ERPRevolution Sales & CRM
Win customers and process sales from quote to receipt.
What you'll gain
Learn in the real software screens — do the actual workflow and see the result.
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
6 modules · 16 lessons · timed certification exam
1. The sales document flow 2 lessons
Quote, invoice, receipt — and exactly what each one posts.
- Quotes & invoices Preview · 24 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 2 lessons
A single 360° view, plus the weighted pipeline forecast.
- Customer 360 · 22 min
- Reports & the pipeline forecast · 22 min
4. Orders, targets, vouchers & returns 4 lessons
The wider sales toolkit: proforma/orders, sales targets, gift vouchers and customer returns.
- Orders & proforma vs invoices · 16 min
- Sales targets — user, product, customer & location · 16 min
- Gift vouchers · 14 min
- Customer returns & credit notes · 16 min
5. Client analytics, attendance & ledgers 4 lessons
Know the customer: ledgers and aging, the analyzer reports, client attendance, and the rest of CRM.
- Client ledger, statements & aging · 16 min
- Sales analyzers & strategic reports · 18 min
- Client attendance & service participants · 14 min
- CRM segments, knowledge base & campaign attribution · 16 min
6. 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. There's no attempt limit, and practice mode lets you 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: