Difference between revisions of "7 CRM"
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Name:___________________ Position:______________ Date: _____________ | Name:___________________ Position:______________ Date: _____________ | ||
| − | Trainee to complete: Please tick<br> | + | Trainee to complete: Please tick<br> |
| − | <br> | + | <br> |
| − | 1. [ ] Source Tracking Do you know how to create a new Source and assign an Expense Account and Est Cost?<br> | + | 1. [ ] Source Tracking - Do you know how to create a new Source and assign an Expense Account and Est Cost?<br> |
| − | 2. [ ] Source List | + | 2. [ ] Source List - Do you know where to view the Source List? |
| − | 3. [ ] Defining Customers | + | 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 | + | 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? | + | 5. [ ] Adjusting Enquiries - Do you understand how to make an enquiry? |
| − | 6. [ ] Leads What is the relationship between Source and Leads? | + | 6. [ ] Leads - What is the relationship between Source and Leads? |
| − | 7. [ ] Leads Video Have you watched the Leads video? | + | 7. [ ] Leads Video - Have you watched the Leads video? |
| − | 8. [ ] Mail Merge Can you correctly use the Mail Merge Function? | + | 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? | + | 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? | + | 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? | + | 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? | + | 12. [ ] Loyalty Setup - Do you know how the Loyalty Program works? |
| − | 13. [ ] Loyalty Video Have you watched the loyalty video? | + | 13. [ ] Loyalty Video - Have you watched the loyalty video? |
| − | 14. [ ] Reward Points Assigned How do you manage the Points against Products? | + | 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? | + | 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? | + | 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? | + | 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? | + | 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? | + | 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? | + | 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? | + | 21. [ ] FeedBack Reports - Where is the main area your feedback comes from? |
| − | 22. [ ] Customer History Do you know where to view Customer History? | + | 22. [ ] Customer History - Do you know where to view Customer History? |
| − | 23. [ ] Customer Contacts Are you able to enter Customer Contact details? | + | 23. [ ] Customer Contacts - Are you able to enter Customer Contact details? |
| − | 24. [ ] Contact Correspondence Can you send correspondence from within the Contact Tab? | + | 24. [ ] Contact Correspondence - Can you send correspondence from within the Contact Tab? |
| − | 25. [ ] New Contacts Do you know how to add a new contact? | + | 25. [ ] New Contacts - Do you know how to add a new contact? |
| − | 26. [ ] Customisable Fields What can you track with customisable fields? | + | 26. [ ] Customisable Fields - What can you track with customisable fields? |
| − | 27. [ ] Follow Ups What do you enter into your follow ups? | + | 27. [ ] Follow Ups - What do you enter into your follow ups? |
| − | 28. [ ] Global List What does your Global List contain? | + | 28. [ ] 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? | ||
______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ | ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ | ||
Revision as of 11:10, 9 September 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?
______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
