CRM and ERP for Sales (5 cr)

Evaluation scale

H-5

Objective

Student understands the role of enterprise resource planning (ERP) and customer relationship management (CRM) software in sales and business. Student has command of key ERP and CRM concepts and makes use of basic business processes. Student has command of the accumulated data in ERP and CRM software and how it helps in measuring and developing the success of sales and business. Student can depict business processes using process modelling program. Student is able to take into account ethics, sustainability and responsibility in sales management software.

Methods of completion

Contact learning, group work, individual assignments, exam. Implementations are either in class, or virtual. Lähiopetus, ryhmätyö ja itsenäiset tehtävät. Toteutusvaihtoehdot ovat luokka, monimuoto ja virtuaalinen. Mikäli jo osaat tämän opintojakson osaamistavoitteet, voit näyttää osaamisesi. Kysy lisää opintojakson opettajalta. Lisätietoja osaamisen tunnistamisesta: https://www.haaga-helia.fi/fi/osaamisen-tunnistaminen-ja-work-study

Methods of completion

CRM and ERP are the core software that most of companies run in their sales, sales management and business in general. Come and learn the processes and functionalities that they offer.

Content

Depicting business processes with Microsoft Visio Completing order-to-cash, procure-to-pay and manufacturing business processing with ERP software Entry & update of leads, opportunities, quotes, orders in CRM system Sales pipeline and sales process in CRM Basic marketing features in CRM

Materials

Available at course site/Moodle.

Qualifications

Opintojakso sijaitsee liiketalouden tradenomi-tutkinnon Myynti ja asiakkuudet -suuntautumisessa. Suositeltavaa on että opiskelija on suorittanut opintojaksot "Yrittäjyys ja liiketoiminta" ja "Asiakaskokemus ja myynti" tai hankkinut muulla tavalla vaadittavan osaamisen.