Difference between revisions of "7 CRM"
From TrueERP wiki
Simon Clive (Talk | contribs) |
(→Overview) |
||
| Line 13: | Line 13: | ||
<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 | + | 3. [ ] Defining Customers - Where do you assign a Source to a Customer? |
| − | 4. [ ] Source Tracking - | + | 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. [ ] | + | 5. [ ] Source Tracking - What is the benefit of creating an appointment for a Customer that has a source assigned? |
| − | 6. [ ] | + | 6. [ ] Source Enquiries - Do you understand how to make an enquiry? |
| − | 7. [ ] | + | 7. [ ] Source List - Do you understand what Ratios are tracked in the Source LIst? |
| − | 8. [ ] | + | 8. [ ] Leads - What is the relationship between Source and Leads? |
| − | 9. [ ] | + | 9. [ ] Reporting - Have you reviewed the Sales Pipeline, Sales Ratio and Marketing Ratios reports? |
| − | 10. [ ] | + | 10. [ ] Leads Video - Have you watched the Leads video? |
| − | 11. [ ] Mail Merge | + | 11. [ ] Mail Merge - Can you correctly use the Mail Merge Function? |
| − | 12. [ ] | + | 12. [ ] Emails and Spam - Why do you have to be careful about the amount of group emails you? |
| − | 13. [ ] | + | 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. [ ] | + | 14. [ ] Mail Merge Template - Do you know where to locate and adjust the mail merge document template? |
| − | 15. [ ] | + | 15. [ ] Loyalty Setup - Do you know how the Loyalty Program works? |
| − | 16. [ ] | + | 16. [ ] Loyalty Video - Have you watched the loyalty video? |
| − | 17. [ ] | + | 17. [ ] Reward Points Assigned - How do you manage the Points against Products? |
| − | 18. [ ] | + | 18. [ ] Displaying Points - Do you know where to find the reward points on an invoice? |
| − | 19. [ ] | + | 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. [ ] | + | 20. [ ] Redeeming POS Points - Can you define your points to a product both singularly and Multiple? |
| − | 21. [ ] | + | 21. [ ] Showing Customer Points - Can you keep checks on what points are still available to Customers? |
| − | 22. [ ] | + | 22. [ ] CRM Reports - Do you know how to use CRM reports? |
| − | 23. [ ] | + | 23. [ ] CRM, Marketing and Leads - Have you watched the video and do you understand it? |
| − | 24. [ ] | + | 24. [ ] FeedBack Reports - Where is the main area your feedback comes from? |
| − | 25. [ ] | + | 25. [ ] Customer History - Do you know where to view Customer History? |
| − | 26. [ ] | + | 26. [ ] Customer Contacts - Are you able to enter Customer Contact details? |
| − | 27. [ ] | + | 27. [ ] Contact Correspondence - Can you send correspondence from within the Contact Tab? |
| − | 28. [ ] Global List | + | 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? | ||
______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ | ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ | ||
Revision as of 12:14, 21 November 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?
______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
