Overview of Supply Chain Management in CRM - GreeneStep Academy

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.

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GreeneStep ‘Lead to Cash Process’ Management

CRM System Overview

Implementation of CRM & Best Practices and Challenges

Navigating GreeneStep CRM

Customer 360 in Greenestep

CRM Video Explanation

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

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L2C process Implementation in Greenestep

Leveraging Financial Data for Sales Insights using ERP

Financial Analysis for Sales Optimization

ERP in Action for Financial Analysis

Cash Flow Management and Sales Forecasting made Simple

Understanding Financial Statements for Sales Analysis

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

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L2C process Implementation in Greenestep

Concepts of Distribution Industry Supply Chain Management & Importance

Overview of Supply Chain Management in CRM

Supply Chain Management Process in GreeneStep ERP Integration

Benefits and Key Features of SCM

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.

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L2C process Implementation in Greenestep

Introduction to Procurement in Supply Chain Management

Role of Procurement in Supply Chain Management

Supplier Assessment in Procurement

Outsourcing: Benefits and Risks

Inventory Management

Utilizing ERP Systems in Procurement and Expense Management

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

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L2C process Implementation in Greenestep

Introduction to Financial Management

Financial Analysis and Planning

Capital Budgeting and Capital Rationing for Investment Decisions

Financing Decisions Concepts

Working Capital Management

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.

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L2C process Implementation in Greenestep

Introduction to Data

Introduction to Business Data Analytics

Implementing Business Data Analytics in ERP Systems

Real-Time Analytics

Data Visualization

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.

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L2C process Implementation in Greenestep

Fundamentals of Accounting

Revenue and Receivables

Asset Management and Depreciation

Equity, Liabilities, and Leases

Understanding the Annual Report

June14-GreeneStep CRM (Backup Copy 1)

About Lesson

Overview of Supply Chain Management in CRM

CRM (Customer Relationship Management) is integral in SCM as it centralizes customer data, streamlines communication, and enhances customer satisfaction.

By integrating CRM into SCM, businesses can effectively manage customer interactions, track sales, and analyze customer preferences for informed decision-making.

This alignment boosts customer retention rates, fosters loyalty, and drives business growth through personalized experiences.

Inventory Management and Order Fulfillment

Efficient inventory management ensures optimal stock levels, minimizes holding costs, and reduces the risk of stockouts.

Seamless order fulfillment processes result in faster deliveries, improved customer satisfaction, and enhanced operational efficiency.

By synchronizing inventory management with order fulfillment, businesses can achieve greater accuracy, minimize errors, and streamline the entire supply chain flow.

Integration with Distribution Channels

Integration with distribution channels ensures seamless coordination between suppliers, manufacturers, retailers, and customers.

By leveraging interconnected distribution channels, businesses can enhance visibility, track shipments in real-time, and respond promptly to market demands.

This integration facilitates rapid decision-making, reduces lead times, and strengthens relationships throughout the supply chain network.