CRM and ERP for SalesLaajuus (5 cr)

Objective

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

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

Qualifications

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 criteria, satisfactory (1)

Student understands the role of enterprise resource planning (ERP) and customer relationship management (CRM) software in sales. Student can satisfactorily depict business processes.

Assessment criteria, good (3)

Student has command of key ERP and CRM concepts and processes from sales view. Student can use basic functionalities of ERP and CRM software. Student can depict business processes using process modelling tool.

Assessment criteria, excellent (5)

Student has command of key ERP and CRM concepts and processes in sales, sales management and business in general. 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 has a solid grasp of software functionalities in sales.

Materials

Available at course site/Moodle.

Further information

Opintojaksojen contact-, online ja blended-toteutuksilla edellytämme läsnäoloa lukujärjestykseen merkityillä opetuskerroilla. Jos olet poissa opetuskerroilta yli 25% arvosanasi laskee yhdellä numerolla. Jos olet poissa opetuskerroilta yli 50%, opintojakso hylätään.

Evaluation

CRM and ERP are the core software that most of companies run in their sales, sales management and business in general. Come and learn the processes and functionalities that they offer.