Difference between revisions of "8 Marketing"
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| + | <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 == | ||
| Line 15: | Line 56: | ||
1. [ ] CRM, Marketing and Sales - Do you understand how the CRM and Marketing modules link directly to Sales? | 1. [ ] CRM, Marketing and Sales - Do you understand how the CRM and Marketing modules link directly to Sales? | ||
| − | 2. [ ] Leads | + | 2. [ ] Leads - Do you understand that Lead tracking is the key marketing tool for Sales integration? |
| − | 3. [ ] Marketing | + | 3. [ ] Marketing Contact - What is the basic concept of a Marketing Contact and the two key areas it links to? |
| − | 4. [ ] Marketing Contact - | + | 4. [ ] New Marketing Contact - Can you create a new Marketing contact? |
| − | 5. [ ] | + | 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? | 6. [ ] Telemarketing - What is the main purpose of the Telemarketing section? | ||
| − | 7. [ ] Contact Range Selection - | + | 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? | |
| − | |||
<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? _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ | ||
Latest revision as of 23:14, 18 December 2014
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? _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________
