Course Curriculum

  • 1

    Chapter - Day 2 - Product Deep Dive - Insights

    • Instructions

    • Product Deep Dive - Insights 1 - The Home Page

    • Evaluation - Home page

    • Product Deep Dive - Insights 2 - Global Search Bar

    • Evaluation- Global Search Bar

    • Product Deep Dive - Insights 3 - Search Results

    • Evaluation - Search Results

    • Product Deep Dive - Insights 4 - Search Filter

    • Evaluation - Search Filter

    • Product Deep Dive - Insights 5 - Summary of a Profile

    • Product Deep Dive - Insights 6 - Details on the Profile( Digital Marketing, HR and Communications)

    • Product Deep Dive - Insights 7 - Details on the Profile( Category Insights, Recommendations and Competition)

    • Evaluation - Summary of a Profile & Detailed, Category insights, Recommendations, and Competition

    • Product Deep Dive - Insights 8 - Possible Actions a user can take on Profile

    • Evaluation - Actions

    • Product Deep Dive - Insights 9 - Filter the Added Profiles using the Profile Filter Panel

    • Evaluation - Profile Filter Panel

    • Product Overview: ChromeX - Use the Chrome Extension to view concise and crisp info about a profile in BB Insights
  • 2

    Chapter - Day 3 - Product Deep Dive - Demand

    • Instructions

    • Product Deep Dive - Demand 1 - The Home Page

    • Product Deep Dive - Demand 2 - Global Search Bar

    • Product Deep Dive - Demand 3 - Filters

    • Evaluation - Home Page & Global Search Bar

    • Product Deep Dive - Demand 4 - Actions - All

    • Evaluation - Filters & All Actions

    • Product Deep Dive - Demand 5 - Presets & Segments

    • Evaluation - Presets & Segments

    • Product Deep Dive - Demand 6 - Enrich

    • Evaluation - Enrich
  • 3

    Chapter - Day 4 - Billing & CS Tool

    • ChargeBee - Overview

    • Evaluation - ChargeBee

    • ChurnZero - Overview

    • ChurnZero - Account & Contact

    • ChurnZero - Integration

    • ChurnZero - Command Center

    • Evaluation - Command Center

    • ChurnZero - Dashboard

    • ChurnZero - Segments

    • Evaluation - Segment
  • 4

    Chapter - Day 5 - CS and CZ Deep Dive

    • ChurnZero - Plays & Automation

    • Evaluation - Plays

    • ChurnZero - Journeys

    • Evaluation - Journeys

    • ChurnZero - Surveys - NPS & CSAT

    • Evaluation - Surveys - NPS & CSAT

    • ChurnZero - Alerts

    • Evaluation - Alerts

    • ChurnZero - ChurnScores

    • Evaluation - ChurnScores

    • ChurnZero - Cohort Reports

    • Evaluation - Cohort Report

    • Admin Configurations
  • 5

    Chapter - Day 6 (Week 2) - Integrations, Marketplace and Process

    • Instructions

    • Product Deep Dive-ZD-Sell App - ZD-Sell App and SBG integration

    • Eval - BuzzBoard Zendesk Sell App

    • Product Deep Dive - Demand SF

    • Product Deep Dive - Insights SF

    • Evaluation - BB Insights SF Integration/SF App

    • Product Deep Dive - Backfill and Live Enrichment

    • Evaluation - Backfill and Live Enrichment

    • Product Deep Dive - Discover

    • Evaluation - BB Discover

    • Product Deep Dive - Zapier

    • Evaluation - Zapier

    • Product Deep Dive - Inbound

    • Evaluation - Inbound

    • Knowledge Base - ZD and more

    • Evaluation - Knowledge Base

    • Product Management Process Session - End to End

    • Evaluation - Product Management Process

    • Stream API - Insights and Demand

    • Evaluation - Streams API (Insights and Demand)
  • 6

    Chapter - Day 7 - Other Tools

    • Meet the team - 12:00 pm IST

    • Other tools - Analytics - MixPanel

    • Evaluation - MixPanel

    • Other tools - User Interaction - Hotjar

    • Other tools - SuperAdmin

    • Eval - Super Admin
  • 7

    Chapter - Day 8 - User engagement, Drive and Sales Insights

    • MMWBB - S2 - Leveraging Competition

    • MMWBB - S3 - Delivering Value Through Intelligent Insights

    • MMWBB - S5 - Presence, Search Engines & The Customer Journey

    • Sales - Demos

    • Sales - Demos - BB Paper

    • Sales - Demos - BB Fanta

    • Feature Benefit Training (Live Recorded)
  • 8

    Day 9 and Week 2/3 - Deep Dive Customer Success with your Buddy

    • Picking up independent tasks and more learning

    • Limit Consumption Program

    • Co-working with Buddy, Picking up independent tasks and more learning

    • Release Communication Process

    • CS Initiatives - CS Playbook & PC Fit Grid

    • NPS Process

    • AHM & Monday Report

    • Platform and tools - Analytics

    • Other User Communications and more

    • Data & Analytics
  • 9

    Month 1 - Day 29/30 or 31

    • Day 30+ - High level presentation from you

    • Day 30/31 - Month end review