ERP and CRM Practice Exam

ERP and CRM Practice Exam

ERP (Enterprise Resource Planning) is software that helps organizations manage their core business processes such as finance, inventory, HR, and supply chain in one system. It makes operations smoother by integrating different departments and ensuring data flows efficiently.

CRM (Customer Relationship Management) is software that helps businesses manage their interactions with customers. It stores customer information, tracks sales, and improves service, ensuring better relationships and higher customer satisfaction. Together, ERP and CRM help companies run their internal operations effectively while also managing customer needs.

Who should take the Exam?

This exam is ideal for:

• ERP Consultants
• CRM Specialists
• Business Analysts
• IT Professionals
• Project Managers
• Sales and Marketing Executives
• Finance and Operations Managers

Skills Required

• Basic business process knowledge
• Understanding of databases and IT systems
• Analytical and problem-solving skills
• Communication and customer-handling ability

Knowledge Gained

• Fundamentals of ERP and CRM systems
• Workflow automation and data integration
• Customer lifecycle management
• ERP modules like Finance, HR, and Supply Chain
• CRM modules like Sales, Marketing, and Service

Course Outline

The ERP and CRM Exam covers the following topics -

1. Introduction to ERP and CRM

• Meaning and Importance
• ERP vs CRM: Key Differences
• Business Benefits

2. ERP Systems Overview

• Core Modules (Finance, HR, Inventory, Supply Chain)
• Integration and Data Flow
• Popular ERP Tools (SAP, Oracle, Microsoft Dynamics)

3. CRM Systems Overview

• Customer Data Management
• Sales Force Automation
• Marketing Campaign Management
• Customer Support and Service

4. ERP + CRM Integration

• How Systems Work Together
• Unified Data for Decision Making
• Real-world Case Studies

5. Implementation of ERP and CRM

• Planning and Strategy
• Change Management
• Common Challenges and Solutions

6. Technology in ERP and CRM

• Cloud Solutions
• Mobile Access
• AI and Analytics in ERP/CRM

7. Future of ERP and CRM

• Digital Transformation
• Customer-Centric Business Models
• Global ERP/CRM Trends