Enterprise Resource Planning (ERP) – Customer Relationship Management (CRM) systems – Implementing with a free software
What you will learn
Define ERP
Analyze key components
Design
Implementation phase
Post implementation phase
User training
Define CRM
Analyze key components
CRM categories
Design
Implementation phase
Post implementation phase
User training
Present an open source ERP / CRM software
Description
This comprehensive course serves as an introduction to the fundamental concepts and principles of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM). Participants will gain a comprehensive understanding of the role these systems play in modern businesses and how they contribute to organizational efficiency, data management, and customer engagement.
It is designed to equip participants with the knowledge and skills needed to successfully implement Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems by giving an alternative of free open source software. By utilizing open source solutions, participants will gain a cost-effective and customizable approach to system implementation.
Course Overview:
1. Introduction to ERP and CRM Systems
- Definition and purpose of ERP and CRMÂ systems
- Exploring the role of these systems in organizational success
2. Core Components of ERP and CRM:
- Overview of ERP and CRM modules
- Understanding how ERP and CRM integrates various business processes
- Benefits and challenges of implementing ERP
3. Business Process Integration:
- Understanding how ERP and CRMÂ streamline business processes
4. Data Management and Reporting:
- Importance of data in ERP and CRM systems
- Basics of data entry, storage, and retrieval
- Generating basic reports for decision-making
5. Implementation and Go-Live procedures
- Implementation steps
- Go-Live procedures
- Optimization procedure and troubleshooting
6. Presentation of a free open source ERP – CRM software
- Downloading
- Installing
- Configuring
- Overall Presentation
Upon completion of this course, participants will have gained a solid foundation in ERP and CRM concepts, laying the groundwork for further exploration and specialization in the field of enterprise systems implementation. They will also be able to install and implement an open source ERP CRM software for their small to medium business.
Who Should Enroll:
- ERP Project managers
- Salesmen
- Business Owners
- Business Consultants
- Technical managers
- Sales managers
- CRM Project Managers
- Students
Content