8 Marketing
From TrueERP wiki
Overview
Marketing Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] CRM, Marketing and Sales - Do you understand how the CRM and Marketing modules link directly to Sales?
2. [ ] Leads Module - Do you understand that a Lead is the key marketing tool for Sales integration?
3. [ ] Marketing Reports - What are the primary Ratio Reports in relation to Marketing?
4. [ ] Marketing Contact - What is the basic concept of a Marketing Contact and where does it link to?
5. [ ] Prospects To Customers - How is a Prospect created and how does a Prospect become a Customer?
6. [ ] Telemarketing - What is the main purpose of the Telemarketing section?
7. [ ] Contact Range Selection - What is the Contact Selection Range used for and what does it link to?
8. [ ] Telemarketing Selection - Where does the Telemarketing data feed from, and where does it feed to?
9. [ ] New Lead - What are the different ways to create a Lead?
10. [ ] Edit Lead Within the Lead screen - How do you load the editable screen?
11. [ ] Actions - What is an example of an "Action"?
12. [ ] Follow Up - How do you set a Follow Up with notes assigned?
13. [ ] Reminder Pop Up - How do you set your Reminders to pop up automatically upon logging into ERP? How do you action the Reminder when it pops up?
14. [ ] Sales Pipeline - What information is available on the Sales Pipeline Report?
15. [ ] Lead Status - How do you assign a Status to a lead? Where do you create your 'Status' list?
16. [ ] Appointment - How do you create an Appointment from a Lead?
17. [ ] Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?
18. [ ] Main Calendar - What are some of the key benefits of the Main Calendar?
19. [ ] Itinerary - Where can you print a Reps Itinerary from?
20. [ ] Email Appointments - How do you email an Appointment Itinerary to a Rep?
21. [ ] Email Information - From where do you create an email to send to a Lead?
22. [ ] Marketing Reports - How do you access the Marketing Action List and what is the benefit of this List?
23. [ ] Quote - How do you create a Quote directly from a Lead?
24. [ ] What It Took - Where would you look to find out "What It Took" to gain a new Customer?
25. [ ] Sales Pipeline - Review the Sales Pipeline Report for up-to-date reporting on any Lead and/or Rep.
26. [ ] Converting Quote - Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?
27. [ ] Sales Order - What happens to a Sales Order at the point of conversion from a Quote?
28. [ ] Reflected in Lead - What data is recorded against the Lead after the Quote is converted to a Sales Order?
29. [ ] Invoice - How do you create an Invoice directly from a Lead?
30. [ ] Ratios - Where can you access the Sales Ratios Report? What beneficial information does this Report contain?
31. [ ] Just Leads - Do you understand that by utilising just the Lead screen, a Customers inception is fully tracked?
32. [ ] Print Reminders - Where is the "Print Reminders" button located and what is its primary benefit?
33. [ ] Contact To Customer - Can you now see how using the Marketing module efficiently can take you from a Marketing Contact to a Customer with a complete record of what it took to get there?
Notes: Are there any aspects in this area that more training would be useful? _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________
