ERP – CRM Implementation with free open source software

ERP – CRM Implementation with free open source software, available at $44.99, has an average rating of 4.3, with 36 lectures, based on 28 reviews, and has 1077 subscribers.

You will learn about 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 This course is ideal for individuals who are ERP Project managers or Salesmen or Business Owners or Business Consulatants or Technical managers or Sales managers or Accountants or CRM Project Managers or Students It is particularly useful for ERP Project managers or Salesmen or Business Owners or Business Consulatants or Technical managers or Sales managers or Accountants or CRM Project Managers or Students.

Enroll now: ERP – CRM Implementation with free open source software

Summary

Title: ERP – CRM Implementation with free open source software

Price: $44.99

Average Rating: 4.3

Number of Lectures: 36

Number of Published Lectures: 36

Number of Curriculum Items: 36

Number of Published Curriculum Objects: 36

Original Price: €69.99

Quality Status: approved

Status: Live

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

Who Should Attend

ERP Project managers
Salesmen
Business Owners
Business Consulatants
Technical managers
Sales managers
Accountants
CRM Project Managers
Students

Target Audiences

ERP Project managers
Salesmen
Business Owners
Business Consulatants
Technical managers
Sales managers
Accountants
CRM Project Managers
Students

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 CRM 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 CRM 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

Course Curriculum

Chapter 1: Introduction

Lecture 1: Course overview

Lecture 2: Meet your instructor

Chapter 2: Enterprise Resource Planning (ERP)

Lecture 1: Definition

Lecture 2: Key components

Lecture 3: Integration and data flow

Lecture 4: Selecting the right ERP system

Lecture 5: Project Planning and Management

Lecture 6: System design and customization

Lecture 7: Data migration and validation

Lecture 8: User training and change management

Lecture 9: Go-Live and Post implementation support

Lecture 10: ERP Security and compliance

Lecture 11: Upgrades, troubleshooting and optimization

Chapter 3: Customer Relationship Management (CRM)

Lecture 1: Definition

Lecture 2: Key components

Lecture 3: Categories

Lecture 4: Benefits and challenges

Lecture 5: Strategy and planning process

Lecture 6: Customer Data Management

Lecture 7: Analytics and reporting

Lecture 8: Implementation

Lecture 9: Integration with other systems

Lecture 10: User training

Lecture 11: "Go-Live" phase

Chapter 4: Practical Part

Lecture 1: Presenting open source ERP/CRM software Dolibarr

Lecture 2: Downloading Dolibarr

Lecture 3: Installing dolibarr

Lecture 4: Initializing dolibarr

Lecture 5: Module configurations

Lecture 6: Adding Products and Services

Lecture 7: Adding Leads (prospects) / Customers / Vendors (suppliers) (CRM)

Lecture 8: Create Proposal and Sales order

Lecture 9: Invoice a Sales Order or create a new invoice

Lecture 10: Exploring other modules

Lecture 11: Reporting

Lecture 12: Conclusion

Instructors

Gerasimos Magoulas
Business Owner and Technology Instructor

Rating Distribution

1 stars: 0 votes
2 stars: 0 votes
3 stars: 3 votes
4 stars: 11 votes
5 stars: 14 votes

Frequently Asked Questions

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You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

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