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GreeneStep ERP Basics

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GreeneStep ERP Basics

Categories: Analytics, CRM
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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.

  • 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.

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

Apply Theory to Practice
Applying theory in practical job environment

Marketing of Products and Services
Manage Products, Pricing, and Services to Market

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

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

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.

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

Servicing and Relationship Management
Manage post sales process to support customers

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.

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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