CRM & Sales Management
Manage a sales pipeline, pricing and a sales team in ERPNext.
Part of ERPNext Sales Professional learning path
Take this first
This course builds on another course. You can still start now.
- Sales Essentials (coming soon)
Coming soon
We are recording the lessons for this course now. Leave your email and we will tell you the day it opens.
What You'll Learn
- ✓Capture leads and record where they came from
- ✓Track opportunities through the sales pipeline, from first contact to order
- ✓Follow up customers with assignments, to-dos and reminders
- ✓Apply discounts and offers automatically with Pricing Rules and Promotional Schemes
- ✓Set targets for sales persons, measure their results and work out commission
- ✓Sell through sales partners and split the market by territory
- ✓Agree prices and quantities over a period with Blanket Orders
- ✓Read sales analytics and funnel reports to see what is selling and what is stuck
Course Content
8 lessons when complete · 0 live now
- 1Coming
Leads and Lead Sources
Capture prospects and know where they came from.
- 2Coming
Opportunities and the Sales Pipeline
Track deals from first contact to order.
- 3Coming
Follow-Ups: Assignments, To-Dos and Reminders
Make sure no customer is forgotten.
- 4Coming
Pricing Rules and Promotional Schemes
Discounts and offers that apply themselves.
- 5Coming
Sales Persons, Targets and Commission
Set targets and measure each salesperson.
- 6Coming
Sales Partners and Territories
Sell through agents and split the market by region.
- 7Coming
Blanket Orders and Contract Pricing
Agreed prices and quantities over a period.
- 8Coming
Sales Analytics and Funnel Reports
See what is selling, who is selling it and what is stuck.
About This Course
Selling well is more than raising invoices. This course shows you how to manage a sales pipeline, pricing and a sales team in ERPNext.
You'll capture leads and their sources, track opportunities to order, and make sure no customer is forgotten with assignments and reminders. You'll set pricing rules and promotions that apply themselves, set targets and commission for sales persons, sell through partners and territories, and agree contract prices with blanket orders.
You finish with the analytics and funnel reports that show what is selling, who is selling it and what is stuck.
Prerequisites
- •Sales Essentials
Who This Course Is For
- →Sales managers and team leaders
- →Business development and account managers
- →Sales administrators who set prices and promotions
- →Business owners who want to see their sales pipeline
8 more lessons are being recorded. You get every new lesson as it is added.
It opens with an early-bird price: 50% off. The price goes up a little with every new lesson and reaches the full price when the course is complete, so the sooner you join, the less you pay.
This course includes
- ⏱About 3h 20m of video when complete
- 🎬8 lessons, 0 live now
- ♾️Full lifetime access
- 📱Access on all devices
- 🏆Certificate of completion
Your Instructor
Karani Geoffrey
ERPNext Architect & Implementation Consultant · 17+ Years in ERP
Karani Geoffrey is the founder of UPEO Academy and a leading authority on ERPNext implementation in East Africa. With over 17 years of hands-on experience deploying ERP systems across manufacturing, healthcare, retail, and financial services, Karani has guided hundreds of organisations through complex digital transformation journeys.
He is a certified Frappe/ERPNext developer and has built custom Frappe applications for multinational clients. His practical, no-nonsense teaching style bridges the gap between business strategy and technical execution - helping learners not just understand ERPNext, but master it.