ERP & CRM Solutions

ERP & CRM Solutions Training (Tailored to Your Business)

Streamline Operations. Improve Customer Relationships. Drive Growth.

Overview

AkiliOne’s ERP/CRM Solutions Program helps your team understand, implement, and effectively use Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems that are tailored to your business goals. Whether you’re adopting a new system or optimizing an existing one, we provide vendor-agnostic, requirement-based training for seamless digital transformation.

What Your Team Will Learn

• ERP/CRM Fundamentals
  Understand what ERP and CRM systems are, why they matter, and how they apply to your business process.

• Needs-Based System Mapping
  Identify the most important features for your business — from HR and finance to sales, inventory, and customer support.

• Hands-On Training with Selected Tools
  Work directly within the system your business uses or is planning to adopt.
  Platforms may include: Zoho, Salesforce, Microsoft Dynamics 365, HubSpot, Odoo, SAP Business One, etc.

• Process Automation & Reporting
  Learn how to streamline key workflows, generate real-time reports, and improve visibility across departments.

• User Roles, Access, and Adoption Strategies
  Set up permissions, manage users, and drive smooth team adoption through guided onboarding.

Program Format

• Customized training based on selected tool/platform

• Delivered onsite or virtually

• Live system walkthroughs using your business structure

• Post-training follow-up or admin coaching available

Benefits to Your Organization

• Eliminate manual processes and data silos

• Improve team collaboration, reporting, and customer engagement

• Increase adoption and ROI on ERP/CRM investments

• Make confident, informed decisions using centralized data

Who Should Join?

• Operations, Finance, and Admin Teams

• Sales, Marketing, and Customer Support Teams

• Business Owners and IT Decision-Makers

Duration: 1–3 weeks (based on scope & platform)

Level: Beginner to Intermediate
Mode: Onsite, Virtual, or Hybrid

Need to Train Your Team on ERP or CRM Tools?

We’ll tailor a training experience to match your systems, goals, and team structure.