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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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