ERP – CRM Implementation with free open source software

سرفصل های دوره

Enterprise Resource Planning (ERP) - Customer Relationship Management (CRM) systems - Implementing with a free software

1 - Introduction

1 - Course overview

2 - Meet your instructor

2 - Enterprise Resource Planning ERP

3 - Definition

4 - Key components

5 - Integration and data flow

6 - Selecting the right ERP system

7 - Project Planning and Management

8 - System design and customization

9 - Data migration and validation

10 - User training and change management

11 - GoLive and Post implementation support

12 - ERP Security and compliance

13 - Upgrades troubleshooting and optimization

3 - Customer Relationship Management CRM

14 - Definition

15 - Key components

16 - Categories

17 - Benefits and challenges

18 - Strategy and planning process

19 - Customer Data Management

20 - Analytics and reporting

21 - Implementation

22 - Integration with other systems

23 - User training

24 - GoLive phase

4 - Practical Part

25 - Presenting open source ERPCRM software Dolibarr

26 - Downloading Dolibarr

27 - Installing dolibarr

28 - Initializing dolibarr

29 - Module configurations

30 - Adding Products and Services

31 - Adding Leads prospects Customers Vendors suppliers CRM

32 - Create Proposal and Sales order

33 - Invoice a Sales Order or create a new invoice

34 - Exploring other modules

35 - Reporting

36 - Conclusion

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تولید کننده: Udemy