Where is the "Print Reminders" button located and what is its primary benefit?
		+
		+	33. [ ] 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?
		+	_______________________________________________________________________________________
		+	_______________________________________________________________________________________
		+	_______________________________________________________________________________________
		+	_______________________________________________________________________________________
		+	_______________________________________________________________________________________
		+	_______________________________________________________________________________________

@@ Line 1: / Line 1: @@
-<menu align="center" name="myMenu">
+<menu name="myMenu" align="center">
 Answers=
@@ Line 8: / Line 42: @@
 </menu>
-== Overview  ==
+== Overview ==

← Older revision		Revision as of 04:18, 28 June 2011
Line 1:		Line 1:
−	<menu ~~name~~="~~myMenu~~" ~~align~~="~~center~~">	+	<menu align="center" name="myMenu">
	Answers=		Answers=
		+
		+
		+
		+
		+
		+	</menu>
		+
		+	== Overview ==