Customer Relationship Management (CRM) Training in Sofia

This instructor-led live training in Sofia (online or on-site) is designed for beginner to intermediate treasury and finance professionals who aim 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.

This instructor-led, live training in Sofia (online or onsite) is designed for 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, offered in Sofia (online or onsite), is designed for sales professionals from beginner to intermediate levels who wish to leverage Salesforce to manage leads, opportunities, accounts, and customer interactions, thereby boosting deal closure rates and improving sales performance.

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

• Confidently navigate the Salesforce Sales Cloud interface.
• 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.

This instructor-led, live training in Sofia (online or onsite) is designed for intermediate to advanced participants who aim to enhance customer support operations through AI and automation, while providing their teams with up-to-date tools and strategies.

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

• Stay informed about the latest trends in customer support and customer success.
• Utilize AI and automation to enhance customer satisfaction and reduce manual effort.
• Enhance sales workflows and customer engagement using advanced automation.
• Train remote teams 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 Sofia (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 Sofia (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 for better campaign performance.

This instructor-led live training, delivered online or onsite, is designed for beginner to intermediate participants seeking to use the MS Dynamics 365 Sales Insights module to develop more effective sales strategies and enhance 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 Sofia (online or onsite) is designed for beginner-level managers who want 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 various departments (e.g., sales, marketing, HR).
• Integrate WhatsApp via an external API to maintain seamless communication with customers or internal teams.
• Manage statuses and workflows across any area, optimizing operations through automation.
• Maximize efficiency by fully utilizing Monday’s WorkManagement, CRM, and WorkForms modules.

This guided, live training in Sofia (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 Sofia (online or onsite) targets beginner-level sales professionals and administrators who aim to proficiently use and manage Salesforce Sales Cloud and its administrative functions.

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

• Effectively navigate and leverage Salesforce Sales Cloud.
• Handle leads, accounts, contacts, opportunities, and cases.
• Create reports and dashboards to derive actionable sales insights.
• Deploy automation and workflow rules within Salesforce.
• Tailor security configurations and oversee user permissions.
• Connect Salesforce with Power BI, Tableau, and other analytics tools for real-time data evaluation.

This instructor-led, live training in Sofia (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 instructor-led, live training in Sofia (online or onsite) targets beginner-level project managers who wish to employ OpenText Exstream v16 to effectively design, implement, and manage personalized customer communications.

By the conclusion 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 Sofia (online or onsite) targets 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.

This instructor-led, live training in Sofia (online or on-site) is designed for business analysts who aim to utilize HubSpot's services to manage the product life cycle.

Upon completing this training, participants will be equipped to:

• Gain a clear understanding of the distinct phases of a product life cycle.
• Leverage HubSpot to streamline and manage the product life cycle effectively.
• Determine the optimal timing for applying product life cycle strategies within a business context.

This guided, live training in Sofia (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 Sofia (online or onsite) is aimed at consultants who wish to learn intermediate-level skills in managing PeopleSoft applications.

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

• Learn PeopleSoft concepts and architecture.
• Configure and manage server domains.
• Trace, troubleshoot and tune PeopleSoft system performance.

This instructor-led live training in Sofia (available online or onsite) is designed for intermediate-level marketing professionals who aim to acquire the skills and knowledge needed to utilize Salesforce Marketing Cloud effectively 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.

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

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

• Utilize various Microsoft Dynamics 365 modules to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure common data models, such as records, segment charts, and more.
• Automate workflows via Microsoft Flow integration.

This instructor-led, live training in Sofia (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 Sofia (online or onsite) is designed for intermediate-level customer experience analysts and marketing operations professionals aiming to use Dynamics 365 Customer Insights to unify customer data and execute targeted, compliant customer journeys.

By the end of this training, participants will be able to connect and unify data sources, create segments and metrics, build and publish journeys, and monitor and troubleshoot outcomes.

In this instructor-led, live training in Sofia (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 Sofia (online or onsite) is designed for infrastructure engineers, system administrators, and security and support staff who aim to deploy, secure, integrate, administer, and support Odoo 18 Community Edition in production on-premise environments.

This instructor-led live training in Sofia (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 Sofia (online or onsite) is designed for web developers who intend to create real-time applications using Salesforce Development.

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

• Construct a real-time application using the Apex programming language.
• Develop test classes with Apex to improve code coverage in Salesforce.
• Create and utilize REST and SOAP web services via Apex.

This instructor-led, live training in Sofia (online or onsite) is designed for marketing professionals, sales staff, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities to serve their customers more effectively.

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.
• Leverage Salesforce features and tools to attract, acquire, and service both existing and potential customers.
• Generate reports and dashboards to produce valuable business analytics and insights.

This instructor-led, live training in Sofia (online or onsite) is designed for administrators who intend to use Salesforce Lightning to develop 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.

Learning Objectives:
After finishing this course, participants will be capable of:

• Overseeing and sustaining high data quality standards within Salesforce
  
• Designing and refining automated workflows using Flow, Process Builder, and Workflow Rules
  
• Setting up intricate security and sharing configurations
  
• Developing sophisticated reports and dashboards to derive actionable data insights
  
• Diagnosing typical problems and implementing best practices for performance enhancement

Training Format:
Facilitated instruction featuring practical exercises, collaborative discussions, and hands-on labs.