Course Curriculum

  • 1

    Day 1

    • HR

    • Zoom 16:00 PM IST - Welcome, Role, Team and Tools
  • 2

    Day 2 - Product Deep Dive

    • Instructions

    • Meet the team - 12:00 PM to 12:25 PM IST

    • QnA for today's lessons - EOD

    • Product Deep Dive - Product 1 = Insights: The Home Page

    • Evaluation - Home page

    • Product Deep Dive - Insights Global Search Bar

    • Evaluation - Global Search Bar

    • Product Deep Dive - Insights Search Results

    • Evaluation - Search Results

    • Product Deep Dive - Insights Search Filter

    • Evaluation - Search Filter

    • Product Deep Dive - Insights Summary of a Profile

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

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

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

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

    • Evaluation - Actions

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

    • Evaluation - Profile Filter Panel

    • CX - Use Chrome Extension to view consise and crisp info about a profile

    • Product Deep Dive - Product 2 = Demand: The Home Page

    • Product Deep Dive - Demand Global Search Bar

    • Evaluation - Home Page & Global Search Bar

    • Product Deep Dive - Demand Filters

    • Product Deep Dive - Demand Actions - All

    • Evaluation - Filters & All actions

    • Product Deep Dive - Demand - Presets & Segments

    • Evaluation - Presets & Segments

    • Product Deep Dive - Demand Enrich

    • Evaluation - Enrich
  • 3

    DAY 3- Integrations, Marketplace and Process

    • Instructions

    • QnA for today's lessons - EOD

    • 12:30 PM - Meet the Team and your buddy - Login to Zoom below

    • Gmail extension

    • Product Deep Dive - ZenDesk Sell App

    • Evaluation - BuzzBoard Zendesk Sell App

    • Product Deep - SMBStreams & GCP

    • Evaluation - SMBStreams & GCP

    • Product Deep Dive-SMBSmart

    • Evaluation - SMBSmart

    • Product Deep Dive - Zapier Integrations

    • Evaluation - Zapier Integrations

    • Product Deep Dive - Inbound(Add-On)

    • Evaluation - Inbound (Add-On)

    • Knowledge Base - ZD and more

    • Evaluation - Knowledge Base
  • 4

    Day 4 - Customer Success Drive, Subscription and Release management

    • Customer Experience, Prospecting, and Engaging - OWF(Operation Wildfire)

    • QnA for today's lessons - EOD

    • Analytics - MixPanel Overview

    • Analytics - MP Insights

    • Analytics - MP Flow report

    • Analytics - MP Funnels

    • Analytics - MP Retention and Addiction

    • Analytics - MP Impact

    • User Communications and more

    • ChargeBee - Overview

    • Evaluation - ChargeBee
  • 5

    Day 5 - 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)
  • 6

    Week 2 - Deep Dive Customer Success with your Buddy

    • Picking up independent tasks and more learning

    • OWF, Segments and, Leads

    • CS playbooks, Metrics and Measures

    • ChurnZero - Engagement drive - Three day, 3 sessions

    • HotJar - Walk Thru

    • End of week 2 - Eval

    • BB Super Admin Training
  • 7

    Month 1 - Day 29/30 or 31

    • Day 30+ - High level presentation from you

    • Day 30/31 - Month end review