Customer Relationship Management (CRM) Training in Salvador

Microsoft Dynamics 365 Finance & Operations provides a robust development environment for customizing ERP functionalities and integrating with external systems.

This instructor-led live training, available either online or on-site, is designed for intermediate to advanced developers and technical support professionals aiming to build, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

Upon completing this training, participants will be equipped to:

• Configure a development environment utilizing Visual Studio and X++.
• Develop forms, classes, tables, and workflows within F&O.
• Implement business logic using events, permissions, and validations.
• Generate custom reports and extend existing capabilities.
• Integrate external services via REST APIs and OData.
• Conduct testing, debugging, and performance optimization within the F&O environment.
• Manage data migrations and handle ongoing system updates.

Course Format

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

Customization Options

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

Microsoft Dynamics 365 Finance & Operations is an 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 is a comprehensive solution for managing customer support, service operations, and omnichannel engagement.

This instructor-led, live training (online or onsite) is aimed at intermediate-level users who wish to implement and configure customer service solutions using Dynamics 365 Customer Service.

By the end of this training, participants will be able 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.

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.

Salesforce is a top-tier CRM platform designed to help organizations monitor, enhance, and expand their sales performance.

This instructor-led training, available either online or on-site, targets intermediate sales professionals looking to elevate their performance by adopting modern, high-impact sales techniques backed by Salesforce.

After completing this course, participants will be able to:

• Implement contemporary cold calling strategies to boost engagement.
• Utilize proven scripts to improve conversion rates.
• Establish rapport rapidly through psychological and interpersonal connection techniques.
• Harness Salesforce to monitor activities and speed up results.

Course Format

• Live demonstrations and guided discussions.
• Practical application using real-world sales scenarios.
• Interactive exercises conducted within a live Salesforce environment.

Customization Options

• Examples, scenarios, and exercises can be customized upon request.

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution that facilitates end-to-end business operations, encompassing warehouse and inventory management. With advanced integration capabilities and add-ons such as Warehouse Insight, BC empowers organizations to execute efficient warehouse operations, implement license plating, and automate processes across the enterprise.

This instructor-led live training (available online or onsite) is designed for intermediate-level warehouse operations teams, ERP consultants, and IT professionals seeking to implement or optimize warehouse management within Dynamics 365 Business Central. The course focuses on best practices, mobile device utilization, and robust 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.
• Implement 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 within a live-lab environment.

Customization Options

• For customized training tailored to your specific needs, please contact us to arrange a session.

Salesforce stands as a premier cloud-based CRM platform, empowering organizations to effectively manage customer relationships, automate key processes, and enhance team collaboration. This practical, hands-on course delves into core configuration techniques, object and application design, automation through Workflows, Process Builder, and Flow, alongside productivity tools designed to help teams operate more efficiently.

Delivered as an instructor-led live training (available online or on-site), this program is tailored for 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 utilizing the 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 critical metrics.

Course Format

• Interactive lectures combined with live demonstrations.
• Guided, hands-on exercises conducted within a sandbox organization.
• Real-world case studies accompanied by a brief capstone lab.

Customization Options

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

This instructor-led, live training in Salvador (online or on-site) is designed for beginner to intermediate-level treasury and finance professionals who want 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 supports the entire insurance lifecycle—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 wish to configure, extend, and optimize Salesforce to manage offerings, automate claims, and handle full policy lifecycles.

By the end of this training, participants will be able 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 across their full lifecycle.
• Adapt Salesforce to meet regulatory and operational needs in insurance and leasing.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customization Options

• To request a customized training for this course based on your insurance or leasing products, please contact us to arrange.

This instructor-led, live training in Salvador (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 Salvador (online or onsite) is designed for sales professionals from beginner to intermediate levels 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 built on Python and JavaScript, featuring a modular architecture designed for crafting business applications.

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

Upon completion of this training, participants will be able 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 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 and discussions.
• Live coding demonstrations and guided exercises.
• Hands-on module development within a real Odoo environment.

Course Customization Options

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

This instructor-led, live training in Salvador (available online or onsite) is designed for participants at intermediate to advanced levels who want to optimize their 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:

• Stay updated with the latest trends in customer care and customer success.
• Utilize AI and automation to enhance 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.
• Develop scalable solutions to improve customer experiences and drive revenue growth.

