Name: ERP - CRM Implementation with free open source software
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Created byGerasimos Magoulas

Last updated 5/2026

English

What you'll learn

Define ERP
Analyze key components
Design
Implementation phase
Post implementation phase
User training
Define CRM
Analyze key components
CRM categories
Design
Implementation phase
Post implementation phase
User training
Present an open source ERP / CRM software

Course content

4 sections • 36 lectures • 3h 35m total length

Course overview1:56
This lecture is about the course objectives and topics
Meet your instructor1:00
A video to meet your Instructor

Definition11:41
This lecture gives the definition of ERP
Key components3:26
This lecture describes the key components of ERP
Integration and data flow4:29
This lecture describes the integration and data flow of ERP systems
Selecting the right ERP system4:34
This lecture gives tips to select the right ERP system
Project Planning and Management6:10
This lecture describes the project planing and management procedure of deploying an ERP system
System design and customization5:48
This lecture describes the system design before implementation
Data migration and validation5:28
This lecture describes the data migration and validation procedure
User training and change management5:32
This lecture describes the user training procedure of the ERP system
Go-Live and Post implementation support5:46
This lecture describes Go Live phase of the ERP system
ERP Security and compliance6:17
This lecture describes the ERP security and compliance steps
Upgrades, troubleshooting and optimization10:05
This lecture analyzes the post implementation phase for upgrades and optimization
Enterprise Resource Planning (ERP)

Definition9:37
This lecture describes what is a CRM system
Key components3:16
This lecture describes the key components of CRM
Categories4:29
This lecture describes the categories of CRM
Benefits and challenges5:47
This lecture describes the benefits and challenges of a CRM system
Strategy and planning process5:13
This lecture describes the strategy and planning process of a CRM system
Customer Data Management4:43
This lecture describes the Customer Management of a CRM
Analytics and reporting5:30
This lecture describes the reporting a CRM provides
Implementation5:31
This lecture describes the implementation phase of a CRM system
Integration with other systems5:20
This lecture describes the possible integration with 3d systems
User training4:58
This lecture describes the user training procedure of CRM systems
"Go-Live" phase5:06
This lecture describes the Go Live phase
Customer Relationship Management (CRM)

Presenting open source ERP/CRM software Dolibarr2:14
This lecture presents the open source ERP/CRM software Dolibarr
Downloading Dolibarr3:57
This lecture describes the downloading procedure of Dolibarr
Installing dolibarr13:19
This lecture presents installation procedure of Dolibarr
Initializing dolibarr13:45
This lecture presents the initialiazing procedure of Dolibarr
Module configurations9:17
This lecture presents the modules' configuration
Adding Products and Services5:50
This lecture presents how to add products and services in Dolibarr
Adding Leads (prospects) / Customers / Vendors (suppliers) (CRM)5:58
This lecture presents how to add leads, customers and vendors in Dolibarr
Create Proposal and Sales order8:55
This lecture presents how to create proposals and sales orders in Dolibarr
Invoice a Sales Order or create a new invoice8:43
This lecture presents how to invoice a sales order or create a new invoice
Exploring other modules6:57
This lecture presents other modules of Dolibarr
Reporting1:10
This lecture presents the reporting module of Dolibarr
Conclusion3:54
This lecture is a conclusion lecture of the practical part section

Requirements

Basic computer skills and Windows user account with administrative rights

Description

This comprehensive course serves as an introduction to the fundamental concepts and principles of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM). Participants will gain a comprehensive understanding of the role these systems play in modern businesses and how they contribute to organizational efficiency, data management, and customer engagement.

It is designed to equip participants with the knowledge and skills needed to successfully implement Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems by giving an alternative of free open source software. By utilizing open source solutions, participants will gain a cost-effective and customizable approach to system implementation.

Course Overview:

1. Introduction to ERP and CRM Systems

Definition and purpose of ERP and CRM systems
Exploring the role of these systems in organizational success

2. Core Components of ERP and CRM:

Overview of ERP and CRM modules
Understanding how ERP and CRM integrates various business processes
Benefits and challenges of implementing ERP

3. Business Process Integration:

Understanding how ERP and CRM streamline business processes

4. Data Management and Reporting:

Importance of data in ERP and CRM systems
Basics of data entry, storage, and retrieval
Generating basic reports for decision-making

5. Implementation and Go-Live procedures

Implementation steps
Go-Live procedures
Optimization procedure and troubleshooting

6. Presentation of a free open source ERP - CRM software

Downloading
Installing
Configuring
Overall Presentation

Upon completion of this course, participants will have gained a solid foundation in ERP and CRM concepts, laying the groundwork for further exploration and specialization in the field of enterprise systems implementation. They will also be able to install and implement an open source ERP CRM software for their small to medium business.

Who Should Enroll:

ERP Project managers
Salesmen
Business Owners
Business Consultants
Technical managers
Sales managers
CRM Project Managers
Students

Who this course is for:

ERP Project managers
Salesmen
Business Owners
Business Consulatants
Technical managers
Sales managers
Accountants
CRM Project Managers
Students

What you'll learn

Explore related topics

Course content

Introduction2 lectures • 3min

Enterprise Resource Planning (ERP)11 lectures • 1hr 9min

Customer Relationship Management (CRM)11 lectures • 1hr

Practical Part12 lectures • 1hr 24min

Requirements

Description

Who this course is for: