2 days • 1 to 6 participants • On-site or remote
Learn how to use Dolibarr to manage prospects, improve customer relationships, create quotations and handle invoicing from a single application.
By the end of the training
- you will understand the role of a CRM in business development
- you will manage contacts, customers and prospects more effectively
- you will track sales opportunities
- you will create quotations and convert them into orders
- you will manage invoicing within Dolibarr
- you will centralise commercial information in a single tool
- you will manage your business with greater autonomy
Programme
Day 1
Getting started with Dolibarr and customer relationship management
- understand CRM principles and the benefits of centralising business data
- discover the Dolibarr interface and its key modules
- create and organise contacts, customers and prospects
- qualify and monitor sales opportunities
- structure customer follow-up activities
- apply commercial management best practices
Day 2
Managing sales and invoicing
- create professional quotations
- convert quotations into orders
- monitor sales progress
- create and manage invoices
- organise commercial follow-up
- use business information to drive decisions and growth
Training focused on your business
This training is based on practical scenarios inspired by the daily reality of small businesses, tradespeople, retailers and service providers.
The objective is not simply to learn Dolibarr, but to implement a simple and effective sales management process.
Teaching methods
- 100% hands-on training using a Dolibarr platform
- access to the training environment for one month after the course
- practical exercises and real-world scenarios
- PDF training materials provided
- personalised guidance from an experienced consultant
Assessment & certification
- continuous assessment through exercises and business cases
- certificate of completion
- three-month post-training follow-up
