Customer Relationship Management (CRM) Training in Sharjah

Microsoft Dynamics 365 Finance & Operations provides a robust development environment designed for customizing ERP functionality and facilitating integration with external systems.

Delivered as an instructor-led live training session (available online or onsite), this course targets intermediate to advanced developers and technical support professionals aiming to build, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

Upon completion of this training, participants will be capable of:

• Configuring a development environment utilizing Visual Studio and X++.
• Developing forms, classes, tables, and workflows within F&O.
• Implementing business logic through events, permissions, and validations.
• Creating custom reports and extending existing functionalities.
• Integrating external services via 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 sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To arrange a customized training version of this course, please contact us directly.

Microsoft Dynamics 365 Finance & Operations serves as a robust enterprise-grade ERP platform, engineered to oversee global financial management, supply chain operations, and logistics.

This instructor-led live training, available both online and onsite, targets intermediate to advanced ERP users and internal support teams who seek a deep understanding of the functional capabilities within the Finance and Supply Chain modules of Microsoft Dynamics 365 F&O.

Upon completion of this training, participants will be equipped 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) is designed for intermediate-level users aiming to implement and configure customer service solutions within Dynamics 365 Customer Service.

Upon completing this training, participants will be equipped to:

• Configure and manage case automation, queues, and routing logic.
• Implement omnichannel tools including chat, SMS, and the agent workspace.
• Develop personalized customer experiences through surveys and analytics.
• Integrate AI assistants and IoT devices for proactive support scenarios.

Course Format

• Interactive lectures and discussions.
• Ample exercises and practical sessions.
• Hands-on implementation in a live-lab environment.

Customization Options

• For customized training on this course, please contact us to arrange details.

Salesforce stands as a premier CRM platform designed to help businesses monitor, optimize, and scale their sales performance.

This instructor-led training, available both online and onsite, is tailored for intermediate-level sales professionals looking to enhance their selling capabilities through modern, high-impact techniques supported by Salesforce.

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

• Implement contemporary cold-calling strategies to boost client engagement.
• Utilize proven scripts to drive higher conversion rates.
• Establish rapport swiftly using psychological and human-connection techniques.
• Leverage Salesforce to monitor activities and expedite results.

Course Format

• Live demonstrations coupled with guided discussions.
• Hands-on practice using real-world sales scenarios.
• Interactive exercises conducted within a live Salesforce environment.

Customization Options

• Examples, scenarios, and exercises can be customized to meet specific requirements.

Microsoft Dynamics 365 Business Central (BC) serves as a contemporary ERP solution designed to support comprehensive business operations, including advanced warehouse and inventory management. Through robust integration capabilities and specialized add-ons such as Warehouse Insight, Business Central facilitates efficient warehouse activities, 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 aiming to implement or optimize warehouse management within Dynamics 365 Business Central. The course focuses on best practices, the utilization of mobile devices, and high-quality integration workflows.

Upon completing this training, participants will be able to:

• Configure and manage warehouse operations within Dynamics 365 Business Central.
• Leverage Warehouse Insight for real-time mobile execution of warehouse tasks.
• Deploy license plating and traceability mechanisms to strengthen inventory control.
• Integrate equipment calibration, test requests, and quality control into ERP workflows.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical sessions.
• Hands-on implementation in a live-lab environment.

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, streamline processes, and enhance team collaboration. This practical, hands-on course delves into core configuration, object and application design, automation via workflows, Process Builder, and Flow, alongside productivity tools designed to help teams operate more efficiently.

This instructor-led live training, available both online and on-site, targets beginner to intermediate-level administrators, business users, and team leads who aim to configure Salesforce, automate routine processes, and boost 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 Lightning App Builder.
• Develop automation using Flow and other process automation tools to streamline tasks.
• Activate productivity and collaboration features, including Lightning Experience, Chatter, and various integrations.
• Create fundamental reports and dashboards to highlight key performance metrics.

