Customer Relationship Management (CRM) Training Course

Odoo is a robust open-source ERP framework, engineered with Python and JavaScript, that provides a modular architecture for constructing sophisticated business applications.

This instructor-led live training, available both online and onsite, is designed for intermediate to advanced developers aiming to master Odoo's backend and frontend frameworks. Key areas of focus include Python ORM customization, OWL (Odoo Web Library) development, and optimizing modules for Barcode and POS systems.

Upon completing this training, participants will be equipped to:

• Create advanced Odoo modules utilizing Python, XML, and JavaScript.
• Customize and extend Odoo's backend models, views, and controllers.
• Construct and enhance frontend components using OWL, specifically for POS and Barcode modules.
• Securely integrate APIs and third-party systems with Odoo.
• Debug, test, and deploy Odoo modules adhering to industry best practices.

Course Format

• Interactive lectures paired with group discussions.
• Live coding demonstrations alongside guided exercises.
• Practical module development within a live Odoo environment.

Customization Options

• For those seeking a tailored training experience, please reach out to us to arrange specific requirements.

This instructor-led live training in Romania (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 Romania (online or on-site) is designed for business analysts who aim to use HubSpot services to manage a product life cycle.

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

• Comprehend the various stages of a product life cycle.
• Leverage HubSpot to optimize and control the product life cycle.
• Determine the appropriate times to apply the product life cycle within businesses.

In this instructor-led live training in Romania (online or onsite), 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.

This instructor-led, live training in Romania (online or onsite) is aimed at intermediate-level accountants who wish to optimize their accounting processes using the features of the Odoo accounting module.

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

• Learn the accounts payable and receivable management features, including automation, customization, and optimization within Odoo.
• Utilize Odoo's advanced reporting tools to create custom financial reports, dashboards, and analyses that support strategic decision-making.
• Configure and manage multiple tax rates, jurisdictions, and budgetary controls effectively within Odoo.
• Develop best practices for managing sensitive financial data, setting up user permissions, and adhering to audit requirements.

This instructor-led, live training in Romania 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 Romania (online or onsite) is designed for intermediate-level participants seeking to understand the configuration, management, and customization of Odoo modules to support business operations.

Upon completion of this training, participants will be able to:

• Configure and tailor the Project and Planning modules to streamline task and resource management.
• Set up and oversee Sales and Accounting modules, including the Analytics Accounting Plan, to improve financial tracking and reporting capabilities.
• Administer the Employee and Contact modules to enhance HR and CRM processes.
• Utilize the Settings module to implement system-wide customizations and integrations.
• Optimize Odoo’s functionality to align with organizational requirements.

This instructor-led, live training in Romania (online or onsite) is aimed at intermediate-level professionals who wish to implement and manage the Odoo Inventory module efficiently across a central warehouse and multiple secondary locations, with strong emphasis on traceability and scalability.

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

• Configure and manage a multi-location warehouse structure in Odoo.
• Track internal product movements and optimize transfers between warehouses.
• Record and trace purchase orders through reception and distribution.
• Enable and manage serial number and lot-based traceability.
• Design a scalable and well-organized inventory system aligned with best practices.

This instructor-led, live training in Romania (online or onsite) is designed for end-users looking to leverage Odoo to optimize their business operations.

Upon completion of this training, participants will be able to:

• Implement an Odoo CRM system within their organization.
• Plan, analyze, and align business functions and processes with Odoo features.
• Integrate Odoo with third-party tools and applications.

This instructor-led, live training in Romania (online or onsite) is designed for individuals who want to leverage Veeva Commercial Cloud Engagement applications to deliver personalized customer experiences across multiple channels.

Upon completing 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 Romania (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.

Zoho Creator represents a SaaS platform designed for the development of enterprise-grade applications accessible across all devices.

Through this instructor-led live training, available in either onsite or remote formats, attendees will acquire the skills necessary to rapidly develop custom applications using Zoho Creator.

Upon completing this training, participants will be capable of:

• Effectively establishing, configuring, and utilizing their Zoho Creator account
• Designing forms and dashboards
• Establishing workflows and business rules
• Automating repetitive tasks and generating insightful pages

Target Audience

• Developers
• Business managers

Course Format

• Engaging lectures combined with discussions
• Extensive exercises and practical application
• Practical implementation within a live-lab setting

Options for Customizing the Course

• To inquire about customized training for this course, please reach out to us for arrangements.

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 Desk is a cloud-based helpdesk platform designed to streamline customer service operations through automation, omnichannel support, ticket tracking, and performance analytics.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level users who wish to effectively configure, manage, and optimize Zoho Desk to support customer service workflows.

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

• Configure and customize the Zoho Desk environment for their team.
• Manage tickets, SLAs, and workflows across multiple support channels.
• Create insightful reports and dashboards to track service performance.
• Implement best practices for automation, change control, and collaboration.

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 widely adopted cloud-based platform used to manage customer relationships, automate sales processes, and analyze business performance.

This instructor-led, live training (online or onsite) is aimed at intermediate-level users and administrators who wish to improve their proficiency in managing data, reporting, customization, and system control within Zoho CRM.

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

• Design and tailor reports and dashboards to facilitate actionable analysis.
• Apply best practices for change control, including audit trails and configuration management.
• Configure modules, workflows, and user roles to align with business processes.
• Monitor system usage, automate tasks, and enhance CRM usability and governance.

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.