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

Data visualization is a powerful technique that helps businesses gain real-time insights from their ERP systems. By presenting complex data in a visually appealing and user-friendly format, data visualization enables businesses to identify trends, detect anomalies, and make informed decisions swiftly.

Types of Data Visualization

There are several types of data visualization techniques that can be used in ERP systems:

Dashboards

Dashboards provide a real-time overview of key performance indicators (KPIs) and metrics. They can be customized to display vital information such as sales figures, inventory levels, and customer data.

Reports

Reports offer detailed information about specific aspects of the business. They can be tailored to showcase essential data like financial statements, sales trends, and production metrics.

Charts and Graphs

Charts and graphs are widely used to visualize data and identify patterns. They can be customized to display crucial information in an easy-to-understand format. Examples include line charts, bar charts, scatter plots, and pie charts.

Heat Maps

Heat maps use color coding to highlight trends and anomalies in the data. They are particularly useful for visualizing large datasets and identifying areas of concern.

Drill-Down Capabilities

Many data visualization tools offer drill-down capabilities, allowing users to explore specific data points or categories for deeper insights. This enables businesses to quickly identify the root causes of issues and make targeted improvements.

Benefits of Data Visualization in ERP Systems

Data visualization offers several benefits for businesses using ERP systems:

  1. Improved Decision Making: By presenting data in a clear and concise manner, data visualization enables businesses to make more informed decisions based on real-time insights.
  2. Enhanced Collaboration: Data visualization tools facilitate collaboration by allowing multiple stakeholders to access and interpret the same data. This promotes better communication and alignment across the organization.
  3. Increased Efficiency: By automating the process of generating reports and visualizations, ERP systems with data visualization capabilities can save time and reduce the risk of human error.
  4. Better Understanding of Data: Data visualization makes it easier for users to understand complex datasets by presenting information in a visually appealing and intuitive format.
  5. Competitive Advantage: By leveraging data visualization to gain real-time insights and make informed decisions, businesses can stay ahead of the competition and adapt quickly to changing market conditions.

 

Best Practices for Implementing Data Visualization in ERP Systems

To ensure the success of data visualization initiatives in ERP systems, businesses should follow these best practices:

  1. Define Clear Goals: Clearly define the objectives of the data visualization project and align them with the overall business strategy.
  2. Select the Right Tools: Choose data visualization tools that are user-friendly, scalable, and compatible with the ERP system.
  3. Ensure Data Quality: Implement robust data governance processes to ensure that the data being visualized is accurate, complete, and up-to-date.
  4. Involve Users: Engage with end-users throughout the development process to ensure that the data visualization tools meet their needs and are easy to use.
  5. Provide Training: Offer training and support to help users understand how to interpret and act on the insights provided by the data visualization tools

 

 

Examples of dashboards, Reports, Charts and Graph from GS

(GIFT)

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