ERP - CRM Implementation with free open source software

Focused View

Gerasimos Magoulas

3:35:44

11 View

1 - Introduction

1 - Course overview.mp4

01:56

2 - Meet your instructor.mp4

01:00

2 - Enterprise Resource Planning ERP

3 - Definition.mp4

11:41

4 - Key components.mp4

03:26

5 - Integration and data flow.mp4

04:29

6 - Selecting the right ERP system.mp4

04:35

7 - Project Planning and Management.mp4

06:11

8 - System design and customization.mp4

05:48

9 - Data migration and validation.mp4

05:28

10 - User training and change management.mp4

05:32

11 - GoLive and Post implementation support.mp4

05:46

12 - ERP Security and compliance.mp4

06:17

13 - Upgrades troubleshooting and optimization.mp4

10:05

3 - Customer Relationship Management CRM

14 - Definition.mp4

09:37

15 - Key components.mp4

03:17

16 - Categories.mp4

04:29

17 - Benefits and challenges.mp4

05:47

18 - Strategy and planning process.mp4

05:13

19 - Customer Data Management.mp4

04:43

20 - Analytics and reporting.mp4

05:30

21 - Implementation.mp4

05:31

22 - Integration with other systems.mp4

05:20

23 - User training.mp4

04:58

24 - GoLive phase.mp4

05:06

4 - Practical Part

25 - Presenting open source ERPCRM software Dolibarr.mp4

02:14

26 - Downloading Dolibarr.mp4

03:57

27 - Installing dolibarr.mp4

13:19

28 - Initializing dolibarr.mp4

13:45

29 - Module configurations.mp4

09:17

30 - Adding Products and Services.mp4

05:50

31 - Adding Leads prospects Customers Vendors suppliers CRM.mp4

05:58

32 - Create Proposal and Sales order.mp4

08:55

33 - Invoice a Sales Order or create a new invoice.mp4

08:43

34 - Exploring other modules.mp4

06:57

35 - Reporting.mp4

01:10

36 - Conclusion.mp4

03:54

Description

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

Who is this for?

ERP Project managers

Salesmen

Business Owners

Business Consulatants

Technical managers

Sales managers

Accountants

CRM Project Managers

Students

What You Need to Know?

Basic computer skills and Windows user account with administrative rights

More details

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 Systems
Definition and purpose of ERP and CRMÂ systems
Exploring the role of these systems in organizational success
2. Core Components of ERP and CRM:
Overview of ERP and CRM modules
Understanding how ERP and CRM integrates various business processes
Benefits and challenges of implementing ERP
3. Business Process Integration:
Understanding how ERP and CRMÂ streamline business processes
4. Data Management and Reporting:
Importance of data in ERP and CRM systems
Basics of data entry, storage, and retrieval
Generating basic reports for decision-making
5. Implementation and Go-Live procedures
Implementation steps
Go-Live procedures
Optimization procedure and troubleshooting
6. Presentation of a free open source ERP - CRM software
Downloading
Installing
Configuring
Overall Presentation
Upon 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 managers
Salesmen
Business Owners
Business Consultants
Technical managers
Sales managers
CRM Project Managers
Students

Who this course is for:
ERP Project managers
Salesmen
Business Owners
Business Consulatants
Technical managers
Sales managers
Accountants
CRM Project Managers
Students

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CRM Customer Relationship Management

ERP

Gerasimos Magoulas

Instructor's Courses

Gerasimos has been working in the IT and Security Sector for 18 years. He has held various roles such as Project Manager, Technical Director, and Business Owner at New Technology applications, including Physical Access Control.In addition to his extensive professional experience, he also has 18 years of teaching experience at educational institutes, where he has taught subjects such as computer networks, Operating Systems, electronics, and Security Electronic Devices.Gerasimos holds two bachelor's degrees in Physics and Informatics, a diploma in Electronics, and three Master's degrees in Business Administration, Economics, and Digital Marketing. He continues to pursue further studies in various scientific fields.He is passionate to share his knowledge and experience on different scientific and technology fields.

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