About Course
With a certification in GreeneStep CRM, you can enhance your knowledge about customer service, how to drive sales growth, and make data-driven decisions that lead to improved business outcomes. Learning about Greenestep CRM is crucial as it provides with a comprehensive tool to manage customer relationships, streamline sales processes, and improve overall productivity. Understanding how to effectively utilize Greenestep CRM empowers businesses to maximize their efficiency, improve customer satisfaction, and stay competitive in today’s market.
What Will You Learn?
- Understand the role and significance of CRM systems in modern business operations. Gain practical knowledge of managing a CRM System.
- Understand the role and significance of CRM in Revenue and Sales processes.
- Concepts of Distribution Industry Supply Chain Management; Importance and overview of CRM functions in Supply Chain Operations
- Role of Financial Management in an Organization,​​ Cash Flow, Receivables, Expenses and Tax Management
- Implementing Business Data Analytics in CRM Systems, Real-Time Analytics and Data Visualization.
Course Content
Introducing GreeneStep CRM Collaboration
GreeneStep CRM product manages end-to-end revenue operations and automates revenue process.
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GreeneStep CRM Introduction Video
01:35 -
GreeneStep CRM Modules and Processes
00:00 -
Lead to Cash (L2C) Process in CRM
00:00 -
Case Study of Distribution Company
00:00 -
Getting Started with GreeneStep CRM
00:00 -
Assessment
Concept and Trends of CRM
Understand the role and significance of CRM systems in modern business operations. Gain practical knowledge of managing revenue operations process for a company using GreeneStep CRM System.
Develop skills in customer account management, lead to cash process and other supporting business processes.
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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Current State of the CRM Systems
01:49 -
00:00
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00:00
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Types of CRM Systems?
00:00 -
Benefits of implementing a CRM System
00:00 -
Best Practices and Challenges
00:00 -
Assessment
Automating Revenue Operations
You will learn about Revenue Operations Management and apply the Lead-to-Cash process flow steps in GreeneStep CRM and practically apply your theoretical understanding to real time use case.
Learning Outcomes
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Video on Revenue Operations Automation
02:04 -
00:00
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Lead to Cash (L2C) Process
00:00 -
Mapping Management Subjects to Practice
00:00 -
Assessment
Apply Theory to Practice
Applying theory in practical job environment
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Marketing and Products Management
01:41 -
Sales and Distribution
00:00 -
Supply Chain Operations Management
00:00 -
Setting Up Employees and End UsersÂ
00:00 -
Accounting Reports
00:00 -
Financial Accounting
00:00 -
Business Analytics and Intelligence
00:00 -
Business Process Management
00:00 -
Introduction to Generative AI
00:00
Marketing of Products and Services
Manage Products, Pricing, and Services to Market
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Importance of managing Products and Services in CRM
02:26 -
What are Marketing functions in CRM
00:00 -
Defining Products and Services
00:37 -
Marketing Reports to Analyze
00:00 -
Workshop Activity : Manage Marketing Functions in GreeneStep CRM
00:00 -
Assessment
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Upload a note on Pricing Strategies practised in subscription economy
Managing Customers and Sales Opportunities
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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Video on Marketing and Sales Leads Qualification
02:27 -
Leads Processing in CRM
01:25 -
Managing Sales Opportunities and Pipeline
01:25 -
Sales Function Automation for Sales Force
00:00 -
Sales Quotation and Order Confirmation
01:31 -
Sales Reports and Analytics
00:00 -
Assessment
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Workshop Activity : Customer Management in GreeneStep CRM
00:00 -
Assignments on Managing Sales Opportunities
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Assignment 2 : Upload Reports
Shipping and Delivering Sales Orders
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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Video on Order Processing from Multiple Channels
01:37 -
Sales Orders Processing in CRM
01:00 -
Orders Fulfillment and Shipping
00:00 -
Sales Performance Analytics and Tracking
00:00 -
Workshop Activity : Process Orders in GreeneStep CRM
00:00 -
CaseStudy Analysis
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Assessment
Integrating Supply Chain and Logistics
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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Video on Supply Chain Ops
03:11 -
Managing Stocks and Inventories
00:00 -
Purchase Ordering and Suppliers Management
00:54 -
Drop Shipping Orders by Suppliers or Stockists
00:00 -
SCM Operations Efficiencies Reporting
00:00 -
Workshop Activity : Understanding SCM Ops Reporting in GreeneStep CRM
00:00
Customer Invoicing and Receivables
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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Video on Importance of Cash Flow Management
03:01 -
Invoicing and Sales Tax Computation in CRM
00:00 -
Accounts Receivables and Collections
00:00 -
Sales Commissions and Expense Reimbursements
00:00 -
Reports related to Sales Analytics
00:00 -
Workshop Activity : Understanding Financial Reports in GreeneStep CRM
00:00 -
Assessment
Servicing and Relationship Management
Manage post sales process to support customers
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Video on Importance of Customer Help Desk Portal
02:01 -
Customer Servicing and Support
00:00 -
Customer Loyalty and 360 Journey
00:00 -
Customer Communication and Collaboration
00:00 -
Customer Service Analytics
00:00 -
Workshop Activity : Customer Collaboration in GreeneStep CRM
00:00
Integrated Accounting Functions in CRM
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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Video on Basics of GAAP Accounting and Bookkeeping
01:42 -
Integrated Accounting functions in CRM
00:00 -
Customer Receivables Accounting
00:00 -
Statutory and Compliance Reports
00:00 -
Workshop Activity : Reviewing Statutory Reports in GreeneStep CRM
00:00
Advance CRM and 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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Video on Customer Lifetime Value and Significance
02:12 -
Learn Data Driven Decision Making
00:00 -
Introduction to Business Intelligence and Analytics
00:00 -
Glimpse of GreeneStep GIFT Analytics
00:00 -
Workshop Activity : CRM Insights in Action on GIFT Analytics
00:00
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