Course Format

• Interactive lectures and live demonstrations.
• Guided hands-on exercises within a sandbox environment.
• Real-world scenarios and a short capstone lab.

Course Customization Options

• For a customized version focusing on Sales Cloud, Service Cloud, or custom objects, please contact us to arrange.

This instructor-led, live training in Sharjah (online or onsite) is aimed at beginner-level to intermediate-level treasury and finance professionals who wish to reinforce their knowledge, improve report generation, and maximize the use of Dynamics 365 for financial operations.

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

• Navigate and customize the Dynamics 365 Finance and Operations interface.
• Generate and analyze financial reports efficiently.
• Manage treasury functions, including cash flow and bank reconciliations.
• Enhance financial workflows for better operational efficiency.

Salesforce serves as a robust cloud platform that facilitates the entire insurance lifecycle, spanning from initial quoting and sales processes through to claims management and policy administration.

This instructor-led live training, available either online or onsite, is designed for intermediate-level professionals in the insurance and leasing sectors. It aims to equip participants with the skills to configure, extend, and optimize Salesforce to manage offerings, automate claims, and oversee complete policy lifecycles.

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

• Configure Salesforce to quote and price insurance products effectively.
• Manage post-sales activities, including claims processing, event registration, and automated payments.
• Model insurance products and administer policies throughout their entire lifecycle.
• Adapt Salesforce to address the specific regulatory and operational requirements of the insurance and leasing industries.

Course Format

• Interactive lectures and discussions.
• Practical application of Salesforce Insurance tools and configurations.
• Guided exercises centered on product creation, claims workflows, and policy automation.

Course Customization Options

• To arrange customized training tailored to your specific insurance or leasing products, please contact us.

This instructor-led, live training in Sharjah (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 Sharjah (online or onsite) is tailored for beginner to intermediate-level sales professionals who aim to utilize Salesforce for managing leads, opportunities, accounts, and customer interactions to boost deal closure rates and enhance overall sales performance.

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

• Navigate the Salesforce Sales Cloud interface with confidence.
• Effectively manage leads, contacts, accounts, and opportunities.
• Utilize Salesforce tools to streamline workflows and monitor performance.
• Leverage reports and dashboards to gain valuable insights into the sales pipeline.

Odoo stands as a robust open-source ERP framework, leveraging Python and JavaScript to provide a modular architecture for crafting sophisticated business applications.

This instructor-led live training, available online or onsite, is tailored for intermediate to advanced developers aiming to master both the backend and frontend frameworks of Odoo. The curriculum covers Python ORM customization, OWL (Odoo Web Library) development, and the optimization of modules for Barcode and POS systems.

Upon completion of 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 in accordance with industry best practices.

Course Format

• Interactive lectures and discussions.
• Live coding demonstrations paired with guided exercises.
• Practical module development within a real Odoo environment.

Course Customization Options

• For customized training requests, please contact us to arrange a tailored session.

This instructor-led, live training in Sharjah (online or onsite) targets intermediate to advanced-level participants who wish to optimize customer care operations using AI and automation, while equipping 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, conducted in the UAE (online or onsite), is designed for beginner to intermediate participants seeking a comprehensive understanding of Dynamics 365 Sales. The course enables attendees to effectively utilize the platform to improve their sales operations.

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

• Understand 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.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led, live training in Sharjah (online or onsite) is aimed at intermediate-level marketing analysts and professionals who wish to refresh and enhance their Pardot skills, focusing on advanced reporting, dashboards, and engagement strategies.

By the end of 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 instructor-led live training in Sharjah (online or onsite) is designed for beginners to intermediate participants looking to utilize the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved customer engagement.

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

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to enhance sales performance.
• Customize and configure the module for 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 Sharjah (available online or onsite) is designed 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 Sharjah (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 Sharjah (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 Sharjah (online or onsite) is designed for intermediate business analysts wishing 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 Sharjah (online or onsite) is aimed at intermediate-level participants who wish to understand the configuration, management, and customization of Odoo modules to support business operations.

