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• Answers

1 Source Tracking 2 Source List 3 Defining Customers 4 Source Tracking Appointments 5 Source Type 6 Adjusting Enquiries 7 Leads 8 Mail Merge 9 Emails and Spam 10 Mail Merge Customers 11 Mail Merge Template 12 Loyalty Setup 13 Reward Points Assigned 14 Displaying Points 15 POS Points 16 Redeeming POS Points 17 Showing Customer Points 18 CRM Reports 19 CRM Marketing Leads 20 Feedback Reports 21 Customer History 22 Customer Contacts 23 Contact Correspondence 24 New Contacts 25 Customisable Fields 26 Follow Ups 27 Global Lists

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?

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