Customer Relationship Management (CRM) Training Course

Odoo is a robust open-source ERP framework developed using Python and JavaScript, featuring a modular architecture designed for creating business applications.

This instructor-led live training, available either online or onsite, is tailored for intermediate to advanced developers aiming to master both the backend and frontend aspects of Odoo. Key areas include customizing the Python ORM, developing with OWL (Odoo Web Library), and optimizing 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.
• Develop and enhance frontend components for POS and Barcode modules using OWL.
• 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 accompanied by guided exercises.
• Practical module development within a live Odoo environment.

Course Customization Options

• For personalized training arrangements, please get in touch with us.

This instructor-led live training in Italy (online or onsite) is designed for marketers looking to create and optimize sales and marketing processes with HubSpot CRM.

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

• Schedule meetings using HubSpot's meeting tools.
• 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 Italy (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.

In this instructor-led live training in Italy (online or onsite), attendees will learn how to leverage Odoo and begin developing custom solutions for their organizations.

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

• Install and configure Odoo.
• Grasp the core principles of Odoo.
• Develop their own Odoo modules.
• Integrate third-party tools with Odoo.
• Fully utilize Odoo's capabilities.

This instructor-led, live training in Italy (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:

• Acquire knowledge of 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 Italy 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 environments.
• Grasp the core principles of Odoo.
• Develop custom Odoo modules.
• Integrate third-party tools with Odoo.
• Fully leverage Odoo's capabilities.

This instructor-led, live training in Italy (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 Italy (online or onsite) targets intermediate-level professionals aiming to efficiently implement and manage the Odoo Inventory module across a central warehouse and multiple secondary sites, with a strong focus on traceability and scalability.

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

• Configure and manage a multi-location warehouse structure within Odoo.
• Monitor internal product movements and optimize inter-warehouse transfers.
• Record and trace purchase orders from reception through to distribution.
• Enable and manage traceability based on serial numbers and lots.
• Design a scalable and well-organized inventory system aligned with best practices.

This instructor-led, live training in Italy (online or onsite) is designed for end-users who wish to use Odoo to enhance their business operations.

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

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

This instructor-led live training in Italy (online or onsite) is designed for individuals seeking to utilize Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience across multiple channels.

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

• Personalize customer interactions via Veeva CRM.
• Plan and execute enterprise events using Veeva Digital Events.
• Align sales territories with 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 Italy (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 is a Software-as-a-Service platform designed for building enterprise-grade applications that operate seamlessly across all devices.

Through this instructor-led live training session (available either in-person or remotely), attendees will discover how to rapidly develop custom applications using Zoho Creator.

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

• Efficiently setting up, configuring, and managing their Zoho Creator account
• Designing forms and dashboards
• Establishing workflows and business rules
• Automating repetitive tasks and constructing insightful reporting pages

Target Audience

• Developers
• Business managers

Course Format

• Interactive lectures and discussions
• Extensive exercises and practical application
• Practical implementation within a live laboratory environment

Customization Options for the Course

• For organizations seeking tailored training, please reach out to us to coordinate arrangements.

Zoho CRM is a cloud-based Customer Relationship Management (CRM) solution designed to track sales, manage contacts, execute marketing campaigns, and engage with customers.

In this instructor-led, live training (available onsite or remotely), attendees will learn how to configure and manage a Zoho CRM environment.

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

• Efficiently set up, configure, and operate their organization's account
• Manage user access and automate sales workflows
• Tailor CRM functionalities and safeguard customer data

Audience

• System administrators

Course Format

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

Customization Options

• To arrange a tailored training session for this course, please get in touch with us.

Zoho Desk is a cloud-based helpdesk solution engineered to optimize customer service activities through automation, omnichannel assistance, ticket monitoring, and performance analytics.

This instructor-led training (available online or on-site) targets users with beginner to intermediate knowledge who aim to effectively set up, manage, and refine Zoho Desk to enhance customer service workflows.

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

• Configuring and personalizing the Zoho Desk workspace for their team.
• Handling tickets, SLAs, and workflows across various support channels.
• Developing detailed reports and dashboards to monitor service effectiveness.
• Applying best practices for automation, change management, and collaboration.

Course Format

• Interactive lectures and discussions.
• Numerous exercises and practical practice sessions.
• Practical implementation within a live lab environment.

Customization Options

• For a tailored training experience, please contact us to arrange your needs.

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:

• Create and customize reports and dashboards for actionable analysis.
• Implement change control best practices, 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.