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

• Configure and customize the Project and Planning modules to streamline task and resource management.
• Set up and manage Sales and Accounting modules, including Analytics Accounting Plan, to enhance financial tracking and reporting.
• Administer the Employee and Contact modules for improved HR and CRM processes.
• Leverage the Settings module to implement system-wide customizations and integrations.
• Optimize Odoo's functionality to align with organizational needs.

This instructor-led, live training in Sharjah (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 Sharjah (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 serves as a cloud-based helpdesk solution engineered to optimize customer service activities via automation, omnichannel capabilities, ticket management, and performance analytics.

This instructor-led training session, available online or on-site, targets beginner to intermediate users seeking to effectively configure, manage, and enhance Zoho Desk to support their customer service processes.

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

• Configure and tailor the Zoho Desk environment to suit their team's needs.
• Handle tickets, SLAs, and workflows across various support channels.
• Develop insightful reports and dashboards to monitor service performance.
• Apply best practices for automation, change control, and collaboration.

Course Format

• Interactive lectures and discussions.
• Numerous exercises and practical activities.
• Hands-on implementation within a live-lab environment.

Customization Options

• To arrange a customized training session for this course, please contact us.

This instructor-led live training in Sharjah (available online or onsite) targets business analysts looking to use HubSpot services for product life cycle management.

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.

This instructor-led, live training in Sharjah (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:

• Master the accounts payable and receivable management features, including automation, customization, and optimization within Odoo.
• Leverage 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.
• Establish best practices for managing sensitive financial data, setting up user permissions, and adhering to audit requirements.

This instructor-led, live training in Sharjah (online or onsite) is designed for consultants who aim to develop intermediate-level skills in managing Peoplesoft applications.

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

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

This instructor-led live training, available in Sharjah (online or onsite), is designed for intermediate-level marketing professionals aiming to develop the expertise needed to utilize Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

By the conclusion 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 utilized cloud-based platform designed to manage customer relationships, automate sales workflows, and analyze business performance.

This instructor-led training session, available online or onsite, is tailored for intermediate-level users and administrators seeking to enhance their expertise in managing data, reporting, customization, and system control within Zoho CRM.

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

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

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical application.
• Hands-on implementation in a live lab environment.

Customization Options

• For inquiries regarding customized training options for this course, please contact us to make arrangements.

Course Aims

This Customer Relationship Management (CRM) course is designed for individuals in sales or business development roles who wish to refine their existing customer service expertise and cultivate new strategies to elevate the customer experience.

Course Objectives:

By the conclusion of this course, you will be able to:

• Refine your current customer service capabilities and adopt innovative techniques to enhance the overall customer experience.
• Recognize your personal impact on customers and discover methods to strengthen that influence.
• Comprehend the defining traits of ‘The Likeable Organisation’ and effectively apply these principles.
• Employ a dedicated ‘toolkit’ to facilitate the development of strong customer relationships.
• Assess the critical role CRM plays in achieving business success.
• Determine how effective CRM implementation drives improvements in business performance.

Learning Outcomes

Upon completing this course, you will:

• Develop a concrete action plan to apply upon returning to work, allowing you to immediately implement your new knowledge and enhance your ability to manage customer relationships.
• Evaluate your influence on customers and pinpoint specific areas for improvement.
• Acquire a ‘toolkit’ that supports the creation of productive customer relationships, positioning you as a strategic partner in the eyes of the customer.
• Identify the mechanisms through which effective CRM boosts business performance.

This instructor-led live training Sharjah (online or onsite) targets business analysts who aim to optimize marketing and sales processes using Microsoft Dynamics 365.

Upon completing this training, participants will be equipped to:

• Leverage various modules within Microsoft Dynamics 365 to effectively manage process flows.
• Seamlessly integrate the Power Platform with Microsoft Dynamics 365.
• Organize common data models, including records, segment charts, and additional structures.
• Automate operational processes through Microsoft Flow integration.

