Customer Relationship Management (CRM) Training Courses

This instructor-led, live training in the UK (online or onsite) is aimed at production managers and consultants who wish to use the cross-application customizing functions in SAP S/4 HANA Sales.

By the end of this training, participants will be able to:

- Understand the complex relationships in mapping organizational structures.
- Configure special functions and output control in SAP S/4HANA Sales.
- Learn and understand the cross-functional configuration in mapping business requirements in SAP S/4HANA Sales.

This instructor-led, live training in the UK (online or onsite) is aimed at system administrators, data consultants, and developers who wish to use SAP Information Lifecycle Management (ILM) and data archiving components to manage the full data lifecycle in a structured and automated way.

By the end of this training, participants will be able to:

- Understand archiving objects and programs.
- Create ILM-objects and customer-specific archiving objects.
- Understand data destruction objects and programs.
- Create customer-specific data destruction objects.

This instructor-led, live training in the UK (online or onsite) is aimed at system administrators, data consultants, and developers who wish to understand the data archiving concept and implement and data archiving project.

By the end of this training, participants will be able to:

- Have a better understanding of the SAP archiving concept and functionality.
- Plan and implement a data archiving project.

This instructor-led, live training in the UK (online or onsite) is aimed at production planners and anyone who wishes to use SAP S/4 HANA for production and procurement planning.

By the end of this training, participants will be able to:

- Understand the supply chain production planning in SAP S/4 HANA.
- Utilize SAP S/4 HANA production planning functionalities.

This instructor-led, live training in the UK (online or onsite) is aimed at application consultants, business process owners, and project managers who wish to utilize the advanced configuration of SAP IBP for supply chain management.

By the end of this training, participants will be able to:

- Understand the SAP IBP architecture and applications.
- Utilize configuration and complex operations on planning areas, key figures, and attributes.
- Use the advanced configuration functions and features of SAP IBP.

Salesforce CPQ (formerly Steelbrick CPQ) is a highly configurable “Quote-to-Cash” application built on top of the Salesforce platform and is used for efficiently generating and delivering quotes, contracts and invoices to customers.

In this instructor-led, live training, participants will learn the architecture, design and operational features that make up Salesforce CPQ as they step through the set up, configuration and maintenance of a sample Salesforce CPQ installation.

Audience

- Beginning administrators
- Consultants
- Sales OPS
- IT managers
- Power users

Format of the course

- Part lecture, part discussion, exercises and heavy hands-on practice

Odoo is an all-in-one enterprise management software that forms a full suite of solutions for various business applications including CRM, e-commerce, billing, accounting, manufacturing, warehouse and project management, and inventory.

In this instructor-led, live training, participants will learn how to use Odoo and start developing in Odoo for their organizations.

By the end of this training, participants will be able to:

- Install and configure Odoo
- Understand the fundamentals of Odoo
- Create their own Odoo module
- Integrate third party tools to Odoo
- Maximize the usage of Odoo's features

Audience

- Developers
- IT professionals

Format of the course

- Part lecture, part discussion, exercises and heavy hands-on practice

Note

- To request a customized training for this course, please contact us to arrange.

Course Aims

This Customer Relationship Management (CRM) course is designed for those in a sales or business development role to improve existing customer service skills and develop new techniques to enhance customers' experience.

Course Objectives:

At the end of this course you will be able to:

- Enhance existing customer service skills and develop new techniques to improve your customers’ experience
- Understand your own impact on customers and identify ways to improve it
- Understand the characteristics of ‘The Likeable Organisation’ and apply them
- Utilise a ‘toolkit’ that will enable you to build customer relationships
- Measure the importance of CRM for business success
- Identify how effective CRM will improve business performance

Learning Outcomes

At the end of this course you will:

- Have an action plan to implement on your return to work, enabling you to apply your learning with immediate effect and improve your performance in managing customer relationships
- Assess your own impact on customers and will have identified ways to improve it
- Have a “toolkit” that will facilitate the building of effective customer relationships, where the customer views you as a strategic partner
- Be able to identify how effective CRM will improve business performance

This instructor-led, live training in the UK is aimed at system administrators who wish to install, configure, and manage an Odoo system.

