CRM Sales Operations (CPE)

For information on CPE credits, please see the Continuing Professional Education section.

Registration URL: https://webinar.ringcentral.com/webinar/register/1817290686907/WN__VxjKgKaQEWUQSX3j1XuCw

Audience: This webinar is intended for Sales Specialists who work with Acumatica ERP CRM functionality.

Acumatica ERP Experience Required: 3-6 months

Who Should Attend (relationship to Acumatica): Professionals who want to learn Acumatica ERP CRM functioanlity.

Acumatica ERP version: 2024 R2

Training Description: This webinar introduces you to the Acumatica ERP CRM functionality based on a set of examples that illustrate CRM sales processes in a midsize company.

Training Syllabus: The program is covered over three days as follows:

• Day 1: Qualifying Sales Leads. In this session, you will learn how to use the lead statuses in Acumatica ERP in your lead qualification workflow, return a lead to marketing for further nurturing, disqualify a lead, reopen a disqualified lead, and convert a lead to an opportunity. You will become familiar with ways of creating business accounts, create a business account manually, specify a primary contact for the business account, and process a business account as it has different statuses. Also, you will become familiar with ways of creating contacts, create a contact manually, and create a contact by using the Acumatica ERP mobile app.
• Day 2: Managing Opportunities. In the second session, you will learn how to you create opportunities in multiple ways. You will become familiar how the system determines the default owner it assigns to new opportunities of the class, learn how to assign an opportunity manually to a particular owner, learn how to assign a selected group of opportunities to owners or workgroups by using an opportunity assignment map, and learn how to create an activity of the Event type.
• Day 3: Managing Opportunities. In the last session, you will learn how to manage opportunities and create sales quotes, sales orders, and invoices based on opportunities. You will also learn about relations between different types of CRM records, such as leads, contacts, and business accounts. These entities can be related to one another as well as to other records, such as sales orders. You will also learn how to manage these relations.

Date and time: This training meets the following three times, and attendees are expected to attend all three sessions:

• Mon, November 18, 2024 10:00 AM - 11:30 AM PT
• Tue, November 19, 2024 10:00 AM - 11:30 AM PT
• Wed, November 20, 2024 10:00 AM - 11:30 AM PT

*To provide a cloud instance for attendees, we need to generate a registration report and perform some activities to deploy the instance and send out the credentials. All this takes time and we have to do it several hours before the webinar. So we highly recommend not leaving the registration up to the last minute of the webinar start. Everyone who registers after 6 AM PT of Day 1 session will not receive the link to the cloud instance and credentials for it and will have to attend a webinar in a view-only format.

Instructor: Varughese Thomas

Varughese Thomas has over 30 years of experience in the ERP software industry.  His areas of expertise include providing support, training, consulting, and implementation services for ERP packaged software.  Varughese’s primary areas of subject matter expertise are Distribution, Manufacturing, and the related Finance integrations

At Acumatica, Varughese provides ERP implementation services and holds certifications of Business Consultant, Inventory and Order Management, CRM, and Manufacturing. He performs full implementations, specific module consulting, partner training, Fast Track and best practice implementations.

Prior to joining Acumatica, Varughese was instrumental in several ERP implementations using leading ERP packaged solutions at various manufacturing industry verticals. He started in the Acumatica ecosystem as an implementation consultant with an Acumatica partner. Varughese has implemented and supported QAD MFG/PRO, Infor Baan ERP, SAP SD and QAD EE solutions in addition to Acumatica.

Prerequisites­

None.

Advance Preparations

None. Attendees will be provided with a cloud instance and tenant for training purposes.

Training Materials

Please download the following training materials that you will need for the training: EU_CRM_Sales_2024R2.pdf

Continuing Professional Education

• Program knowledge level: Intermediate
• Delivery method: Group Internet based program*
• NASBA field of study: Computer Software & Applications
• Maximum number of CPE credits that may be earned by the participant: 3

Due to this program being offered free of charge, there will be no refunds issued. If you have any questions, please feel free to contact us at training@acumatica.com.

* We offer CPE credits for this course if you attend the course in the format of online instructor-led RingCentral session. During the session, we measure your attentiveness by using polling questions at random times. We provide the certificate if you have answered polling questions during the session. To get the certificate with the confirmed CPE credits, please send a request to training@acumatica.com after the session is complete.

National Registry Statement

Acumatica is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.