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Educational Services

Educational services

More than simply tools training, Satmetrix offers a variety of courses designed to support organizational acceptance. To maximize the relevance to each user, each class will be targeted to a specific user group and will take place in the user’s environment, not a generic demonstration site.

Satmetrix Course Curriculum

Application Introduction
Application overview, including general functionality and strategic uses of reporting environments.

For Administrators: Managing and Sharing Information with Your Report Users
Instruction on how to use the Satmetrix SecureSite™ interface to manage user administration and best practices for sharing information in the Satmetrix application.

Analyst Education Program (two sessions)
Detailed, two-part program for analysts focusing on chart interpretation, an introduction to analytical strategy, and instruction on advanced analyst tools.

Business User Class
Higher level course to familiarize account managers and executives with key features of the application, and get them up-to-speed quickly.

Actionable Insights: Customer Analysis to Customer Management
Shares techniques and best practices for taking action as well as key features of the Satmetrix application in support of these best practices.

Sink or Upsell: Using Satmetrix Business Link™ to Evaluate Financial Linkages
Dedicated to the uses of this valuable tool that enables the analysis of relationships between various financial and operational metrics and customer loyalty data.

Pushing Data Out to the Field Using Satmetrix Advisor™
Best practices and how-to instruction on preparing customized reports that can be pushed out to the field on an automated basis.

Authoring Reports Using Satmetrix Dashboard™ (two sessions)
A two-part, hands-on program with step-by-step instruction on creating custom reports. The introductory class focuses on usage and navigation, while the advanced class expands the scope to include best practices and strategies for creating scalable reports for your entire organization.


For additional information on our custom courses and train-the-trainer programs, please contact your Customer Account Manager or email our Education Services department at Satmetrix_training@satmetrix.com

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