TRANXACT.AI Training

CRM

The work before there is a customer, and the work after.

Leads, opportunities, accounts, cases and field work orders. The join to the rest of the platform is sharper than it looks: an opportunity marked Closed Won drafts an AR invoice from its product lines, and a field work order that consumes parts moves real stock and posts a real cost.

Watch for: A credit-limit check stands between a closed opportunity and its invoice. It is a business rule, not an error. Since 17 October CRM also holds Utilities — accounts, meters, bill runs, the counter and collections for a utility or a city — switched per company under Runtime Settings, and Run MRP on a sales order.

Lessons opened: 0/29

Customers

Who you sell to, who you know inside them, and what they pay.

Lesson Accounts & Contacts Who you sell to, and the people inside them. 2 screensOpen Lesson Relationships Who knows whom, every touch, and what was agreed. 4 screensOpen Lesson Pricing Price lists, quantity breaks and category discounts — and one function that answers what a given customer pays for a given item. 2 screensOpen

Marketing & Pipeline

Everything before there is an order.

Lesson Prospecting Students and businesses before they are either — found, scored and pursued. Converting a student prospect opens an SLCM application; a business one opens an account. 3 screensOpen Lesson Marketing Campaigns, events and the segments they aim at. 4 screensOpen Lesson Broadcast One composed message to the mailing list and every connected social channel at once. 4 screensOpen Lesson Sales Pipeline from first touch to closed won. 3 screensOpen Lesson Forecasting & Quotas What each salesperson is expected to close, what they are calling, and how the calls compare with what closed. 10 screensOpen Lesson Lead Scoring Which leads are worth a call: weighted rules or a model learnt from your own history, grades A-D, and what happens at each line. 3 screensOpen

Order to Cash

Quotation, order, delivery, shipment.

Lesson Selling Quote to cash: quotation, order, delivery, shipment — each stamped with the location and warehouse it belongs to. 6 screensOpen Lesson Signatures Documents sent to the other party to sign electronically, and who may sign them for the company. 2 screensOpen

Service & Engagement

After the sale: calls, cases, field work, listening, and who is drifting.

Lesson Interaction Centre Calls, chats and meetings with customers: the queues they wait in, who is available to take them, and what each one turned out to be about. 8 screensOpen Lesson Service Support cases and the field work they trigger. 2 screensOpen Lesson Service & Feedback Front-line requests, consent, and what people tell you. 5 screensOpen Lesson Social Listening What is being said in public, and the closed loop that turns it into work: listen, interpret, correlate, prioritize, act, measure, learn. Accounts are connected under Platform → Social Accounts. 7 screensOpen Lesson Engagement & Retention Who is engaged, who is drifting, and what is being done about it. 4 screensOpen Lesson Inbox & Calendar Your own mailbox and calendar, logged into CRM against the people and companies involved, on your terms. 4 screensOpen Lesson Customer Portal Customers signing in to see their invoices, orders, quotations and cases. 2 screensOpen Lesson Automation What runs on its own: renewals, stale pipeline, churn, lead routing, follow-ups, case assignment and field dispatch. 4 screensOpen

Retail & Channels

Selling over the counter and through online shops and marketplaces.

Lesson Point of Sale Selling over the counter: tills, sessions, tickets and returns, and the end-of-day report to the ledger. 6 screensOpen Lesson Sales Channels Online shops and marketplaces: orders in, stock and tracking out, payouts to reconcile. 6 screensOpen

Utilities

A customer information system for a utility or a city: accounts, meters and IoT reads, billing, the counter, collections and field work.

Lesson Utilities The utility at a glance, its customers' accounts and premises, and what the public asked for. 6 screensOpen Lesson Utility Meters & Reads Meters, IoT devices and their alarms, reads from every source, and the ones that did not look right. 9 screensOpen Lesson Utility Billing Rate plans and cycles, bill runs from preview to the receivable, and every bill. 7 screensOpen Lesson Utility Cashiering & Payments The counter and its supervisor, and every way money comes in and goes back. 9 screensOpen Lesson Utility Collections What is past due and what to do next: notices, late fees, arrangements, disconnects, write-offs. 3 screensOpen Lesson Utility Field Service Work at the premises, and each technician's own list. 3 screensOpen

Reporting

The catalog, the pipeline among it, and what comes next.

Lesson Reporting Executive, management, operational and audit reporting over this module’s records. 2 screensOpen

More

Lesson Reachable by link These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open. 10 screensOpen

When you are ready

Take the CRM exam