Szkolenia CRM | Szkolenia Customer Relationship Management (CRM)

Salesforce CPQ (formerly Steelbrick CPQ) is a highly configurable “Quote-to-Cash” application built on top of the Salesforce platform and is used for efficiently generating and delivering quotes, contracts and invoices to customers.

In this instructor-led, live training, participants will learn the architecture, design and operational features that make up Salesforce CPQ as they step through the set up, configuration and maintenance of a sample Salesforce CPQ installation.

Audience

- Beginning administrators
- Consultants
- Sales OPS
- IT managers
- Power users

Format of the course

- Part lecture, part discussion, exercises and heavy hands-on practice

Odoo is an all-in-one enterprise management software that forms a full suite of solutions for various business applications including CRM, e-commerce, billing, accounting, manufacturing, warehouse and project management, and inventory.

In this instructor-led, live training, 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

Audience

- Developers
- IT professionals

Format of the course

- Part lecture, part discussion, exercises and heavy hands-on practice

Note

- To request a customized training for this course, please contact us to arrange.

Course Aims

This Customer Relationship Management (CRM) course is designed for those in a sales or business development role to improve existing customer service skills and develop new techniques to enhance customers' experience.

Course Objectives:

At the end of this course you will be able to:

- Enhance existing customer service skills and develop new techniques to improve your customers’ experience
- Understand your own impact on customers and identify ways to improve it
- Understand the characteristics of ‘The Likeable Organisation’ and apply them
- Utilise a ‘toolkit’ that will enable you to build customer relationships
- Measure the importance of CRM for business success
- Identify how effective CRM will improve business performance

Learning Outcomes

At the end of this course you will:

- Have an action plan to implement on your return to work, enabling you to apply your learning with immediate effect and improve your performance in managing customer relationships
- Assess your own impact on customers and will have identified ways to improve it
- Have a “toolkit” that will facilitate the building of effective customer relationships, where the customer views you as a strategic partner
- Be able to identify how effective CRM will improve business performance

This instructor-led, live training in w Polsce (online or onsite) is aimed at business analysts, consultants, and other corresponding personnel who wish to employ SAP PM for sustaining the performance of business units.

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

- Install and configure the SAP PM software.
- Integrate the features of SAP PM into the IT structure of their business.
- Utilize SAP PM as a tool for executing the responsibilities of maintenance roles.
- Make use of SAP PM reports to resolve the needs of clients.
- Recognize the importance of SAP PM implementations to plant workflow and the safety of work personnel.

This instructor-led, live training in w Polsce (online or onsite) is aimed at analysts who wish to use SAP Business Warehouse (BW) and SAP Business Intelligence (BI) to organize, evaluate and interpret critical business data.

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

- Understand how SAP Business Warehouse (BW) ties in with other SAP systems.
- Use SAP Business Warehouse (BW) to grapple large amounts of data from different sources.
- Apply Business Intelligence (BI) techniques to make better business decisions.
- Migrate complicated Excel spreadsheet data to the more efficient SAP Business Warehouse (BW) centralized database.
- Resolve inconsistencies in data that is sourced from multiple stores.

This instructor-led, live training in w Polsce (online or onsite) is aimed at end users who wish to understand SAP Business Suite 7 and operate its prominent features to better manage a cross-functional organization.

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

- Navigate SAP Business Suite 7's UI.
- Understand the difference between SAP Business Suite and other SAP packages.
- Understand the relationship between SAP Business Suite's foundational components.
- Carry out common operations inside SAP Business Suite's foundational components.

This instructor-led, live training in w Polsce (online or onsite) is aimed at developers who wish to use ABAP to build data oriented applications in SAP BW.

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

- Set up the necessary development environment to start developing.
- Write clean, well-structured ABAP code oriented at data management.
- Model complex data flows and queries.

This instructor-led, live training in w Polsce (online or onsite) is aimed at developers who wish to implement, develop and adapt applications for Unicode support.

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

- Understand the difference between RICEF programs under Unicode and non-Unicode environments.
- Address issues that result from Unicode vs non-Unicode environments.
- Gather requirements and estimate the duration of an SAP Unicode Conversion.
- Implement an SAP Unicode Conversion and measure the impact.

