The document discusses key modules in ERP systems for small scale companies, including CRM for customer management, marketing, and communications; sales force automation for managing employees, territories, and incentives; marketing campaigns for events, advertising, and measuring ROI; procure to pay for purchase ordering, receiving, billing, and payments; order to cash for sales opportunities, orders, fulfillment, billing, and payments; and call center management for support ticketing, assignment, solutions, and customer responses.

1. Software Testing on ERP Life cycle for
Small Scale Companies
Presenter: Monika Meshram
Diploma in Software Testing: SEED Infotech Pvt. Ltd
Date: 03 Oct 2015

2. CRM: Customer Management
 Marketing Channels
 Lead nurturing
 Lead/Prospect/Customer
Management
 Events/Tasks/Phone Calls/Email
Communication
 Promotion Activities
 Branding

3. Sales Force Automation
 Employee/Sales Team Management
 Sales Territory
 Sales Rules
 Escalation Matrix
 Target Customer
 Sales Budgeting
 Incentive Management

4. Marketing Campaign
 Events
 Road Shows
 Advertisements
 Commercial Ads
 Email Marketing Campaign
 SEO (Search Engine Optimization)
 Campaign ROI (Return on Investment)

5. Procure to Pay
 Purchase Requisition
 Purchase Order
 Goods Receipt
 Vendor Bill
 Vendor Advance
 Issue Payment to Vendor Bill
 Return Management
 Refund Management

6. Order to Cash
 Opportunity
 Estimate
 Sales Order
 Fulfill Order
 Invoice
 Cash Sale
 Accept Payment from Customer
 Return Authorization
 Item Receipt
 Refund Management

7. Call Center Management
 Ticket/Case creation through Phone
Call/Email
 Assignment of Support Representative
 Service Request
 Escalation Matrix
 Warranty Management
 Solution/Knowledge Base
 Customer Reply