Difference between revisions of "8 Marketing"

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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? _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________