This instructor-led, live training in w Polsce (online or onsite) is aimed at developers, data engineers, data scientists, database administrators, and business analysts who wish to install, deploy, and operate SAP Data Hub features to manage their organization's data landscape.

By the end of this training, participants will be able to use SAP Data Hub's data orchestration capabilities to manage data landscape, create data pipelines, and monitor data integrity and quality across their organization.

This instructor-led, live training in w Polsce (online or onsite) is aimed at users who wish to prepare for the version C_ACTIVATE13 certification exam (includes ACT100 and ACT200).

This instructor-led, live training in w Polsce (online or onsite) is aimed at managers who wish to streamline an organization's supply chain (inter-departmental and with customers, suppliers, contract manufacturers, logistics service providers, and other partners).

This instructor-led, live training in w Polsce (online or onsite) is aimed at persons who wish to optimize how they manage the sales orders, shipping, billing, and invoicing of their organization's goods and services.

This instructor-led, live training in w Polsce (online or onsite) is aimed at persons who wish to use OpenText StreamServe within their SAP document-driven business processes to improve the efficiency of document management and distribution.

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

- Understand the relationship between OpenText StreamServe and SAP Document Presentment.
- Install the necessary SAP add-ons to use OpenText StreamServe.
- Use OpenText StreamServe to enhance the creation, modification, control and distribution of documents.
- Adapt documents for different types of destination media (email, SMS, web, printers, fax, etc.).

This instructor-led, live training in w Polsce 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 w Polsce (online or onsite) is aimed at 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.

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 Creator is a SaaS-based platform for creating enterprise-class applications that run on any device.

In this instructor-led, live training (onsite or remote), participants will learn how to build a custom application fast using Zoho Creator.

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

- Set up, configure and run their Zoho Creator account efficiently
- Create forms and dashboards
- Define workflows and business rules
- Automate recurring actions and build informative pages

Audience

- Developers
- Business managers

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 w Polsce (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 w Polsce (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365.

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

- Use the different modules in Microsoft Dynamics 365 to manage process flows.
- Integrate the Power Platform into Microsoft Dynamics 365.
- Structure different common data models such as records, segment charts, and more.
- Automate processes with Microsoft Flow integration.

About This Course

Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to: Automate and modernize your global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain. Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

At Course Completion

After completing this course, students will be able to:

- How to navigate and efficiently use search, filtering and queries
- How to use operational workspaces
- Work with Business Document Management
- Work with record templates
- Integrate Power BI with Dynamics 365 Finance and Operations apps
- How to personalize workspaces
- Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
- How to apply security roles to users
- Run and analyze security reports
- Create and use workflow for approval
- Work with Organization Hierarchy and its purposes.
- How to use personalization feature
- Use Data Management workspace
- Create and use and entity templates
- Copy configuration data between legal entities
- Import and Export data and manage data by using Office Integration
- Use Regression Suite Automation Tool (RSAT)
- Create User acceptance Tests (UAT) and test plans
- Create and work with Business Process Modeler (BPM)
- Understand how to use Issue search

About This Course

This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you on a form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Audience Profile

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.

After completing this course, students will be able to:

- Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities.
- Process most of the Dynamics 365 Supply Chain Management transactions.
- Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.

This instructor-led, live training in w Polsce (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 in w Polsce (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.

This instructor-led, live training in w Polsce (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to use set up, manage, and monitor Salesforce and its capabilities to serve their customers better.

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

- Set up their Salesforce account to manage profile, track activities, customize views and layout, and personalize settings.
- Use 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.

Zapoznanie się z możliwościami Vlocity opracaje na danych, extract danych, zapis, transformację.
Budowa procesów w opraciu o Omniscripts, prezentacja danych w oparciu o Flex Cards.
Użytkownicy biznesowi, konsultanci, developerzy.
Cele szkolenia: Przyswojenie podstaw narzędzia Salesforce Omnistudio
Forma zajęć: Teoria 20% + 80% Ćwiczenia

Veeva Vault is a cloud-based content management platform and suite of applications aimed at life sciences companies.

This instructor-led, live training in w Polsce (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.

This instructor-led, live training in w Polsce (online or onsite) is aimed at persons who wish to use Veeva Commercial Cloud Engagement applications to deliver a personalized customer experience across multiple channels.

By the end of 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.