Difference between revisions of "7 CRM"
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| − | == 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? | ||
| + | |||
| + | ______________________________________________________________________________ | ||
| + | ______________________________________________________________________________ | ||
| + | ______________________________________________________________________________ | ||
| + | ______________________________________________________________________________ | ||
| + | ______________________________________________________________________________ | ||
Revision as of 13:51, 28 June 2011
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?
______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
