Customer Relationship Management (CRM) Training Course

This instructor-led, live training in Macao (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.

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

This instructor-led, live training in Macao (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 Macao (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 Macao (online or onsite) is aimed at intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored for various Salesforce marketing campaigns.

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

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that are optimized for performance across various devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalized email experiences.
• Test, deploy, and analyze email campaigns within Salesforce, including the use of analytics to inform decisions and optimize future campaigns for better performance and higher engagement.

This instructor-led, live training in Macao (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.

This instructor-led, live training in Macao (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 Macao (online or onsite) is aimed at intermediate-level marketing professionals who wish to gain the skills and knowledge required to effectively use Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

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

• Understand the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn how to create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and utilize data for targeted marketing efforts.

This instructor-led, live training in Macao (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 Macao (online or onsite) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.

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

• Gain a comprehensive understanding of Dynamics 365.
• Set up, configure, and manage various components of Dynamics 365.
• Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities.
• Manage migrations and updates within Dynamics 365.

This instructor-led, live training in Macao (online or onsite) is aimed at beginner-level to intermediate-level IT professionals who wish to learn how to use Microsoft Dynamics 365 Customer Insights to create and manage marketing campaigns, optimize customer experiences, and deliver marketing insights. It is aligned to the MB-220 Exam, which is the certification exam for Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant.

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

• Understand the core concepts and benefits of Microsoft Dynamics 365 Customer Insights.
• Unify, enrich, and analyze customer data using Customer Insights.
• Create and manage segments, lists, forms, pages, leads, contacts, accounts, email messages, customer journeys, events, webinars, and surveys.
• Integrate Customer Insights with other applications and services.
• Monitor and optimize marketing performance and customer satisfaction.

This instructor-led, live training in Macao (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 Macao (online or onsite) is aimed at business analysts who wish to utilize HubSpot services to manage a product life cycle.

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

• Understand the stages of a product life cycle.
• Use HubSpot to optimize and manage a product life cycle.
• Know when to use the product life cycle in businesses.

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.

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.