This instructor-led live training in Sharjah (online or onsite) is designed for marketers who wish to create and optimize sales and marketing processes using 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 Sharjah (online or onsite) is aimed at 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 measures, build and publish journeys, and monitor and troubleshoot results.

Microsoft Dynamics 365 Business Central is a comprehensive, cloud-based business management solution designed to help small and medium-sized enterprises streamline and unify their financials, sales, service, and operational workflows. Built on the Dynamics 365 platform, it offers extensive customization capabilities to align with unique business requirements. Key functionalities encompass financial management, supply chain oversight, project management, and customer relationship management. Furthermore, it seamlessly integrates with other Microsoft ecosystems, such as Office 365 and Power BI, to enhance utility. Ultimately, Business Central empowers organizations with a robust, adaptable platform to manage operations effectively and foster growth.

In this instructor-led live training (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 Sharjah is designed for system administrators who wish to install, configure, and manage an Odoo system.

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

• Install, configure, and manage Odoo.
• Understand the core principles of Odoo.
• Develop their own Odoo modules.
• Integrate third-party tools with Odoo.
• Maximize the use of Odoo's features.

This instructor-led live training in Sharjah (available online or onsite) is designed for end-users who want to utilize Odoo to improve their business operations.

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

• Understand how to implement an Odoo CRM system within their organization.
• Plan, analyze, and map business functions and processes to Odoo features.
• Integrate Odoo with other third-party tools and applications.

This course delivers practical training on utilizing Odoo to manage customer relationships, execute marketing campaigns, and develop business dashboards for performance monitoring.

Participants will learn to manage leads and opportunities via Odoo CRM, automate marketing activities such as email campaigns, and construct dashboards to track sales and marketing KPIs. The curriculum emphasizes hands-on exercises designed to help participants streamline workflows, enhance customer engagement, and make data-driven decisions using Odoo.

In this instructor-led, live training in Sharjah (online or onsite), participants will learn the architecture, design, and operational features that constitute Salesforce CPQ as they step through the setup, configuration, and maintenance of a sample Salesforce CPQ installation.

This instructor-led live training in Sharjah (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, delivered in Sharjah (online or onsite), is tailored for marketing staff, sales personnel, and customer service representatives who wish to set up, manage, and utilize Salesforce to better serve their customers.

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

• Configure their Salesforce account to manage profiles, track activities, customize views and layout, and personalize settings.
• Utilize 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 Sharjah (online or onsite) is tailored for administrators who wish to utilize Salesforce Lightning to develop web applications.

By the conclusion 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 Sharjah (online or onsite) is designed for professionals seeking to leverage Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience 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 a suite of applications designed for life sciences companies.

This instructor-led, live training in Sharjah (online or onsite) is designed for end-users who want to utilize Veeva Vault to enhance their management of life science documents and data.

Upon completion of this training, participants will be capable of managing documents, tracking product information, and collaborating effectively with other team members.

Zoho Creator is a SaaS-based platform for building enterprise-grade applications that operate seamlessly across any device.

During this instructor-led live training (available either onsite or remotely), participants will discover how to rapidly develop custom applications using Zoho Creator.

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

• Efficiently set up, configure, and manage their Zoho Creator account
• Design and create forms and dashboards
• Establish workflows and business rules
• Automate recurring tasks and develop informative reporting pages

Audience

• Developers
• Business managers

Course Format

• Interactive lectures and discussions
• Extensive exercises and practical practice
• Hands-on implementation within a live-lab environment

Course Customization Options

• To request customized training for this course, please contact us to make arrangements.

Zoho CRM is a SaaS-based Customer Relationship Management (CRM) system designed for tracking sales, managing contacts, conducting marketing activities, and engaging customers.

In this instructor-led live training (available 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.