TRAININGS > CRM - Customer Relationship Management Expert Training

CRM - Customer Relationship Management Expert Training
150.00 + VAT
Duration 1 Day(s) / 7.0 Hour(s)
CRM.201.E
15

Eğitim ücretlerimizi iba@caniaserp.com adresine mail göndererek öğrenebilirsiniz.

OVERVIEW

MODULE DECRIPTION

The integrated structure of the caniasERP Customer Relationship Management (CRM) module allows the relevant data obtained from all other modules in the system to be centrally kept and managed. 

Thanks to the actions taken in this module, all communications with customers / vendors and potentials can be saved. Additionally, action records can be created from modules such as Opportunity Management, Issue Management, Sales Management, Collaboration Management. With the Planned Actions transaction, it is possible to define an action group and trigger all other planned actions related to this action. Main functions of the Customer Relations Management module include keeping contact information tailored to individual needs, taking special approaches for prospective customers, and responding immediately to developments in customer relations. 

The location of the Customer Relationship Management module in the general system is shown in the graphic.

PRE-REQUISITES

Preparation before the training: Having already installed caniasERP through EDU JNLP link shared on the participation form

Level of Knowledge:

- Having already participated INT - caniasERP Introduction

- Having already participated BAS - Basic Data Management

TRAINING OBJECTIVES

At the end of the CRM Expert training participants will be able to;

- create new customer/vendor/candiate records using the CRM module via standard as well as fast entry feature,

- manage customer/vendor/candiate contact information and related actions.

- generate the required reports like Opportunities Multi Report, Actions List, Customer Sales Analysis, etc. for further analysis and decision making.




TRAINING INDEX

CRM.201.E - CRM - Customer Relationship Management Expert Training


1 - CRM - Customer Relationship Management Expert Training

2 - Customer Relationship Management

2.1 - CRMT01 - Overview

2.2 - Creating New Customer with Fast Entry

2.3 - Creating New Customer By Reference

2.4 - Convert Candidate to Customer/Vendor/Both

2.5 - Editing Customer

2.6 - Showing Customer

2.7 - Listing Customer

2.8 - Deleting Customer

2.9 - Creating New Candidate

2.10 - Editing Candidate

2.11 - Listing Candidate

2.12 - Deleting Candidate

2.13 - Showing Candidate

A - Workshop

3 - Customer Relationship Management - Contact Persons

3.1 - Contact Persons

4 - Customer Relationship Management - Actions

4.1 - Actions

4.2 - Creating New Action

4.3 - Editing Action

5 - Customer Relationship Management - History

5.1 - Customer History List

6 - Customer Relationship Management - Other Tabs

6.1 - Customer Relations Diagram

6.2 - Batch Invoice Settings

B - Workshop

7 - Customer Relationship Management - Other Features

7.1 - Adding Relations With Opportunities, Creat New Opp. via CRMT01

7.2 - Creat sales doc. "By Reference" via crmt01

7.3 - Creating a New Sales Document with Reference in CRMT01

8 - Batch Letter/Mail/Action Management

8.1 - Batch Letter/Mail/Action Management

9 - Planned Actions

9.1 - Creating Planned Actions & Relating with a Customer

9.2 - Listing Planned Action

C - Workshop

10 - CRM Reports

10.1 - Cust.-Material & Mat.Cond-Cust. Discount Policy

10.2 - Identification and Relationship of Materials and Competitors in an Opportunity

10.3 - Customer Sales Analysis

10.4 - Actions Listing

10.5 - Customer & Contacts List

10.6 - Customer & Contact Verification

11 - Cockpits and Additional Transactions

11.1 - Customers on Google Maps

11.2 - Customer / Vendor History Report

11.3 - Customer Relationship Management Panel

11.4 - Salesperson Cockpit

11.5 - Partner Relationship Management

D - Evaluation and Exam
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