Erp – Crm Implementation With Free Open Source Software

Free Download Erp – Crm Implementation With Free Open Source Software
Published 2/2024
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 1.06 GB | Duration: 3h 36m
Enterprise Resource Planning (ERP) - Customer Relationship Management (CRM) systems - Implementing with a free software

What you'll 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
Requirements
Basic computer skills and Windows user account with administrative rights
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 SystemsDefinition and purpose of ERP and CRM systemsExploring the role of these systems in organizational success2. Core Components of ERP and CRM:Overview of ERP and CRM modulesUnderstanding how ERP and CRM integrates various business processesBenefits and challenges of implementing ERP3. Business Process Integration:Understanding how ERP and CRM streamline business processes4. Data Management and Reporting:Importance of data in ERP and CRM systemsBasics of data entry, storage, and retrievalGenerating basic reports for decision-making5. Implementation and Go-Live proceduresImplementation stepsGo-Live proceduresOptimization procedure and troubleshooting6. Presentation of a free open source ERP - CRM software DownloadingInstallingConfiguringOverall PresentationUpon 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 managersSalesmenBusiness OwnersBusiness ConsultantsTechnical managersSales managersCRM Project ManagersStudents
Overview
Section 1: Introduction
Lecture 1 Course overview
Lecture 2 Meet your instructor
Section 2: Enterprise Resource Planning (ERP)
Lecture 3 Definition
Lecture 4 Key components
Lecture 5 Integration and data flow
Lecture 6 Selecting the right ERP system
Lecture 7 Project Planning and Management
Lecture 8 System design and customization
Lecture 9 Data migration and validation
Lecture 10 User training and change management
Lecture 11 Go-Live and Post implementation support
Lecture 12 ERP Security and compliance
Lecture 13 Upgrades, troubleshooting and optimization
Section 3: Customer Relationship Management (CRM)
Lecture 14 Definition
Lecture 15 Key components
Lecture 16 Categories
Lecture 17 Benefits and challenges
Lecture 18 Strategy and planning process
Lecture 19 Customer Data Management
Lecture 20 Analytics and reporting
Lecture 21 Implementation
Lecture 22 Integration with other systems
Lecture 23 User training
Lecture 24 "Go-Live" phase
Section 4: Practical Part
Lecture 25 Presenting open source ERP/CRM software Dolibarr
Lecture 26 Downloading Dolibarr
Lecture 27 Installing dolibarr
Lecture 28 Initializing dolibarr
Lecture 29 Module configurations
Lecture 30 Adding Products and Services
Lecture 31 Adding Leads (prospects) / Customers / Vendors (suppliers) (CRM)
Lecture 32 Create Proposal and Sales order
Lecture 33 Invoice a Sales Order or create a new invoice
Lecture 34 Exploring other modules
Lecture 35 Reporting
Lecture 36 Conclusion
ERP Project managers,Salesmen,Business Owners,Business Consulatants,Technical managers,Sales managers,Accountants,CRM Project Managers,Students
Homepage

https://www.udemy.com/course/erp-crm-implementation-with-free-open-source-software/

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