ERP CRM Module Training
Leads, opportunities, follow-ups, campaigns, quotations and converting leads to customers.
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About this training
Leads, opportunities, follow-ups, campaigns, quotations and converting leads to customers.
- Leads
- Opportunities
- Follow-ups and Notes
- Campaigns
- Quotation and Converting to Customer
- Contacts and Addresses
- CRM Reports
Training outline 8 lessons
1Leads
1. Create a Lead with name, phone, email and source (website, exhibition, referral).
2. Assign the person responsible for follow-up.
3. Keep the status updated: new, contacted, interested, etc.
4. Website leads can arrive automatically.
The video and file for this session will be added soon.
2Opportunities
1. From a qualified lead click Create → Opportunity.
2. Record type, items of interest and estimated amount.
3. Set the sales stage and next follow-up date.
4. Close as won or lost (with a reason).
The video and file for this session will be added soon.
3Follow-ups and Notes
1. On each lead or opportunity log calls and meetings as communications.
2. Add a note and next contact date to get a reminder.
3. Review the calendar and open to-dos daily.
The video and file for this session will be added soon.
4Campaigns
1. Create a Campaign with name and period.
2. Link leads to it or set it as the source when recording.
3. Send an email newsletter to a group of contacts.
4. Measure results by number of leads and opportunities.
The video and file for this session will be added soon.
5Quotation and Converting to Customer
1. From the opportunity click Create → Quotation.
2. When accepted, the lead converts to a Customer.
3. Then create a Sales Order and the sales flow continues.
The video and file for this session will be added soon.
6Contacts and Addresses
1. Add several Contacts with role, phone and email to a customer or lead.
2. Add addresses with type (billing, shipping).
3. Mark a primary contact.
The video and file for this session will be added soon.
7CRM Reports
1. The Sales Funnel shows opportunities per stage.
2. Leads by Source shows the performance of acquisition channels.
3. Review lost reasons to improve sales.
The video and file for this session will be added soon.
8What is customer relationship management (CRM)?
CRM is both an approach and software for knowing and keeping customers: its types, uses, what good software offers and how to choose it.
Text and picture tutorial for this topic