This course will teach participants how to use CRM within Standard ERP to group, classify and manage their customers; enabling them to easily gain an overview of, and access details relating to, customers and their activities within an organisation. Managed correctly, this is one of the most powerful tools within a business.
In addition, the participants will learn how to use the "Calendar" and "Activities" functions enabling them to book meetings or tasks in the graphical calendar - both for themselves and for others within the organisation. Managing contacts and schedules will help users to prioritise tasks and customer requests, resulting in maximum profitability and efficiency.
Who should attend?
All users of Standard ERP who deal with customers or suppliers.