Course Content
Introduction to GreeneStep CRM
Understand the role and significance of CRM systems in modern business operations.Gain practical knowledge of configuring and managing GreeneStep CRM System. Develop skills in user access management, reporting structures, and organization chart setup. Learn to implement effective performance management strategies using CRM tools. Learn communication and collaboration skills through CRM platforms. Acquire proficiency in setting up and optimizing business processes within GreeneStep CRM. Apply CRM systems in various business scenarios, including employee training, and day-to-day operations management. Analyze and utilize CRM data for decision-making and improving business outcomes.
0/6
GreeneStep ‘Lead to Cash Process’ Management
00:00
CRM System Overview
00:00
Implementation of CRM & Best Practices and Challenges
00:00
Navigating GreeneStep CRM
00:00
Customer 360 in Greenestep
00:00
CRM Video Explanation
00:00
Lead Gen / Lead Qualification Process
Understand the role and significance of CRM in Revenue and Sales processes. To comprehend the role of financial statements, especially the balance sheet, income statement, and cash flow statement, in evaluating sales performance. To utilize ratio analysis and common size statement analysis for evaluating sales performance and financial health. To understand how sales and revenue works inside the GS software
0/7
L2C process Implementation in Greenestep
00:00
Leveraging Financial Data for Sales Insights using ERP
00:00
Financial Analysis for Sales Optimization
00:00
ERP in Action for Financial Analysis
00:00
Cash Flow Management and Sales Forecasting made Simple
00:00
Assessment
00:01:00
Understanding Financial Statements for Sales Analysis
00:00
Customer Order Management
Management (SCM) and its role in business operations. Identify and explain key components of Distribution Management within SCM, including distribution channels, inventory management, and warehousing. Describe the order fulfillment process and its importance in ensuring customer satisfaction and efficient distribution. Analyze the significance of logistics and transportation in SCM and its impact on overall supply chain efficiency. Recognize the integration of CRM with SCM and its benefits in centralizing customer data and enhancing customer satisfaction. Explain the role of CRM systems, particularly as designed in GreeneStep's software, in streamlining operations and resource utilization within SCM. Understand the key modules and processes for SCM, including SCM, sourcing, delivery, logistics, return management, and performance indicators. Discuss the application of IT in SCM and its contribution to enhancing communication, collaboration, and decision-making across the supply chain
0/6
L2C process Implementation in Greenestep
00:00
Concepts of Distribution Industry Supply Chain Management & Importance
00:00
Overview of Supply Chain Management in CRM
00:00
Supply Chain Management Process in GreeneStep ERP Integration
00:00
Benefits and Key Features of SCM
00:00
CaseStudy Analysis
Purchases and Inventory Management
Identify the key activities involved in the procurement process. Recognize real-world examples of procurement activities across various industries. Learn how procurement contributes to effective supply chain management. Understand the steps involved in the procurement process in detail. Comprehend the importance of supplier assessment and key elements involved. Explore the benefits and implementation of e-procurement. Identify the advantages and risks associated with outsourcing in procurement. Grasp key aspects of inventory management and related strategies. Understand the use of ERP systems in procurement and expense management. Learn how ERP systems streamline procurement activities and enhance efficiency.
0/7
L2C process Implementation in Greenestep
00:00
Introduction to Procurement in Supply Chain Management
00:00
Role of Procurement in Supply Chain Management
00:00
Supplier Assessment in Procurement
00:00
Outsourcing: Benefits and Risks
00:00
Inventory Management
00:00
Utilizing ERP Systems in Procurement and Expense Management
00:00
Invoicing and Tax Compliances
Explain the pivotal role of financial management in organizational success, using real-world examples. Analyze the risk-return relationship and its impact on investment decisions. Apply time value of money (TVM) concepts to assess the worth of future cash flows. Evaluate capital budgeting techniques (NPV, IRR, Payback Period) and understand capital rationing. Calculate the weighted average cost of capital (WACC) and its significance in financing decisions. Interpret EBIT-EPS analysis to determine the impact of financing choices on earnings. Differentiate between operating and financial leverage and their effects on profitability. Discuss theories of capital structure and their implications for corporate value. Formulate a dividend policy that aligns with company goals and shareholder expectations. Manage working capital effectively by optimizing cash, receivables, and inventory. Forecast working capital requirements based on business needs and market conditions. Tax management using ERP
0/7
L2C process Implementation in Greenestep
00:00
Introduction to Financial Management
00:00
Financial Analysis and Planning
00:00
Capital Budgeting and Capital Rationing for Investment Decisions
00:00
Financing Decisions Concepts
00:00
Working Capital Management
00:00
Tax Management
00:00
Performance Analytics
Grasp the fundamental concepts of data, including its types, sources, and the classification of digital data. Differentiate between data science, statistics, mathematics, programming languages, databases, and machine learning. Comprehend the definition, importance, and key objectives of business data analytics within ERP systems. Learn the steps to integrate business data analytics into ERP systems and understand the role of BI tools.
0/6
L2C process Implementation in Greenestep
00:00
Introduction to Data
00:00
Introduction to Business Data Analytics
00:00
Implementing Business Data Analytics in ERP Systems
00:00
Real-Time Analytics
00:00
Data Visualization
00:00
Accounting and Compliance
Understand revenue recognition methods and their application in different business scenarios. Identify measurement issues related to accounts receivables and manage them effectively using ERP systems. Classify inventory types and apply appropriate valuation methods. Comprehend various depreciation methods and automate calculations through ERP systems. Accurately account for long-lived assets, including their depreciation. Distinguish between equity and liability and manage them using ERP systems. Apply lease accounting standards and manage lease agreements in ERP systems. Interpret and prepare components of an annual report using consolidated financial data from ERP systems. Grasp fundamental principles and concepts of financial accounting. Generate trial balances and prepare final accounts. Understand cost accounting terminology and the creation of cost sheets. Develop and control budgets, utilizing ERP systems for detailed cost tracking and strategic planning.
0/6
L2C process Implementation in Greenestep
00:00
Fundamentals of Accounting
00:00
Revenue and Receivables
00:00
Asset Management and Depreciation
00:00
Equity, Liabilities, and Leases
00:00
Understanding the Annual Report
00:00
June14-GreeneStep CRM (Backup Copy 1)
About Lesson

