CRM and ERP for Sales (5 cr)

Objectives (course unit)

Student understands the role of enterprise resource planning (ERP) and customer relationship management (CRM) software in sales and business. Student has command of key ERP and CRM concepts and makes use of basic business processes. Student has command of the accumulated data in ERP and CRM software and how it helps in measuring and developing the success of sales and business. Student can depict business processes using process modelling program. Student is able to take into account ethics, sustainability and responsibility in sales management software.

Content (course unit)

Depicting business processes with Microsoft Visio Completing order-to-cash, procure-to-pay and manufacturing business processing with ERP software Entry & update of leads, opportunities, quotes, orders in CRM system Sales pipeline and sales process in CRM Basic marketing features in CRM

Prerequisites (course unit)

Opintojakso sijaitsee liiketalouden tradenomi-tutkinnon Myynti ja asiakkuudet -suuntautumisessa. Suositeltavaa on että opiskelija on suorittanut opintojaksot "Yrittäjyys ja liiketoiminta" ja "Asiakaskokemus ja myynti" tai hankkinut muulla tavalla vaadittavan osaamisen.

Assessment scale

H-5

Learning materials

Available at course site/Moodle.