IFS Sales and Services - CRM


This course is a course towards gaining the IFS Certified Specialist - Functional accreditation. It enables students to cover and prepare all of the examination specification topics for the CRM (Customer Relationship Management) exam.

Target Audience

Those who need to be able to identify and state the essential decisions to be made, basic data to be created and processes involved in the setting up of sales and marketing in support of IFS CRM (Customer Relationship Management) Module in IFS Applications™.
  1. Basic Data / CRM Access / Sales Process
  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 lesson, students should be able to:

  • Have an idea about CRM/SRM
  • Understand what and how basic data can be set up
  • Understand how CRM and SRM Access works and how to set this up
  • Understand the Sales Process
Knowledge: Basic knowledge of Windows programs, Use of ERP software in general and Basic knowledge / understanding on what sales and marketing would do – (Optional)

Courses: IFS Fundamentals

Exams: IFS Fundamentals (recommended)


IFS Academy Inquiry Text


  • Consultants

IFS Applications Version:

  • IFS Applications 10


  • Specialist


  • IFS Sales and Services

Course ID:




Type of Course:

  • Workshop