Customer Relationship Management (CRM) Training Courses

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

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.

This instructor-led, live training (onsite or remote) 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 to Odoo.
- Maximize the usage of Odoo's features.

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.
- To learn more about Odoo, please visit: https://www.odoo.com

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

In this instructor-led, live training in the UK, participants will learn the fundamentals of SAP ASE (SAP Adaptive Server Enterprise) Database Administration as they step through the creation and deployment of a sample SAP ASE Database System.

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

- Install and configure SAP ASE for data storage as well as transactional operations.
- Understand and use SAP ASE components, tools, and utilities.
- Integrate SAP ASE with non-SAP ASE applications.

This instructor-led, live training in the UK (onsite or remote) is aimed at end users who wish to use SAP to improve their business processes in the areas of accounting, sales, production, human resources and finance.

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

- Understand the concepts behind Enterprise Resource Planning.
- Understand and apply SAP's most important modules.
- Unify and streamline business processes within a single integrated environment.
- Generate and export useful reports.

This instructor-led, live training in the UK (onsite or remote) is aimed at SAP power users who wish to learn the consulting skills to implement and configure SAP FICO within an organization.

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

- Install SAP FICO and related sub-modules.
- Gather business requirements and define an organization's structure.
- Configure SAP FI and CO modules to manage the financial transactions within an organization.
- Improve an organization's processes and uncover opportunities for optimizing workflow and reducing costs.

This instructor-led, live training in the UK (onsite or remote) is aimed at data analysts who wish to use SAP HANA to capture data from diverse data sources for fast and processing and analysis.

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

- Understand SAP Hana in-memory database to accelerate data access
- Model data in an SAP Hana database.
- Carry out real-time analytics on large amounts of continuously changing data.

SAP Human Capital Management (HCM) is one of the main SAP modules and is used to organize and manage human resource processes within an enterprise.

This instructor-led, live training (onsite or remote) is aimed at persons who wish to implement and configure SAP HCM Core Modules based on their organization's business requirements as well as on SAP Best Practices.

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

- Install SAP HCM and related modules.
- Gather business requirements and define appropriate HCM structures.
- Configure SAP HCM modules.

Format of the Course

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

Course Customization Options

- This course is NOT aimed at the SAP HCM Certification exam. It is practical in nature and is designed to get users up and running quickly with SAP to begin applying to organizational problems.
- To request a customized training for this course, please contact us to arrange.

This instructor-led, live training (onsite or remote) is aimed at end users with no previous SAP experience and focuses on understanding and operating SAP's Sales Order Processing and Supply Chain Management modules.

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

- Understand the concepts behind two of SAP's most popular modules: Sales Order Processing and Supply Chain Management.
- Use SAP to unify and streamline the Sales Order Process.
- Understand and apply SAP's Supply Chain Management module to logistic operations within an organization.
- Generate and export reports that can be used to gain valuable insights into a company's operations.

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 (onsite or remote) is aimed at SAP power users and consultants who wish to create, deploy and manage software robots to automate repetitive human tasks in SAP.

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

- Install and configure UIPath on both the server and client.
- Identify tasks that are suitable for automation with software robots.
- Understand how UIPath differs from other automation tools.
- Test and deploy UIPath software robots to automate tedious and time-consuming tasks in SAP.

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.

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.