Personal tools

Difference between revisions of "8 Marketing"

From TrueERP wiki

Jump to: navigation, search
(→‎Overview)
Line 15: Line 15:
 
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 Module - Do you understand that a Lead is the key marketing tool for Sales integration?  
+
2. [ ] Leads - Do you understand that Lead tracking is the key marketing tool for Sales integration?  
  
−
3. [ ] Marketing Reports - What are the primary Ratio Reports in relation to Marketing?  
+
3. [ ] Marketing Contact - What is the basic concept of a Marketing Contact and the two key areas it links to?
  
−
4. [ ] Marketing Contact - What is the basic concept of a Marketing Contact and where does it link to?  
+
4. [ ] New Marketing Contact - Can you create a new Marketing contact?
  
−
5. [ ] Prospects To Customers - How is a Prospect created and how does a Prospect become a Customer?  
+
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 - What is the Contact Selection Range used for and what does it link to?  
+
7. [ ] Contact Range Selection - Can you define a Contact Selection Range for your Marketing Lists?
  
−
8. [ ] Telemarketing Selection - Where does the Telemarketing data feed from, and where does it feed to?  
+
8. [ ] Telemarketing Script - Can you create a Script for your Contact List?
  
−
9. [ ] New Lead - What are the different ways to create a Lead?  
+
9. [ ] Telemarketing Selection - Can you select your newly created contact list and add Follow Up types as you make your calls?
  
−
10. [ ] Edit Lead Within the Lead screen - How do you load the editable screen?  
+
10.[ ] Telemarketing Lists - What effect does the "First Line Only" radio button have on the Telemarketing List?
  
−
11. [ ] Actions - What is an example of an "Action"?  
+
11.[ ] Prospects - How is a Prospect created in ERP?  
  
−
12. [ ] Follow Up - How do you set a Follow Up with notes assigned?  
+
12.[ ] Prospect vs Marketing Contact - What is the key difference between these two contact types?
  
−
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?  
+
13.[ ] Follow Up Types - How do you create a New Follow Up Type?
  
−
14. [ ] Sales Pipeline - What information is available on the Sales Pipeline Report?  
+
14.[ ] Leads - Do you understand that Leads is a way of tracking which Contact Types?
  
−
15. [ ] Lead Status - How do you assign a Status to a lead? Where do you create your 'Status' list?  
+
15.[ ] New Lead - What are the different ways of loading contacts as Leads?
  
−
16. [ ] Appointment - How do you create an Appointment from a Lead?  
+
16.[ ] Follow Up - How do you set a Follow Up with notes assigned?  
  
−
17. [ ] Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?  
+
17.[ ] Actions - What is an example of an "Action"?  
  
−
18. [ ] Main Calendar - What are some of the key benefits of the Main Calendar?  
+
18.[ ] Appointment - How do you create an Appointment from a Lead?  
  
−
19. [ ] Itinerary - Where can you print a Reps Itinerary from?  
+
19.[ ] Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?  
  
−
20. [ ] Email Appointments - How do you email an Appointment Itinerary to a Rep?  
+
20.[ ] Main Calendar - What are some of the key benefits of the Main Calendar?  
  
−
21. [ ] Email Information - From where do you create an email to send to a Lead?  
+
21.[ ] Email Information - How do you create an email Correspondence Reference to send to a Lead?  
  
−
22. [ ] Marketing Reports - How do you access the Marketing Action List and what is the benefit of this List?  
+
22.[ ] Quote - How do you create a Quote directly from a Lead?  
  
−
23. [ ] 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. [ ] What It Took - Where would you look to find out "What It Took" to gain a new Customer?  
+
24.[ ] Lead Status - How do you assign a Status to a lead and create a new status if required?
  
−
25. [ ] Sales Pipeline - Review the Sales Pipeline Report for up-to-date reporting on any Lead and/or Rep.
+
25.[ ] Source - Why is it important to assign a Source to a Lead?
  
−
26. [ ] Converting Quote - Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?  
+
26.[ ] Sales Order & Invoice - Can you create either a new Sales Order or Invoice from a lead?
  
−
27. [ ] Sales Order - What happens to a Sales Order at the point of conversion from a Quote?  
+
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 the Quote is converted to a Sales Order?  
+
28.[ ] Reflected in Lead - What data is recorded against the Lead after it is created?
  
−
29. [ ] Invoice - How do you create an Invoice directly from a Lead?  
+
29.[ ] Just Leads - Do you understand that by utilising just the Lead screen, a Customers inception is fully tracked?  
  
−
30. [ ] Ratios - Where can you access the Sales Ratios Report? What beneficial information does this Report contain?  
+
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?
  
−
31. [ ] Just Leads - Do you understand that by utilising just the Lead screen, a Customers inception is fully tracked?  
+
32.[ ] Sales Ratios Report - This report tracks Sales ratios against what?
  
−
32. [ ] Print Reminders - Where is the "Print Reminders" button located and what is its primary benefit?  
+
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?  
  
−
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?
 
  
 
<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? _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________

Revision as of 15:28, 8 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? _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________

Retrieved from "http://trueerp.com/erpwiki/index.php?title=8_Marketing&oldid=5081"