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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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