Implementation Plan:

Implementing a Customer Relationship Management (CRM) system is very important for organisations that want to increase customer involvement, streamline sales processes, and drive business growth in this fast-changing business world. There must be a solid plan, proper software selection, and key role assignment for any successful CRM implementation. Before implementing CRM you need to set clear goals and establish the budget which should be aligned with organizational objectives and financial limitations as well. Second step is to choose suitable software for your organization’s needs such as contact management, sales tracking or lead management among others so make sure you assess what they require from a solution before making any choices. Thirdly, create a team dedicated to working on this project which will include representatives from different departments because it encourages cooperation between them hence ensuring efficiency during the implementation process.

Selecting the CRM System: When choosing the right CRM system for your organization, consider what features are necessary based on its business objectives and also take into account how much money you have allocated towards this project. You can find out about other people’s experiences by asking similar businesses where they got their systems from as it might give insights on what works best in such situations; moreover testing different CRMs through free trials could enable you

CRM Features: A solid CRM system should include certain features like contact management, sales and opportunity management, lead management etc. Contact management allows companies to keep a centralized database of customer information which includes contact details and communication history. Sales and opportunity management helps in tracking pipelines as well as forecasts whereas lead management refines capturing as well as nurturing potential customers.  

Measuring Success: Evaluating the success of CRM implementation requires monitoring key performance indicators (KPIs) and metrics. Organizations need to check if their sales cycle length is good enough or do they know about their customer lifetime value (LTV) so that they can measure how effective these strategies have been for them. Moreover, using conversion rates with other measures would give an indication on where things could be improved or optimized based on different levels achieved at customer satisfaction scores through CRM.  

Key Roles: Assigning key roles is important for driving adoption of CRM within the organization and ensuring its effective use. Besides providing user training on the CRM tool among others; The manager also oversees continuous improvement initiatives related to this software package while sales managers are supposed to track different data points against set targets over time plus delegate tasks based on priority among reps working under them.Tracking CRM metrics, data analysis and assigning sales representatives duties are some of the tasks that a Sales Manager should carry out. Customer interactions management, lead tracking and driving sales opportunities using the CRM system is what a Sales Representative does.

Employee Training: It is important to have customized training for different job positions as this ensures user adoption and maximizes CRM benefits. Employees need practical sessions where they can interact with different functions of the CRM system such as workflows among others. Continuous learning is also necessary which can be done through webinars, workshops or even online tutorials so that employees continue improving on their skills regarding CRM while keeping up with new updates or improvements made in this field. In summary, careful planning must be done throughout all stages leading up to successful implementation of customer relationship management; strategic selection of software alone will not guarantee success unless combined with proper involvement from relevant parties. A company should therefore follow an organized method and use established practices if it wants its CRMs achieve desired results thereby spurring sustainable growth for businesses.

Best Practices and Challenges of Implementing an CRM

  • Some of the Best Practices can be:
    • Define clear goals and strategy.
    • Ensure CRM integrates with other technologies.
    • Focus on user adoption and training.
    • Monitor and optimize CRM performance continuously.
  • Some of the Challenges can be:
    • User adoption resistance.
    • Data migration issues.
    • Customization complexities.

 Best Practices:

  • Define Clear Goals and Strategy: GreeneStep helps business owners set specific objectives for their CRM, like improving customer service or increasing sales, ensuring the CRM aligns with their overall business strategy.
  • Ensure CRM Integrates with Other Technologies: GreeneStep’s suite includes ERP, POS, and other applications, allowing seamless integration and data flow between CRM and other business systems.
  • Focus on User Adoption and Training: GreeneStep provides rich functional and technical experience to guide teams, ensuring they adopt and effectively use user-friendly products.
  • Monitor and Optimize CRM Performance Continuously: GreeneStep leverages the latest technology to keep systems secure, scalable, and available, supporting continuous performance monitoring and optimization.

Challenges:

  • User Adoption Resistance: Even with GreeneStep’s user-friendly interface, some users may resist adopting new systems due to comfort with old software
  • Data Migration Issues: Transitioning from existing systems to GreeneStep can pose data migration challenges, which GreeneStep addresses by providing support during the transition.
  • Customization Complexities: GreeneStep offers customization support to fit specific needs, addressing the complexities that come with tailoring the CRM to unique business processes
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