IFS Sales and Services - CRM


This is one of the courses towards gaining the IFS Certified Specialist accreditation for Consultants. It enables students to cover and prepare all of the examination specification topics for the CRM (Customer Relation Management) exam

Target Audience

By the end of this course, students should be able to fully understand the concept of Relation Management for both Customer as well as Supplier, and to complete the total Sales-process from prospect till closing the opportunity.

  1. Basic Data /CRM and SRM Access
  2. Manage Relations
  3. Manage Contacts
  4. Business Activities and Business Calendar
  5. Business Mail
  6. Business Opportunity
  7. Marketing Campaigns & Mail Merge
  8. Additional Features

By the end of this course, students will be able:

  • To be able to understand the principle of Relationship Management
  • To be able to manage all types of Relations
  • To be able to manage the Sales Process
  • To be able to set up and manage Business Mails
  • To be able to set up and manage Marketing Campaigns


IFS Academy Inquiry Text



  • Consultants


  • Specialist

Course ID:



2 Days

Type of Course:

  • Workshop