Customer Relationship Management (CRM) Training Course

Odoo is a robust, open-source ERP framework constructed upon Python and JavaScript, providing a modular architecture designed for developing business applications.

This instructor-led live training, available either online or onsite, is tailored for developers ranging from intermediate to advanced proficiency levels. The program aims to equip participants with mastery over Odoo’s backend and frontend frameworks, covering 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 capable of:

• Creating advanced Odoo modules utilizing Python, XML, and JavaScript.
• Customizing and extending Odoo’s backend models, views, and controllers.
• Constructing and enhancing frontend components using OWL specifically for POS and Barcode modules.
• Securely integrating APIs and third-party systems with Odoo.
• Debugging, testing, and deploying Odoo modules in accordance with industry best practices.

Format of the Course

• Interactive lectures and discussions.
• Live coding demonstrations accompanied by guided exercises.
• Practical module development within a real-world Odoo environment.

Course Customization Options

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

This instructor-led, live training in Bulgaria (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 Bulgaria (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 Bulgaria (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 guided, live training in Bulgaria (online or in-person) is designed for intermediate-level accountants seeking to optimize their accounting processes using the Odoo accounting module.

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

• Learn about accounts payable and receivable management features, including automation, customization, and optimization within Odoo.
• Use 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 Bulgaria is designed for 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 Bulgaria (online or onsite) is designed for intermediate-level participants aiming 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 Project and Planning modules to streamline task and resource management.
• Set up and manage Sales and Accounting modules, including the Analytic Accounting Plan, to enhance financial tracking and reporting.
• Administer 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 guided, live training in Bulgaria (online or onsite) is designed for intermediate-level professionals who wish to implement and manage the Odoo Inventory module effectively across a central warehouse and multiple secondary locations, emphasizing 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 Bulgaria (online or onsite) is designed for end-users looking to leverage Odoo to optimize their business operations.

Upon completing this training, participants will be able to:

• Implement an Odoo CRM system within their own organization.
• Plan, analyze, and align business functions and processes with Odoo's features.
• Integrate Odoo with various third-party tools and applications.

This instructor-led, live training in Bulgaria (online or onsite) is designed for individuals who aim to utilize 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.

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

This instructor-led, live training in Bulgaria (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 SaaS platform designed for developing enterprise-grade applications that function seamlessly across any device.

In this instructor-led live training, available either onsite or remotely, attendees will acquire the skills to rapidly construct custom applications using Zoho Creator.

Upon completing this training, participants will be equipped to:

• Efficiently establish, configure, and operate their Zoho Creator account.
• Design forms and dashboards.
• Establish workflows and business rules.
• Automate repetitive tasks and develop informative pages.

Audience

• Developers.
• Business managers.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practice sessions.
• Practical implementation in a live-lab setting.

Customization Options

• To arrange a tailored training session for this course, please reach out to us.

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

During this instructor-led live training (available onsite or remotely), attendees will learn how to set up and manage a Zoho CRM system.

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

• Efficiently setting up, configuring, and operating their organization's account
• Managing users and automating sales processes
• Customizing CRM solutions and securing customer data

Audience

• System administrators

Course Format

• Interactive lectures and discussions
• Extensive exercises and practice
• Practical implementation in a live-lab environment

Course Customization Options

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

Zoho Desk is a cloud-based helpdesk solution engineered to optimize customer service operations via automation, multi-channel support, ticket tracking, and performance analytics.

This instructor-led live training (available online or onsite) is tailored for beginner to intermediate users seeking to effectively configure, manage, and optimize Zoho Desk to enhance customer service workflows.

Upon completing this training, participants will be able to:

• Configure and customize the Zoho Desk environment to suit their team's needs.
• Manage 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.
• Extensive exercises and practical practice.
• Hands-on implementation in a live-lab environment.

Customization Options

• For customized training requests, please contact us to make arrangements.

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.