By the end of this training, participants will be able to:

- Install, configure, and manage Odoo.
- Understand the fundamentals of Odoo.
- Create their own Odoo modules.
- Integrate third party tools with Odoo.
- Maximize the usage of Odoo's features.

This instructor-led, live training in the UK (online or onsite) is aimed at end-users who wish to use Odoo to enhance their business operations.

By the end of this training, participants will be able to:

- Understand how to implement an Odoo CRM system within their own organization.
- Plan, analyze and map business functions and processes to Odoo features.
- Integrate Odoo with other third-party tools and applications.

Zoho CRM is a SaaS-based Customer Relationship Management (CRM) system for tracking sales, managing contacts, conducting marketing activities, and engaging customers.

In this instructor-led, live training (onsite or remote), participants will learn how to set up and manage a Zoho CRM system.

By the end of this training, participants will be able to:

- Set up, configure and run their organization's account efficiently
- Manage users and automate sales processes
- Customize CRM solutions and secure customer data

Audience

- System administrators

Format of the Course

- Interactive lecture and discussion
- Lots of exercises and practice
- Hands-on implementation in a live-lab environment

Course Customization Options

- To request a customized training for this course, please contact us to arrange.

Zoho Creator is a SaaS-based platform for creating enterprise-class applications that run on any device.

In this instructor-led, live training (onsite or remote), participants will learn how to build a custom application fast using Zoho Creator.

By the end of this training, participants will be able to:

- Set up, configure and run their Zoho Creator account efficiently
- Create forms and dashboards
- Define workflows and business rules
- Automate recurring actions and build informative pages

Audience

- Developers
- Business managers

Format of the course

- Interactive lecture and discussion
- Lots of exercises and practice
- Hands-on implementation in a live-lab environment

Course Customization Options

- To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in the UK (online or onsite) is aimed at marketers who wish to create and optimize a sales and marketing process with HubSpot CRM.

By the end of this training, participants will be able to:

- Use HubSpot meeting tools to schedule meetings.
- Optimize business operations with HubSpot CRM.
- Create full-featured dashboards and reports for data analysis.
- Automate the sales and marketing workflow.

This instructor-led, live training in the UK (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365.

By the end of this training, participants will be able to:

- Use the different modules in Microsoft Dynamics 365 to manage process flows.
- Integrate the Power Platform into Microsoft Dynamics 365.
- Structure different common data models such as records, segment charts, and more.
- Automate processes with Microsoft Flow integration.

This instructor-led, live training in the UK (online or onsite) is aimed at web developers who wish to create real time applications using Salesforce Development.

By the end of this training, participants will be able to:

- Build a real time application using the Apex programming language.
- Create test classes with Apex to increase code coverage in Salesforce.
- Ceate and use REST and SOAP web services using Apex.

This instructor-led, live training in the UK (online or onsite) is aimed at administrators who wish to use Salesforce Lightning to create web applications.

By the end of this training, participants will be able to:

- Build responsive applications with Salesforce Lightning.
- Develop applications with little to no code.
- Create a lightning application from scratch.

This instructor-led, live training in the UK (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to use set up, manage, and monitor Salesforce and its capabilities to serve their customers better.

By the end of this training, participants will be able to:

- Set up their Salesforce account to manage profile, track activities, customize views and layout, and personalize settings.
- Use Salesforce features and tools to attract, attain, and service existing and potential customers.
- Create reports and dashboards to generate useful analytics and insights for the business.

Veeva Vault is a cloud-based content management platform and suite of applications aimed at life sciences companies.

This instructor-led, live training in the UK (online or onsite) is aimed at end-users who wish to use Veeva Vault to better manage life science documents and data.

By the end of this training, participants will be able to manage documents, track product information, and collaborate with other team members.

This instructor-led, live training in the UK (online or onsite) is aimed at persons who wish to use Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience across multiple channels.

By the end of this training, participants will be able to:

- Personalize customer interactions using Veeva CRM.
- Plan and execute enterprise events using Veeva Digital Events.
- Align sales territories using Veeva Align.