ERP – CRM Implementation with free open source software

Destiny For Everything


Enterprise Useful resource Planning (ERP) – Buyer Relationship Administration (CRM) programs – Implementing with a free software program

What you’ll be taught

Outline ERP

Analyze key elements

Design

Implementation section

Publish implementation section

Person coaching

Outline CRM

Analyze key elements

CRM classes

Design

Implementation section

Publish implementation section

Person coaching

Current an open supply ERP / CRM software program

Description

This complete course serves as an introduction to the elemental ideas and ideas of Enterprise Useful resource Planning (ERP) and Buyer Relationship Administration (CRM). Individuals will acquire a complete understanding of the function these programs play in fashionable companies and the way they contribute to organizational effectivity, knowledge administration, and buyer engagement.

It’s designed to equip contributors with the information and abilities wanted to efficiently implement Enterprise Useful resource Planning (ERP) and Buyer Relationship Administration (CRM) programs by giving another of free open supply software program. By using open supply options, contributors will acquire an economical and customizable method to system implementation.

Course Overview:

1. Introduction to ERP and CRM Programs

  • Definition and function of ERP and CRM  programs
  • Exploring the function of those programs in organizational success

2. Core Parts of ERP and CRM:

  • Overview of ERP and CRM modules
  • Understanding how ERP and CRM integrates numerous enterprise processes
  • Advantages and challenges of implementing ERP

3. Enterprise Course of Integration:

  • Understanding how ERP and CRM  streamline enterprise processes

4. Information Administration and Reporting:

  • Significance of information in ERP and CRM programs
  • Fundamentals of information entry, storage, and retrieval
  • Producing primary experiences for decision-making

5. Implementation and Go-Dwell procedures

  • Implementation steps
  • Go-Dwell procedures
  • Optimization process and troubleshooting

6. Presentation of a free open supply ERP – CRM software program

  • Downloading
  • Putting in
  • Configuring
  • General Presentation

Upon completion of this course, contributors could have gained a strong basis in ERP and CRM ideas, laying the groundwork for additional exploration and specialization within the area of enterprise programs implementation. They may even be capable to set up and implement an open supply ERP CRM software program for his or her small to medium enterprise.

Who Ought to Enroll:

  • ERP Undertaking managers
  • Salesmen
  • Enterprise House owners
  • Enterprise Consultants
  • Technical managers
  • Gross sales managers
  • CRM Undertaking Managers
  • College students
English
language

Content material

Introduction

Course overview
Meet your teacher

Enterprise Useful resource Planning (ERP)

Definition
Key elements
Integration and knowledge move
Choosing the appropriate ERP system
Undertaking Planning and Administration
System design and customization
Information migration and validation
Person coaching and alter administration
Go-Dwell and Publish implementation help
ERP Safety and compliance
Upgrades, troubleshooting and optimization

Buyer Relationship Administration (CRM)

Definition
Key elements
Classes
Advantages and challenges
Technique and planning course of
Buyer Information Administration
Analytics and reporting
Implementation
Integration with different programs
Person coaching
“Go-Dwell” section

Sensible Half

Presenting open supply ERP/CRM software program Dolibarr
Downloading Dolibarr
Putting in dolibarr
Initializing dolibarr
Module configurations
Including Merchandise and Providers
Including Leads (prospects) / Prospects / Distributors (suppliers) (CRM)
Create Proposal and Gross sales order
Bill a Gross sales Order or create a brand new bill
Exploring different modules
Reporting
Conclusion

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