Customer Relationship Management (CRM) Training in Sud-Vest

This instructor-led, live training in Sud-Vest (online or onsite) is designed for beginner to intermediate-level treasury and finance professionals seeking to reinforce their expertise, enhance report generation capabilities, and maximize the potential of Dynamics 365 for financial operations.

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

• Navigate and customize the Dynamics 365 Finance and Operations interface.
• Generate and analyze financial reports with efficiency.
• Manage treasury functions, such as cash flow and bank reconciliations.
• Enhance financial workflows to improve operational efficiency.

This instructor-led, live training in Sud-Vest (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to enhance their customer service operations using Dynamics 365 Customer Service.

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

• Understand the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Manage customer interactions and cases efficiently.
• Utilize analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Sud-Vest (online or onsite) is aimed at beginner to intermediate sales professionals who wish to use Salesforce to manage leads, opportunities, accounts, and customer interactions to increase deal closure rates and improve sales performance.

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

• Navigate the Salesforce Sales Cloud interface confidently.
• Manage leads, contacts, accounts, and opportunities.
• Use Salesforce tools to streamline workflows and track performance.
• Leverage reports and dashboards to gain insights into the sales pipeline.

This instructor-led live training in Sud-Vest (online or onsite) is designed for intermediate to advanced professionals aiming to optimize customer care operations via AI and automation, while providing their teams with the latest tools and strategies.

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

• Understand the latest trends in customer care and customer success.
• Leverage AI and automation to improve customer satisfaction and reduce workloads.
• Optimize sales workflows and customer engagement using advanced automation.
• Train teams remotely on modern tools and strategies for customer success and sales.
• Create scalable solutions to improve customer experiences and drive revenue growth.

This instructor-led, live training in Sud-Vest (online or onsite) targets participants at beginner to intermediate levels who seek a thorough understanding of Dynamics 365 Sales and how to leverage the platform to improve their sales operations.

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

• Comprehend the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Apply data and analytics to support sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led, live training in Sud-Vest (online or onsite) is designed for intermediate-level marketing analysts and professionals aiming to refresh and elevate their Pardot expertise, with a focus on advanced reporting, dashboard creation, and engagement strategies.

Upon completing this training, participants will be able to:

• Optimize Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programs.
• Lever Pardot’s dynamic content and custom redirects to improve campaign performance.

This guided, live training in Sud-Vest (online or in-person) is designed for beginner to intermediate participants who wish to apply the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved customer engagement.

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

• Understand the features and advantages of the Sales Insights module.
• Use AI-driven analytics to boost sales performance.
• Customize and configure the module to address specific business needs.
• Leverage insights for lead scoring, relationship health, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

This instructor-led live training in Sud-Vest (online or onsite) is tailored for beginner-level managers who wish to use Monday.com to manage and automate databases and workflows for multiple departments.

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

• Automate databases and workflows for multiple departments (sales, marketing, HR, etc.).
• Integrate WhatsApp using an external API to maintain communication with customers or internal teams.
• Manage statuses and workflows for any area and optimize operations using automation.
• Fully utilize Monday’s WorkManagement, CRM, and WorkForms modules for maximum efficiency.

This instructor-led, live training in Sud-Vest (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 Sud-Vest (online or onsite) is aimed at beginner-level sales professionals and administrators who wish to effectively use and manage Salesforce Sales Cloud and its administrative features.

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

• Navigate and utilize Salesforce Sales Cloud effectively.
• Manage leads, accounts, contacts, opportunities, and cases.
• Generate reports and dashboards for sales insights.
• Implement automation and workflow rules in Salesforce.
• Customize security settings and manage user access.
• Integrate Salesforce with Power BI, Tableau, and other tools for real-time data analysis.

This instructor-led live training in Sud-Vest (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 Sud-Vest (online or onsite) is aimed at beginner-level project managers who wish to use OpenText Exstream v16 to design, implement, and manage personalized customer communications effectively.

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

• Understand the architecture and components of OpenText Exstream v16.
• Learn to administer, operate, and deploy Exstream applications effectively.
• Design and create personalized customer communications with Exstream Design Manager.
• Navigate the OpenText Support Portal for resources, software, and ticket management.

This instructor-led, live training in Sud-Vest (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 live, instructor-led training session in Sud-Vest, delivered either online or on-site, is tailored for business analysts seeking to harness HubSpot’s tools to steer the product life cycle.

Once this training is complete, participants will be equipped to:

• Grasp the various stages of the product life cycle.
• Utilize HubSpot to refine and control product life cycle management.
• Identify appropriate business scenarios for implementing product life cycle strategies.

This instructor-led, live training in Sud-Vest (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 Sud-Vest (online or onsite) is designed for consultants aiming to acquire intermediate-level skills in managing PeopleSoft applications.

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

• Grasp PeopleSoft concepts and architecture.
• Configure and manage server domains.
• Trace, troubleshoot, and tune Peoplesoft system performance.

This instructor-led live training in Sud-Vest (online or onsite) is designed for intermediate-level marketing professionals who wish to acquire the skills and knowledge needed 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 Sud-Vest (online or onsite) is designed for business analysts looking to optimize marketing and sales processes using Microsoft Dynamics 365.

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

• Utilize various modules in Microsoft Dynamics 365 to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure various common data models such as records, segment charts, and others.
• Automate processes with Microsoft Flow integration.

This instructor-led live training in Sud-Vest (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 Sud-Vest (online or onsite) is designed for intermediate-level customer experience analysts and marketing operations professionals who wish to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to connect and unify data sources, create segments and metrics, build and publish journeys, and monitor and troubleshoot results.

In this instructor-led live training in Sud-Vest (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 Sud-Vest (online or onsite) is aimed at infrastructure engineers, system administrators, and security and support staff who wish to deploy, secure, integrate, administer, and support Odoo 18 Community Edition in production on-premise environments.

This instructor-led, live training in Sud-Vest (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 Sud-Vest (online or on-site) is directed at web developers who wish to develop 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.
• Create and use REST and SOAP web services using Apex.

This instructor-led, live training in Sud-Vest (online or onsite) is designed for marketing professionals, sales staff, and customer service representatives who wish to configure, manage, and monitor Salesforce and its capabilities to better serve their customers.

Upon completing this training, participants will be able to:

• Configure their Salesforce account to manage profiles, track activities, customize views and layouts, and personalize settings.
• Utilize Salesforce features and tools to attract, acquire, and service both existing and potential customers.
• Generate reports and dashboards to produce actionable analytics and business insights.

This instructor-led, live training in Sud-Vest (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.

Learning Objectives:
After successfully completing this course, learners will be equipped to:

• Oversee and sustain high-level data integrity within Salesforce
  
• Design and optimize automated workflows using Process Builder, Flow, and Workflow Rules
  
• Implement advanced security configurations and sharing models
  
• Develop intricate reports and dashboards to derive actionable, data-driven insights
  
• Diagnose frequent challenges and apply optimization best practices for peak performance

Delivery Format:
Instructor-led sessions featuring practical labs, collaborative group discussions, and hands-on exercises.