ERP5

Description:

• The first goal is to teach what is a CRM system and to explain what is a ticket and what is an event.
• The second goal is to teach universal workflows associated to the tickets and events in a CRM system.
• The third goal is to teach how to categorise your prospects.
• The last goal is to teach how to produce useful reports in order to manage your sales efforts in an efficient way.

Session 1: Managing your contacts

• Presentation of Careers and Assignments
• Tutorial 1: How to create persons
• Tutorial 2: How to create Organisations
• Tutorial 3: Linking persons and organisations

Session 2: Tracking customer interactions - CRM Events

• Presentation of incoming and outgoing events
• Tutorial 1: How to create Events in campaigns
• Tutorial 2: How to post outgoing events
• Tutorial 3: How to request someone to post

Session 3: Organising the events - CRM Tickets

• Presentation of Tickets and Campaigns
• Tutorial 1: How to create campaigns
• Tutorial 2: How to process incoming events

Session 4: Create CRM reports

• Tutorial 1: Create Reports
• Tutorial 2: Create Gadgets

Evaluation: Categories customisation

• Evaluation Document
• Evaluation Spreadsheet Sample
• Evaluation Spreadsheet Template