Difference between revisions of "7 CRM"
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| + | <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 53: | ||
<br> | <br> | ||
| − | 1. [ ] Source Tracking | + | 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? | 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? | + | 3. [ ] Defining Customers - Where do you assign a Source to a Customer? |
| + | |||
| + | 4. [ ] Enforce Source Tracking - Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Customer? | ||
| + | |||
| + | 5. [ ] Source Tracking - What is the benefit of creating an appointment for a Customer that has a source assigned? | ||
| + | |||
| + | 6. [ ] Source Enquiries - Do you understand how to make an enquiry? | ||
| − | + | 7. [ ] Source List - Do you understand what Ratios are tracked in the Source LIst? | |
| − | + | 8. [ ] Leads - What is the relationship between Source and Leads? | |
| − | + | 9. [ ] Reporting - Have you reviewed the Sales Pipeline, Sales Ratio and Marketing Ratios reports? | |
| − | + | 10. [ ] Leads Video - Have you watched the Leads video? | |
| − | + | 11. [ ] Mail Merge - Can you correctly use the Mail Merge Function? | |
| − | + | 12. [ ] Emails and Spam - Why do you have to be careful about the amount of group emails you? | |
| − | + | 13. [ ] 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? | |
| − | + | 14. [ ] Mail Merge Template - Do you know where to locate and adjust the mail merge document template? | |
| − | + | 15. [ ] Loyalty Setup - Do you know how the Loyalty Program works? | |
| − | + | 16. [ ] Loyalty Video - Have you watched the loyalty video? | |
| − | + | 17. [ ] Reward Points Assigned - How do you manage the Points against Products? | |
| − | + | 18. [ ] Displaying Points - Do you know where to find the reward points on an invoice? | |
| − | + | 19. [ ] 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? | |
| − | + | 20. [ ] Redeeming POS Points - Can you define your points to a product both singularly and Multiple? | |
| − | + | 21. [ ] Showing Customer Points - Can you keep checks on what points are still available to Customers? | |
| − | + | 22. [ ] CRM Reports - Do you know how to use CRM reports? | |
| − | + | 23. [ ] CRM, Marketing and Leads - Have you watched the video and do you understand it? | |
| − | + | 24. [ ] FeedBack Reports - Where is the main area your feedback comes from? | |
| − | + | 25. [ ] Customer History - Do you know where to view Customer History? | |
| − | + | 26. [ ] Customer Contacts - Are you able to enter Customer Contact details? | |
| − | + | 27. [ ] Contact Correspondence - Can you send correspondence from within the Contact Tab? | |
| − | + | 28. [ ] New Contacts - Do you know how to add a new contact? | |
| − | + | 29. [ ] Customisable Fields - What can you track with customisable fields? | |
| − | + | 30. [ ] Follow Ups - What do you enter into your follow ups? | |
| − | + | 31. [ ] Global List - 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? | ||
______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ | ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ | ||
Latest revision as of 01:04, 3 December 2014
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?
4. [ ] Enforce Source Tracking - Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Customer?
5. [ ] Source Tracking - What is the benefit of creating an appointment for a Customer that has a source assigned?
6. [ ] Source Enquiries - Do you understand how to make an enquiry?
7. [ ] Source List - Do you understand what Ratios are tracked in the Source LIst?
8. [ ] Leads - What is the relationship between Source and Leads?
9. [ ] Reporting - Have you reviewed the Sales Pipeline, Sales Ratio and Marketing Ratios reports?
10. [ ] Leads Video - Have you watched the Leads video?
11. [ ] Mail Merge - Can you correctly use the Mail Merge Function?
12. [ ] Emails and Spam - Why do you have to be careful about the amount of group emails you?
13. [ ] 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?
14. [ ] Mail Merge Template - Do you know where to locate and adjust the mail merge document template?
15. [ ] Loyalty Setup - Do you know how the Loyalty Program works?
16. [ ] Loyalty Video - Have you watched the loyalty video?
17. [ ] Reward Points Assigned - How do you manage the Points against Products?
18. [ ] Displaying Points - Do you know where to find the reward points on an invoice?
19. [ ] 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?
20. [ ] Redeeming POS Points - Can you define your points to a product both singularly and Multiple?
21. [ ] Showing Customer Points - Can you keep checks on what points are still available to Customers?
22. [ ] CRM Reports - Do you know how to use CRM reports?
23. [ ] CRM, Marketing and Leads - Have you watched the video and do you understand it?
24. [ ] FeedBack Reports - Where is the main area your feedback comes from?
25. [ ] Customer History - Do you know where to view Customer History?
26. [ ] Customer Contacts - Are you able to enter Customer Contact details?
27. [ ] Contact Correspondence - Can you send correspondence from within the Contact Tab?
28. [ ] New Contacts - Do you know how to add a new contact?
29. [ ] Customisable Fields - What can you track with customisable fields?
30. [ ] Follow Ups - What do you enter into your follow ups?
31. [ ] Global List - What does your Global List contain?
Notes: Are there any aspects in this area that more training would be useful?
______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