This instructor-led, live training in Salvador (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance their sales operations.

By the end of this training, participants will be able 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 Salvador (online or onsite) is designed for intermediate-level marketing analysts and professionals seeking 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 live, instructor-led training in Salvador (online or on-site) targets beginner to intermediate-level participants who aim to utilize the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved customer engagement.

Upon completing this training, participants will be able to:

• Grasp the features and advantages of the Sales Insights module.
• Apply AI-driven analytics to improve sales outcomes.
• Tailor and configure the module to meet specific business requirements.
• Utilize insights for lead scoring, assessing relationship health, and managing the sales pipeline.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

This instructor-led live training in Salvador (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 Salvador (online or on-site) is targeted at intermediate-level professionals who wish to efficiently implement and manage the Odoo Inventory module across a central warehouse and multiple secondary locations, with a 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 Salvador (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 training, available in Salvador (online or onsite), targets intermediate-level business analysts eager to drive continuous improvement in business processes and system enhancements within their organizations.

By the end of the course, 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 Salvador (online or onsite) is designed for 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 tailor the Project and Planning modules to streamline task assignment and resource management.
• Set up and oversee Sales and Accounting modules, including the Analytics Accounting Plan, to improve financial tracking and reporting capabilities.
• Manage 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 better align with organizational requirements.

This instructor-led, live training in Salvador (online or onsite) is designed for beginner-level project managers who want 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 Salvador (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 customer service platform that simplifies support operations through automation, omnichannel capabilities, ticket management, and performance analytics.

This instructor-led training session, available online or onsite, targets beginner to intermediate users looking to effectively configure, manage, and optimize Zoho Desk to enhance their customer service workflows.

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

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

Course Format

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

Customization Options

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

This instructor-led live training, conducted in Salvador (online or in-person), is tailored for business analysts who wish to apply HubSpot services to manage a product lifecycle.

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

• Understand the various stages of a product lifecycle.
• Use HubSpot to optimize and manage a product lifecycle.
• Determine when to apply the product lifecycle concept in business settings.

This instructor-led, live training in Salvador (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 Salvador (online or onsite) is aimed at consultants who wish to learn intermediate-level skills in managing Peoplesoft applications.< /p>

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This instructor-led live training in Salvador (online or onsite) is designed for intermediate-level marketing professionals who aim to acquire the skills and knowledge needed to effectively utilize 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:

• 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.

This instructor-led, live training in Salvador (online or onsite) is designed for business analysts aiming to enhance marketing and sales processes using Microsoft Dynamics 365.

Upon completing this training, participants will be capable of:

• Leveraging various Microsoft Dynamics 365 modules to manage process workflows.
• Integrating the Power Platform within Microsoft Dynamics 365.
• Structuring common data models, including records, segment charts, and more.
• Automating processes through Microsoft Flow integration.

This instructor-led live training in Salvador (online or on-site) is designed for marketers who want 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.
• Build comprehensive dashboards and reports for data analysis.
• Automate sales and marketing workflows.

This instructor-led, live training in Salvador (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.

In this instructor-led, live training in Salvador (online or onsite), participants will learn how to use Odoo and begin 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 Salvador (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.

This instructor-led, live training in Salvador (online or onsite) is designed for 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.
• Create and use REST and SOAP web services using Apex.

This instructor-led, live training in Salvador (online or onsite) is designed for marketing staff, sales personnel, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities 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 layouts, and personalize settings.
• Utilize Salesforce features and tools to attract, acquire, and service both existing and potential customers.
• Generate reports and dashboards to create valuable analytics and insights for the business.

This instructor-led live training in Salvador (online or onsite) is designed for administrators who want to use Salesforce Lightning to create web applications.

Upon completing this training, participants will be able to:

• Create responsive applications using Salesforce Lightning.
• Develop applications with minimal or no coding.
• Build a Lightning application from the ground up.

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 Salvador (online or onsite) targets end-users who want to leverage Veeva Vault to effectively manage life science documents and data.

Upon completing this training, participants will be able to manage documents, track product information, and collaborate with other team members.

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.