Whether delivered online or onsite, instructor-led live CRM (Customer Relationship Management) training courses use interactive discussions and practical exercises to illustrate the core principles and applications of Customer Relationship Management.
CRM training is offered in two formats: "online live training" and "onsite live training." Online live training (also known as "remote live training") is conducted via an interactive remote desktop. Onsite live training can be provided at customer locations in Transylvania or at NobleProg's corporate training centers in Transylvania.
NobleProg -- Your Local Training Provider
Brasov, Calea Bucuresti Street
NobleProg Brasov, 13 Calea Bucuresti Street Sacele, Brasov, romania, 505600
The hotel is situated at the city entrance, being the best conference and training location in Brasov. Three conference rooms can accommodate up to 170 guests and can be modified for the company needs. These training rooms are equipped with the all necessities of a good conference or training.
Salile de training sunt situate central în Sibiu, pe principalul bulevard. Clădirea hotelului care le gazduieste este de factură clasicistă si reprezinta un punct de referinta arhitecturala a orasului.
Turnul Sfatului, Galeria de Arta Contemporana, sau parcurile Corneliu Coposu si Astra se află în imediata apropiere.
Pentru a ajunge aici de la gara, puteti merge pe jos 20min sau cu autobuzul 5 circa 10min
Locuri de parcare găsiți în parcarea supravegheata, sau pe străzile alăturate.
Cluj-Napoca, Pitești Street
NobleProg Cluj-Napoca, Strada Pitești 19, Cluj-Napoca, romania, 400124
ClujHUB has more rooms for events and training sessions, which can host from 4 to 80 people. These areas can be setup up to fit the companies need. The location is great, 10 minutes walk from the historical city center.
Microsoft Dynamics 365 Finance & Operations provides a robust development environment designed for customizing ERP functionality and facilitating integration with external systems.
This instructor-led live training, available both online and onsite, targets intermediate to advanced developers and technical support professionals seeking to develop, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.
Upon completion of this course, participants will be capable of:
Configuring a development environment using Visual Studio and X++.
Developing forms, classes, tables, and workflows specific to F&O.
Implementing business logic through events, permissions, and validation rules.
Creating custom reports and extending existing functionalities.
Integrating external services utilizing REST APIs and OData.
Conducting testing, debugging, and performance optimization within the F&O environment.
Managing data migrations and ongoing system updates.
Course Format
Interactive lectures and discussions.
Extensive exercises and practical practice.
Hands-on implementation in a live laboratory environment.
Customization Options
To request a tailored training session for this course, please contact us to make arrangements.
Microsoft Dynamics 365 Finance & Operations is a robust enterprise-grade ERP platform designed to manage global financials, supply chain operations, and logistics.
This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level ERP users and internal support teams who need to understand the functional capabilities of Microsoft Dynamics 365 F&O in the Finance and Supply Chain modules.
By the end of this training, participants will be able to:
Navigate and configure core Finance and SCM functionalities.
Manage vendor, customer, and tax information within the system.
Create and track purchase orders, invoices, and payments.
Operate inventory and logistics workflows through the platform.
Understand key process flows in procurement and accounting.
Support business users through functional configuration and error handling.
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.
Microsoft Dynamics 365 Customer Service offers a robust solution for overseeing customer support, service operations, and omnichannel engagement.
This instructor-led, live training (available online or onsite) targets intermediate-level users looking to implement and configure customer service solutions utilizing Dynamics 365 Customer Service.
Upon completion of this training, participants will be equipped to:
Configure and manage case automation, queues, and routing logic.
Implement omnichannel tools such as chat, SMS, and agent workspace.
Create personalized customer experiences using surveys and analytics.
Integrate AI assistants and IoT devices for proactive support scenarios.
Course Format
Interactive lecture and discussion.
Extensive 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.
Salesforce stands as a premier CRM platform designed to monitor, enhance, and expand sales performance.
This instructor-led training, available both online and onsite, is tailored for intermediate sales professionals seeking to elevate their performance through contemporary, high-impact sales strategies backed by Salesforce.
After completing this program, participants will be equipped to:
Implement modern cold-calling strategies that drive greater engagement.
Utilize proven scripts to boost conversion rates.
Establish rapport swiftly using psychological and interpersonal connection techniques.
Harness Salesforce to monitor activities and expedite outcomes.
Course Format
Live demonstrations accompanied by guided discussions.
Practical exercises grounded in real-world sales scenarios.
Interactive activities conducted within a live Salesforce environment.
Customization Options
Examples, scenarios, and exercises can be customized upon request.
Microsoft Dynamics 365 Business Central (BC) serves as a contemporary ERP solution designed to support comprehensive business operations, including detailed warehouse and inventory management. Leveraging enhanced integration capabilities and specialized add-ons like Warehouse Insight, BC facilitates efficient warehouse operations, license plating, and operational automation throughout the enterprise.
