Researck Developer Community
Sales & Marketing Automation Workshop 2025
Unlock the full potential of ERPNext’s sales and marketing modules to convert leads faster and manage customer relationships effectively.
NOV 10, 2025
Location: Indore, India
Introductory Paragraph
Designed for sales leaders, marketing strategists, and business owners, this workshop explores how ERPNext transforms the way organizations manage customers and revenue pipelines. Learn how digital tools can automate repetitive tasks, improve collaboration between marketing and sales teams, and enhance customer experiences. This session will dive deep into CRM automation, lead scoring, and predictive sales forecasting—helping teams move from reactive management to proactive engagement. Whether you handle B2B or B2C operations, discover how ERPNext empowers you to build stronger relationships and drive growth with data-backed decision-making.
ERP-Driven Marketing & Sales
ERPNext unifies marketing campaigns, lead generation, and sales operations under one intelligent system. It helps businesses automate email campaigns, track customer interactions, manage opportunities, and analyze conversion data—all within a single dashboard. Marketing teams can measure ROI in real time, while sales teams get access to actionable insights that guide follow-ups and deal prioritization. The integration between CRM, accounting, and inventory ensures that every sales decision aligns with real business metrics. With customizable pipelines and real-time analytics, ERPNext enables complete visibility and control over your sales process from prospecting to post-sale support.
Hands-on Experience
In this immersive session, participants will gain hands-on experience using ERPNext’s Sales and CRM modules through guided demos and live exercises. Learn how to design personalized customer journeys, automate lead nurturing workflows, and set up campaign tracking to measure performance across teams. You’ll explore real-time dashboards that visualize sales trends, track deal progress, and forecast revenue. Practical use cases will demonstrate how organizations use ERPNext to increase lead-to-conversion rates, reduce manual reporting, and build a more collaborative and efficient sales ecosystem.
Why Attend?
Sales and marketing automation is essential for businesses looking to scale efficiently and stay competitive in the digital era. This workshop is perfect for sales professionals, marketers, and CRM administrators eager to optimize their workflows and leverage data for growth. By attending, you’ll gain practical insights into implementing ERPNext CRM modules, building smarter sales funnels, and creating customer-centric marketing strategies. Discover how ERPNext can help your business reduce manual work, improve lead management accuracy, and achieve measurable increases in productivity and conversion rates.
Session: Automating Sales & CRM Pipelines | November 12
DESCRIPTION
- •Managing leads, deals, and opportunities
- •Creating automated marketing workflows
- •Sales forecasting using ERPNext analytics
- •CRM best practices for better engagement