ERPRevolution Sales & CRM
Win customers and process sales from quote to receipt.
What you'll gain
Take a sale from quote to invoice to receipt, work the CRM pipeline (leads, tickets, campaigns, segments), read Customer 360 and the pipeline forecast, run targets, vouchers, returns and credit notes, manage memberships, session packs, classes and prorated subscriptions, work the wider sales desk at scale (touch-only entry, swap invoices, discount automation, reconciling cash), run the CRM inbox with WhatsApp and automation triggers, configure voice/payment/courier providers, reach the whole customer base with bulk outreach, and read the thirteen-chart analytics bench alongside the appointment diary and delivery-money reports.
Pass a real exam and earn a publicly verifiable certificate employers trust.
Unlimited practice mode + spaced-repetition flashcards, then unlimited exam retakes.
Keep the lessons and every future update to this course, forever.
What you'll cover
10 modules · 39 lessons · timed certification exam
1. The sales document flow 3 lessons
Quote, invoice, receipt — and exactly what each one posts.
- Quotes & invoices Preview · 24 min
- Finding and reading invoices · 18 min
- Receipts & customer balances · 22 min
2. The CRM pipeline 3 lessons
Manage opportunities from lead to won, then service and market to them.
- Leads & the pipeline · 26 min
- Tickets, campaigns & segments · 24 min
- Coupons & loyalty · 22 min
3. The customer at the centre 3 lessons
A single 360° view, plus the weighted pipeline forecast.
- Registering and managing clients · 18 min
- Customer 360 · 22 min
- Reports & the pipeline forecast · 22 min
4. Orders, targets, vouchers & returns 5 lessons
The wider sales toolkit: proforma/orders, sales targets, gift vouchers and customer returns.
- Orders & proforma vs invoices · 16 min
- The sales-order layer: confirm, track, invoice · 24 min
- Sales targets — user, product, customer & location · 24 min
- Gift vouchers · 18 min
- Customer returns & credit notes · 24 min
5. Client analytics, attendance & ledgers 7 lessons
Know the customer: ledgers and aging, the analyzer reports, client attendance, and the rest of CRM.
- Client ledger, statements & aging · 24 min
- Sales analyzers & strategic reports · 18 min
- Sales insights 1: receivables, the pipeline and customer intelligence · 25 min
- Sales insights 2: service tickets, bookings, margin and pricing · 22 min
- Sales insights 3: marketing, loyalty and sales performance · 22 min
- Client attendance & service participants · 14 min
- CRM segments, knowledge base & campaign attribution · 26 min
6. Recurring revenue: memberships, classes & subscriptions 3 lessons
Membership plans, door check-in, session packs, classes and subscription billing — recurring money with a real invoice behind every charge.
- Membership plans & memberships · 26 min
- Door check-in, session packs & classes · 36 min
- Subscriptions & prorated billing · 24 min
7. The wider sales desk: orders, registers and receipts at scale 5 lessons
The screens a working sales desk actually touches all day — touch-only order entry, the order and invoice registers, the deleted-document audit trail, bulk receipting and the automatic-discount engine.
- Touch-only order entry and the order register · 20 min
- Swap invoices, deleted registers and the sales-note trail · 30 min
- Reading what you billed — items, profit and branch pivots · 36 min
- Receipting at scale and reconciling the cash · 24 min
- Discounts that run themselves — auto rules, voucher codes and price levels · 34 min
8. The client desk: conversations, providers and mass outreach 3 lessons
Everything that happens around the documents — the CRM inbox and automation triggers, the surveys behind them, the voice, payment and courier providers they depend on, and the bulk mail and SMS routes that reach the whole customer base.
- The CRM desk: Inbox, WhatsApp, automation triggers and surveys · 22 min
- Provider configuration: voice, payments and couriers · 24 min
- Reaching the whole base — bulk mail, bulk SMS, birthdays and walk-ins · 18 min
9. The service diary, the scoreboard and the analytics bench 6 lessons
Appointments and attendance, sales targets read at four levels, the client-knowledge screens, the analyzer family and the delivery-money reports — the reading side of a desk that has to answer for its numbers.
- The appointment book: booking a slot and reading the diary · 22 min
- Who turned up: client attendance, time on site and service participants · 20 min
- The scoreboard: reading sales targets at four levels — and your own · 18 min
- Knowing the client: population charts, the all-customer ledger and patronage rhythm · 30 min
- The analytics bench: thirteen charts under Reports/Charts/Analysis · 22 min
- The cash still out on the road: six delivery-money reports · 18 min
10. Capstone — your first 90 days 1 lessons
Put the whole ladder together: a staged plan for taking over a sales desk, a self-review rubric, and where to go next.
- First 90 days & after the certificate · 22 min
Frequently asked
Is the certificate verifiable?
Yes. Every certificate carries a unique ID and a cryptographic signature. Anyone — an employer or a client — can confirm it instantly on our public verification page, with no login.
Do I need access to the live software?
No. The lessons teach with real, anonymised screenshots of the actual product, so you learn exactly what you'll see on the job. A live tenant helps but isn't required to complete the course or pass the exam.
How long do I have access?
Lifetime. Once you enrol you keep access to the lessons, practice mode and flashcards — including future updates to this course.
What happens if I don't pass the exam first time?
You can retake it — up to 5 attempts, with a 12-hour wait between attempts. Practice mode is unlimited, so rehearse with the same verified question bank until you're ready.
Can my team enrol together?
Yes. Talk to us about group and organisation rates — certifying a whole team is faster and cheaper than one at a time.
Continue your path
Learners taking this course often go on to: