Sales Point CRM

Sales Point CRM Course

Dr. Emily Carter

AI Research Scientist

Module 1: Introduction to POS Systems

  • Overview of Point-of-Sale (POS) Systems

  • CRM Integration with POS Platforms

  • Sales Transactions Flow in POS

  • Customer Data Capture at POS

  • Roles & Access Control in POS CRM

  • Hands-on Labs:

    • Configure a POS system for retail store setup

    • Simulate a customer purchase transaction

  • Introduction to AWS Cloud & Global Infrastructure
  • Identity & Access Management (IAM) – Users, Groups, Roles, Policies
  • Compute with Amazon EC2 (Launching, Configuring, Auto Scaling)
  • Storage with Amazon S3 (Buckets, Versioning, Lifecycle Policies)
  • Networking with Amazon VPC (Subnets, Routing, Security Groups, NAT)
  • Real-World Applications (Hosting, Security, Networking)

Module 2: Customer & Loyalty Program Management

  • Customer Profiles & Segmentation

  • Loyalty Points System Setup

  • Discounts, Rewards & Promotions Management

  • Customer Retention Strategies using CRM

  • Hands-on Labs:

    • Create loyalty programs for repeat customers

    • Set up discount rules & customer categories

Module 3: Inventory Handling & Sales Analytics

  • Inventory Management through POS CRM

  • Stock Monitoring, Replenishment & Alerts

  • Real-Time Sales Dashboards & Analytics

  • Revenue, Profit Margin & Product-Level Reporting

  • Hands-on Labs:

    • Track stock movements and generate sales reports

    • Build POS-driven sales analytics dashboard

Module 4: Promotions, Discounts & Invoicing

  • Creating and Managing Promotions

  • Invoice Management & Customization

  • Tax Handling in POS CRM

  • Integration with Payment Gateways (Credit, UPI, Wallets)

  • Hands-on Labs:

    • Configure promotional offers in POS CRM

    • Generate customer invoices with tax and discounts

Module 5: Capstone Projects

Real Store Billing + CRM Setup

  • Implement a full POS + CRM Workflow:

    • Sales Transactions → Customer Loyalty → Inventory Updates → Promotions → Invoice Generation

  • Deliverable: Configured POS CRM system for a retail store with analytics reports

Tools Covered

  • POS Systems: Retail POS, Cloud POS Platforms
  • CRM Tools: Customer Management, Loyalty & Promotions
  • Analytics Tools: Sales Dashboards, Inventory Tracking, BI Integration
  • Payment Integrations: UPI, Card Payments, Online Wallets

$199

Join Class

Class Features

  • Hands-on POS & CRM configuration labs
  • Real-World Retail Store Simulation
  • Resume-Ready Capstone Project (Retail/CRM Consultant Role)
  • Certification Guidance: POS/CRM Implementation Specialist
  • Verified Certificate of Completion

FAQS

Frequently Asked Question

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