products:ict:erp-crm-scm:implementing_an_erp_and_crm_system
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| products:ict:erp-crm-scm:implementing_an_erp_and_crm_system [2023/10/22 16:09] – wikiadmin | products:ict:erp-crm-scm:implementing_an_erp_and_crm_system [2023/10/22 16:10] (current) – wikiadmin | ||
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| **Course Outline:** | **Course Outline:** | ||
| - | **Module 1: Introduction to ERP and CRM** | + | **Introduction to ERP and CRM** |
| Definition and purpose of ERP and CRM systems. | Definition and purpose of ERP and CRM systems. | ||
| Line 17: | Line 17: | ||
| Distinctions between ERP and CRM systems. | Distinctions between ERP and CRM systems. | ||
| - | **Module 2: Needs Assessment and Planning** | + | **Needs Assessment and Planning** |
| Identify the specific needs and goals for your organization, | Identify the specific needs and goals for your organization, | ||
| Line 28: | Line 28: | ||
| - | **Module 3: Project Management and Team Building** | + | **Project Management and Team Building** |
| Line 87: | Line 87: | ||
| Training and support contract negotiations. | Training and support contract negotiations. | ||
| - | **Module 7: Customization and Configuration** | + | **Customization and Configuration** |
| - | + | ||
| - | **5. Customization and Configuration: | + | |
| Customize the ERP and CRM systems to match your business processes. | Customize the ERP and CRM systems to match your business processes. | ||
| Line 99: | Line 97: | ||
| Best practices for maintaining future flexibility. | Best practices for maintaining future flexibility. | ||
| - | **Module 8: Training and User Adoption** | + | **Training and User Adoption** |
| Provide comprehensive training to your staff on how to use the new systems effectively. | Provide comprehensive training to your staff on how to use the new systems effectively. | ||
| Line 122: | Line 120: | ||
| Post-implementation support and issue resolution. | Post-implementation support and issue resolution. | ||
| - | + | **Performance Monitoring: | |
| - | + | ||
| - | **13. Performance Monitoring: | + | |
| Continuously monitor the performance and utilization of the ERP and CRM systems to ensure they are meeting your business objectives. | Continuously monitor the performance and utilization of the ERP and CRM systems to ensure they are meeting your business objectives. | ||
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| - | **Module 11: Data Analysis and Reporting** | + | **Data Analysis and Reporting** |
| Utilizing ERP and CRM data for analytics. | Utilizing ERP and CRM data for analytics. | ||
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| After the systems are live, conduct a post-implementation review to gather feedback and make necessary adjustments. | After the systems are live, conduct a post-implementation review to gather feedback and make necessary adjustments. | ||
| - | |||
| - | |||
| **Continuous Improvement and Upgrades** | **Continuous Improvement and Upgrades** | ||
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| Provide ongoing support to users and maintain the systems, including applying updates and patches. | Provide ongoing support to users and maintain the systems, including applying updates and patches. | ||
| - | |||
| - | |||
| **Case Studies and Real-World Examples** | **Case Studies and Real-World Examples** | ||
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| Ensure that your ERP and CRM systems comply with data protection and security standards, especially if you handle sensitive customer data. | Ensure that your ERP and CRM systems comply with data protection and security standards, especially if you handle sensitive customer data. | ||
| - | **Module 15: Future Trends in ERP and CRM** | + | **Future Trends in ERP and CRM** |
| Exploring emerging technologies and trends. | Exploring emerging technologies and trends. | ||
products/ict/erp-crm-scm/implementing_an_erp_and_crm_system.1697972973.txt.gz · Last modified: 2023/10/22 16:09 by wikiadmin