Zoho CRM for Administrators Training Course

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.

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

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.

This instructor-led, live training in Taiwan (online or onsite) is aimed at beginner-level project managers who wish 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 Taiwan (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.

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

This instructor-led, live training in Taiwan (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 Taiwan (online or onsite) is aimed at beginner-level business analysts and data analysts who wish to acquire essential skills in using SAP BusinessObjects BI to transform raw data into meaningful insights.

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

• Navigate and use the SAP BusinessObjects BI interface.
• Create and customize business reports and dashboards.
• Perform ad-hoc analysis using various BI tools.
• Utilize advanced features for in-depth data exploration.

This instructor-led, live training in Taiwan (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 Taiwan (online or onsite) is aimed at intermediate-level business intelligence professionals who wish to have a comprehensive understanding and practical skill set for integrating PowerBI with SAP B1.

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

• Understand the fundamentals of SAP Business One and PowerBI.
• Successfully integrate PowerBI with SAP B1, including setting up the necessary tools and connectors.
• Efficiently extract data from SAP B1 and transform it in PowerBI for effective analysis.
• Create dynamic and insightful reports and dashboards in PowerBI using data from SAP B1.

This instructor-led, live training in Taiwan (online or onsite) is aimed at functional consultants who wish to setup, migrate and manage the SAP S/4 HANA Business Suite.

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

• Install and configure SAP S/4 Hana on premise or in the cloud.
• Understand SAP S/4 Hana architecture and capabilities
• Migrate from existing versions of SAP Business Suite to to SAP S/4 Hana
• Understand how security is implemented in SAP S/4 Hana
• Improve mobility of SAP applications using SAP Fiori
• Test, debug and deploy SAP S/4 Hana to production
• Explore how SAP S/4 can be integrated with SAP S/4 Cloud to provide a comprehensive enterprise solution.

This instructor-led, live training in Taiwan (online or onsite) is aimed at developers and development consultants who wish to learn and leverage the features and potentials of CDS when establishing database views.

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

• Analyze and establish views in ABAP CDS.
• Understand the difference between CDS views and ordinary database views.
• Learn and leverage the SQL features in CDS views.
• Utilize CDS-specific concepts and understand the common use cases for CDS views.

This instructor-led, live training in Taiwan (online or onsite) is aimed at developers who wish to use the ABAP programming language to create SAP applications.

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

• Set up a development environment to start writing SAP applications.
• Read, understand, write, modify, execute and debug ABAP code.
• Deploy applications for SAP enterprise systems.

This instructor-led, live training in Taiwan (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 Taiwan (online or onsite) is aimed at intermediate-level SAP users who wish to learn various administrative tasks to keep the SAP system running.

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

• Learn how to start and stop SAP systems.
• Understand the database's systems architecture and user administration concepts.
• Configure systems and create RFC destinations.
• Schedule and monitor background jobs.