Jadu CXM Training

Jadu CXM Training

Get the most from your website and digital services

Led by specialists who know their subjects inside out, our comprehensive training programs provide your teams with the understanding, training and skills needed to use all of the key components and features of Jadu products, to help deliver a better customer experience. 

CXM Foundation Training

The CXM timeline displayed on a smart phone

Certified online course for up to 10 attendees

This foundation level provides the basic skills required to build and manage processes in Jadu CXM. Topics covered include:

  • CXM Overview
  • Managing Users, Roles and Groups
  • Creating Workflows
  • Searching with Jadu CXM
  • Case Lists and Filters
  • Individual Case Dashboards
  • Creating Person Records and Cases

CXM Practitioner Training

Certified online course for up to 10 attendees

Expanding on the content covered at foundation level, this course will extend your knowledge of Jadu CXM. Topics covered include:

  • Filters and Dashboards
  • Reporting
  • Viewing a Case
  • Case Dates
  • XFP Logic
  • Linked Cases
  • Letter Templates
  • Import / Export
  • Integrations Hub
  • MyAccount Set Up

Note: This course can be bundled with Jadu XFP Practitioner Training.

CXM Advisor Training

Free online training - Register Now

A Jadu CXM training course for customer services advisors, call centre operatives and other staff members.. Topics covered include:

  • An overview of CXM
  • Managing Customer Records
  • Raising Cases and Service Requests
  • Updating and Managing Cases and Service Requests
  • Managing Your CXM Dashboard
  • Managing Your Details