This course introduces the Customer Relationship Management (CRM) functionality of Acumatica ERP.
The course is based on a set of examples that involve different groups of users—such as marketing
personnel, salespersons, and support specialists—presenting typical scenarios that show how a CRM
system may be used by different companies rather than showing the business processes of a single
company.
Course Description
How to Go Through the Course?
- Download the training guide and files for training. Unzip the folder with files for training. when you perform this, you will have the following training materials:
- Customer Management 2017 R2 course guide: All the information that you need in this course is provided in the PDF course guide.
- PurchasedLeads.xlsx and MarketingLeads.xlsx: Two supplementary Excel files. One of them contains a purchased list of leads, and the other a list of leads generated by a marketing automation tool. These lists will be imported to Acumatica ERP. The PDF course guide refers to these files when they are needed.
- C100.zip: The snapshot with the preconfigured data necessary for the training completion.
- Download and install Acumatica ERP build 17.204.0019.
- With the parameters described in the Course Prerequisites chapter of the PDF course guide, deploy an instance of Acumatica ERP, in which you will do the training examples.
- Restore the C100.zip snapshot. For information on how to restore a snapshot, see To Restore a Snapshot.
- Read the How to Use This Course chapter in the PDF course guide and follow the instructions from the guide.
Training Materials
Installations
Training Recordings
Session One
In this training, the following PowerPoint presentation has been used: C100 Organization: Customer Management 2017 R2.
Session Two
In this training, the following PowerPoint presentation has been used: C100 Organization: Customer Management 2017 R2.
Session Three
In this training, the following PowerPoint presentation has been used: C100 Organization: Customer Management 2017 R2.
Session Four
In this training, the following PowerPoint presentation has been used: C100 Organization: Customer Management 2017 R2.
Testimonials
The class was very informative and well laid out to teach the module.
Heath H.
It was really nice seeing what a fully built and functional Project management system could do for us.
Thomas S.
I liked that the examples were written in the guide, explained and shown.
Megan H.
I am very excited about the EU training! The SweetLife instance and manuals seem wonderful so far.
Kimberly W.
Training Guide was well laid out with clear, easy steps to follow.
Jason M.
It was an excellent experience. I am very satisfied with this course.
Alfred M.
The most effective part about the session was the practical examples and not just repeating what was written in the guide. So the real life examples were very helpful.
Marilize Z.
I found lots of helpful pieces of information that I have already put into use on our system.
Christine Z.
It is a well written fundamental course.
Kathryn W.