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Implementing CRM and ERP Systems

Master the end-to-end implementation of Customer Relationship Management and Enterprise Resource Planning software. Includes 1-on-1 Instructor Support.

4.8 ★★★★★ (1,240 ratings) • 5,600 students

Created by Expert Instructor • Last updated 11/2023 • English • 4hr 22min of video content

🎁 Special Offer: Includes 1 hour of video conferencing with the instructor for Q&A!

What you'll learn

Understand the core architecture of CRM and ERP systems.
Learn implementation methodologies (Waterfall vs Agile).
Master data migration, customization, and configuration.
Explore Sales Force Automation and Marketing Automation.
Gain practical skills with SuiteCRM examples.
Understand security, compliance, and continuous improvement.

Course Content

13 sections • 68 lectures • 4hr 22min total length

Section 1: Introduction ▼

▶ Definition and importance of CRM and ERP
▶ CRM Benefits
▶ Evolution and trends in CRM and ERP systems
▶ Benefits and challenges of implementing CRM and ERP
▶ Why CRM First
▶ CRM Implementation
▶ ERP Implementation (Parts 1-4)

Section 2: CRM Basics ▼

▶ Understanding customer relationship management
▶ Components of ERP systems
▶ CRM implementation methodologies
▶ CRM strategies and objectives

Section 3: ERP Basics ▼

▶ ERP Components Video
▶ Implementation methodologies
▶ Understanding enterprise resource planning

Section 4: Implementation ▼

▶ Implementing an ERP and CRM
▶ Needs assessment
▶ Selecting the right ERP and CRM software
▶ Building a project team
▶ Data migration
▶ Customization and configuration
▶ Integration, User training, Testing
▶ Go-live and deployment phase
▶ Continuous data validation
▶ Post implementation review
▶ Ongoing support and maintenance
▶ Performance monitoring
▶ Continuous improvement
▶ Security and compliance

Section 5: CRM Functionality ▼

▶ Sales force automation (English, French, Chinese)
▶ Marketing Automation explained
▶ Customer service and support
▶ Analytics and reporting in CRM

Section 6: ERP Functionality ▼

▶ Financial management
▶ Supply chain management
▶ Human resource management
▶ Manufacturing and production management

Section 7: Integration of CRM and ERP ▼

▶ Importance of integrating CRM and ERP systems
▶ Challenges and solutions in CRM-ERP integration
▶ Case studies of successful CRM-ERP integration projects

Section 8: CRM and ERP Implementation ▼

▶ Project planning and management
▶ Requirements gathering and analysis
▶ Customization vs. configuration
▶ Training and change management

Section 9: CRM and ERP Best Practices ▼

▶ Industry-specific best practices
▶ Data management and quality assurance
▶ Security and compliance considerations
▶ Continuous improvement and optimization

Section 10: Emerging Trends ▼

▶ Cloud-based CRM and ERP solutions
▶ Mobile CRM and ERP applications
▶ AI and Machine Learning in CRM/ERP
▶ Blockchain and IoT applications

Section 11: CRM Usage Examples ▼

▶ How to add accounts, contact and emails to SuiteCRM (English)
▶ How to add accounts, contact and emails to SuiteCRM (Urdu)

Section 12: Case Studies ▼

▶ SuiteCRM case studies
▶ Real-world case studies of successful CRM and ERP implementations
▶ Hands-on exercises and simulations

Section 13: Future Outlook ▼

▶ Job roles in CRM and ERP domain
▶ Career paths and opportunities
▶ Certification options and professional development resources