ERPNext – Customer Relationship Management CRM Course
The ERPNext Customer Relationship Management (CRM) course is designed to provide participants with a comprehensive understanding of how to use the ERPNext platform to manage and enhance customer relationships. This course covers all aspects of CRM, including lead management, sales pipeline tracking, customer support, and analytics.
Key Learnings:
- Proficient use of ERPNext for managing customer relationships
- Ability to manage leads, opportunities, and sales pipelines efficiently
- Skills to handle customer interactions, support tickets, and feedback
- Knowledge of email campaigns and marketing automation
- Capability to generate insightful CRM reports and analytics
Course Content:
Module1: Introduction to ERPNext and CRM
- Overview of ERPNext
- Importance of Customer Relationship Management (CRM)
- Key features of the ERPNext CRM module
Module2. Getting Started with ERPNext CRM
- Installing and setting up ERPNext
- Navigating the ERPNext interface
- Configuring user roles and permissions for CRM
Module 3. Lead and Opportunity Management
- Creating and managing leads
- Qualifying leads and converting them to opportunities
- Managing sales pipelines
- Tracking sales activities and follow-ups
Module4. Customer Management
- Adding and managing customer records
- Segmenting customers and managing customer groups
- Tracking customer interactions and history
- Managing customer feedback and support ticket
Module5. Activity Management
- Scheduling and managing meetings, calls, and tasks
- Linking activities to leads, opportunities, and customers
- Setting up reminders and notifications
- Tracking activity outcomes and follow-ups
Module6: Customer Support
- Managing customer support tickets
- Setting up and using helpdesk features
- Tracking support ticket status and resolution times
- Analyzing support performance and customer satisfaction
Target Audience
- Sales Managers
- Sales Executives
- Account Managers:
- Customer Service Managers
- Support Representatives
- Customer Success Manager
International Student Fees: USD200$
Job Interview Preparation (Soft Skills Questions & Answers)
- Tough Open-Ended Job Interview Questions
- What to Wear for Best Job Interview Attire
- Job Interview Question- What are You Passionate About?
- How to Prepare for a Job Promotion Interview
Stay connected even when you’re apart
Join our WhatsApp Channel – Get discount offers
500+ Free Certification Exam Practice Question and Answers
Your FREE eLEARNING Courses (Click Here)
Internships, Freelance and Full-Time Work opportunities
Join Internships and Referral Program (click for details)
Work as Freelancer or Full-Time Employee (click for details)
Flexible Class Options
- Week End Classes For Professionals SAT | SUN
- Corporate Group Trainings Available
- Online Classes – Live Virtual Class (L.V.C), Online Training
Related Course
ERPNext – Inventory Management Course
ERPNext – Production Planning Course
ERPNext – Sales Management Course
ERPNext – Procurement Management Course
ERPNext – Introduction Course for Beginners
ERPNext – Manufacturing Course
ERPNext Human Resource Management Course
ERPNext – Essentials Basic to Advance Course
