Search
Digitalization & Startup Tools: ERP, CRM, Essential Automations

Digitalization & Startup Tools: ERP, CRM, Essential Automations

A modern startup is born digital. While others waste their days in scattered spreadsheets, forgotten follow-ups, and duplicate data entry, you build from day one a company that drives its sales, purchasing, inventory, cash flow, and customers from a single source of truth. This training teaches you to equip your project with the tools that make the difference — ERP, CRM, collaborative spaces, and automations — to move fast, error-free, with a lean team but vastly amplified execution capacity.

The approach is hands-on and field-oriented. You start by mapping your processes and choosing your tools, then you set up your ERP to centralize sales, purchasing, inventory, and accounting; you then deploy your CRM to capture every prospect, track your opportunities, and automate your follow-ups all the way to signing. You structure team coordination with a shared calendar, a task manager, and the cloud, before moving on to the real accelerator: automations — triggered emails, lead scoring, quote and invoice generation, real-time dashboards — that keep the machine running while you focus on growth.

By the end of the program, you walk away with an operational digital foundation: an ERP and a CRM configured to your real needs, your first automations up and running, and dashboards that show you the state of your business at a glance. You will have understood how each building block fits together, how to avoid the classic pitfalls of digitalization, and how to scale your infrastructure at the pace of your growth. Going digital from day one gives your startup a head start that even established companies don't have.

Plus: the BSF Startup Lab advantage

BSF Startup Lab gives high-potential projects professional-grade technology infrastructure — a rare advantage for a young company:

ERP configured for free — for projects selected into the program, your ERP is installed and configured at no cost, ready to run.

Equity investment — Startup Lab may take a stake in your company in exchange for the technology setup and initial support.

Startup support — support that secures your first months and helps you avoid the missteps that cost dearly at launch.

Program — 12 sessions of 1 hour

A hands-on path to digitalize your startup block by block: we scope your needs, install the ERP, deploy the CRM, then automate and steer. With each session, you walk away with part of your digital foundation actually in place.

Module 1 — Scope & choose your tools (sessions 1-3)

1. Why go digital from the start — the concrete gains (time, reliability, customer experience), the classic pitfalls, and the vision of a data-driven startup.

2. Map your processes — describe your sales, purchasing, inventory, and operations flows to know exactly what your tools will need to handle.

3. Choose your stack & your data — select the ERP, CRM, and collaborative tools suited to your size, and organize your data to avoid duplication.

Module 2 — The ERP, the heart of operations (sessions 4-6)

4. Install & configure your ERP — initial setup: company, users, permissions, product catalog, and core customers.

5. Sales, purchasing & inventory — quotes, orders, invoices, receipts, and inventory tracking in a single, reliable flow.

6. Accounting & cash flow — connect operations to accounting, track collections and expenses, and keep your cash flow under control.

Module 3 — The CRM, the engine of customer relationships (sessions 7-9)

7. Set up your CRM — centralize contacts and prospects, structure your records, and connect the CRM to the ERP.

8. Drive the sales pipeline — track opportunities stage by stage, qualify leads, and never lose a deal in progress again.

9. Automate follow-ups & conversion — email sequences, follow-up reminders, and scenarios that turn a prospect into a customer.

Module 4 — Collaborate, automate & steer (sessions 10-12)

10. Collaborative tools — shared calendar, task manager, and cloud spaces to coordinate the team and partners.

11. Essential automations — triggered emails, lead tracking, document generation, and connections between tools to do more with less.

12. Dashboards & steering — build your key indicators and read your business at a glance to decide fast and well.

Contact Back to home Explore all courses

Reactions & comments

Digitalisation & Outils Startup : ERP, CRM, automatisations essentielles

Digitalisation & Outils Startup : ERP, CRM, automatisations essentielles
🔗 bsf-tunisie.com

No comments yet.

Log in to comment.