This instructor-led, live training (available online or onsite) is tailored for intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimize warehouse management within Dynamics 365 Business Central. The course emphasizes best practices, the use of mobile devices, and robust quality integration workflows.
By the conclusion of this training, participants will be able to:
Configure and manage warehouse operations within Dynamics 365 Business Central.
Leverage Warehouse Insight for real-time, mobile-driven execution of warehouse tasks.
Implement license plating and traceability mechanisms to strengthen inventory control.
Integrate equipment calibration, test requests, and quality control processes into ERP workflows.
Course Format
Interactive lectures and discussions.
Extensive exercises and practical application.
Hands-on implementation in a live-lab environment.
Course Customization Options
To request customized training for this course, please contact us to arrange.
Salesforce stands as a premier cloud-based CRM platform, empowering organizations to manage customer relationships, automate critical workflows, and enhance team collaboration. This practical, hands-on course explores core configuration techniques, object and application design, automation via workflows and Process Builder/Flow, and productivity-enhancing features designed to help teams work more efficiently.
Delivered as an instructor-led live training session (available online or onsite), this program is tailored for beginner to intermediate-level administrators, business users, and team leads who aim to configure Salesforce, streamline common processes, and boost overall user productivity.
Upon completing this training, participants will be equipped to:
Configure objects, fields, page layouts, and record types to accurately model business data.
Design and construct Lightning apps and pages using the Lightning App Builder.
Develop automation solutions using Flow and process automation tools to optimize tasks.
Leverage productivity and collaboration features, including Lightning Experience, Chatter, and various productivity integrations.
Construct foundational reports and dashboards to highlight key performance metrics.
Course Format
Interactive lectures and live demonstrations.
Guided, hands-on exercises conducted within a sandbox org.
Real-world scenarios accompanied by a concise capstone lab.
Course Customization Options
To request a tailored version focusing on Sales Cloud, Service Cloud, or custom objects, please contact us for arrangements.
This instructor-led, live training in Transylvania (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.
Salesforce serves as a robust cloud platform that facilitates the entire insurance lifecycle—spanning from quoting and sales to claims management and policy administration.
This instructor-led, live training (available online or onsite) is designed for intermediate-level professionals in the insurance and leasing sectors who aim to configure, extend, and optimize Salesforce to manage product offerings, automate claims, and oversee full policy lifecycles.
Upon completion of this training, participants will be equipped to:
Configure Salesforce for quoting and pricing insurance products.
Manage post-sales activities, including claims, event registration, and payment automation.
Model insurance products and administer policies throughout their entire lifecycle.
Adapt Salesforce to address regulatory and operational requirements within the insurance and leasing industries.
Course Format
Interactive lectures and discussions.
Hands-on practice with Salesforce Insurance tools and configurations.
Guided exercises focusing on product creation, claims workflows, and policy automation.
Course Customization Options
To request customized training tailored to your specific insurance or leasing products, please contact us to make arrangements.
This instructor-led, live training in Transylvania (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 Transylvania (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.
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 Transylvania (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 Transylvania (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 Transylvania (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 Transylvania (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 Transylvania (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 Transylvania (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 Transylvania (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 Transylvania (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 Transylvania (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 Transylvania (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.
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.
This instructor-led live training in Transylvania (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.
This instructor-led, live training in Transylvania (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 Transylvania (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 Transylvania (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.
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.
This instructor-led, live training in Transylvania (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 Transylvania (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.
This instructor-led, live training in Transylvania (online or onsite) is designed for intermediate-level customer experience analysts and marketing operations professionals who aim 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 measures, build and publish journeys, and monitor and troubleshoot results.
In this instructor-led live training in Transylvania (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:
This instructor-led, live training in Transylvania (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 Transylvania (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 Transylvania (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 Transylvania (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.
Veeva Vault is a cloud-based content management platform and suite of applications aimed at life sciences companies.
This instructor-led, live training in Transylvania (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.
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Testimonials (7)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
Applicable topics and he spoke clearly and concisely.
Brandon - Aptus Court Reporting LLC
Course - Zoho CRM: Administration, Customization, and Operations
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
The training course was well-prepared and effectively delivered. Mercede was extremely knowledgeable about the subject and consistently ensured we understood each module covered
Denise - Derrycourt Cleaning Specialists
Course - Salesforce Lightning
Opportunities to work at our pace, answered lots of questions, pleasant trainer
- Chester Beatty
Course - HubSpot CRM
the fact that it has folded our needs
mihaela
Course - Odoo for Managers
Exercises, and the fact that the trainer was able to answer all my questions.
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