Erp - Crm Implementation With Free Open Source Software

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