Customer Relationship Management (CRM) Training in Taipei

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

This instructor-led training, available in online or onsite formats, targets intermediate to advanced developers and technical support specialists seeking to build, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

Upon completion of this training, participants will gain the ability to:

• Configure a development environment utilizing Visual Studio and X++.
• Develop forms, classes, tables, and workflows specific to F&O.
• Implement business logic through events, permissions, and validation rules.
• Generate custom reports and extend existing functionalities.
• Connect external services via REST APIs and OData.
• Test, debug, and optimize performance within the F&O ecosystem.
• Handle data migrations and manage ongoing system updates.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical application.
• Hands-on implementation in a live laboratory setting.

Customization Options

• For customized training arrangements, please reach out to us to coordinate.

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 provides a comprehensive solution for managing customer support, service operations, and omnichannel engagement.

This instructor-led, live training (available online or onsite) is designed for 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.
• Ample 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 premier CRM platform designed to monitor, enhance, and expand sales performance.

This instructor-led live training, available online or onsite, targets intermediate sales professionals looking to elevate their selling capabilities through contemporary, high-impact sales methods bolstered by Salesforce.

After finishing this training, participants will be able to:

• Implement modern cold calling strategies to boost engagement.
• Utilize proven scripts to raise conversion rates.
• Establish rapport swiftly using psychological and interpersonal connection techniques.
• Leverage Salesforce to monitor activities and hasten results.

Course Format

• Live demonstrations and guided discussions.
• Practical exercises using real-world sales scenarios.
• Interactive exercises 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 designed to support end-to-end business operations, including warehouse and inventory management. With enhanced integration capabilities and add-ons like Warehouse Insight, BC enables efficient warehouse operations, license plating, and operational automation across the enterprise.

This instructor-led, live training (online or onsite) is aimed at intermediate-level warehouse operations teams, ERP consultants, and systems professionals who wish to implement or optimize warehouse management in Dynamics 365 Business Central using best practices, mobile devices, and quality integration workflows.

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

• Set up and manage warehouse operations within Dynamics 365 Business Central.
• Use Warehouse Insight for real-time mobile execution of warehouse tasks.
• Implement license plating and traceability to enhance inventory control.
• Integrate equipment calibration, test requests, and quality control in ERP workflows.

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 stands as a premier cloud-based CRM platform, empowering organizations to manage customer relationships, automate workflows, and enhance team collaboration. This practical, hands-on course delves into core configuration techniques, object and application design, automation via workflows and Process Builder/Flow, and essential productivity features designed to help teams work more efficiently.

Delivered as an instructor-led live training (available online or onsite), 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 overall user productivity.

Upon completing this training, participants will be equipped to:

• Configure objects, fields, page layouts, and record types to effectively model business data.
• Design and construct Lightning applications 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 productivity integrations.
• Create fundamental reports and dashboards to highlight key performance metrics.

Course Format

• Interactive lectures and live demonstrations.
• Hands-on guided exercises within a sandbox org environment.
• Real-world scenarios accompanied by a short capstone lab.

Customization Options

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

This instructor-led, live training in Taipei (online or onsite) is designed for beginner to intermediate treasury and finance professionals seeking to reinforce their knowledge, enhance report generation skills, and maximize the use of Dynamics 365 for financial operations.

Upon completing this training, participants will be able to:

• Navigate and customize the Dynamics 365 Finance and Operations interface.
• Generate and analyze financial reports with greater efficiency.
• Manage treasury functions, including cash flow management and bank reconciliations.
• Enhance financial workflows to drive operational efficiency.

Salesforce is 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 aim 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 Taipei (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 Taipei (online or onsite) is designed for beginner to intermediate sales professionals who want to use Salesforce to manage leads, opportunities, accounts, and customer interactions, ultimately increasing deal closure rates and improving sales performance.

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

• Navigate the Salesforce Sales Cloud interface with confidence.
• 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 constructed using Python and JavaScript, featuring a modular architecture designed for creating sophisticated business applications.

This instructor-led live training (available online or onsite) targets intermediate to advanced developers who aim to master Odoo’s backend and frontend frameworks. Key topics include customizing the Python ORM, developing with OWL (Odoo Web Library), and optimizing modules for Barcode and POS systems.

Upon completing this training, participants will be capable of:

• Developing advanced Odoo modules using Python, XML, and JavaScript.
• Customizing and extending Odoo’s backend models, views, and controllers.
• Building and enhancing frontend components using OWL for POS and Barcode modules.
• Securely integrating APIs and third-party systems with Odoo.
• Debugging, testing, and deploying Odoo modules in accordance with 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 customized training for this course, please contact us to arrange it.

This instructor-led, live training in Taipei (online or onsite) targets intermediate to advanced participants aiming to optimize customer service operations using AI and automation, while equipping their teams with cutting-edge tools and strategies.

Upon completing this training, participants will be able to:

• Gain insight into the latest trends in customer service and customer success.
• Utilize AI and automation to enhance customer satisfaction and reduce manual workloads.
• Optimize sales workflows and customer engagement through advanced automation techniques.
• Train teams remotely on modern tools and strategies for achieving customer success and sales goals.
• Develop scalable solutions to improve customer experiences and foster revenue growth.

This instructor-led, live training in Taipei (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 Taipei (online or onsite) is designed for 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 to improve campaign performance.

This instructor-led, live training in Taipei (online or onsite) is designed for participants at the beginner to intermediate level who aim to leverage the MS Dynamics 365 Sales Insights module to develop smarter sales strategies and enhance customer engagement.

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

• Comprehend the features and benefits of the Sales Insights module.
• Apply AI-driven analytics to boost sales performance.
• Customize and configure the module to meet specific business requirements.
• Utilize insights for lead scoring, relationship health analysis, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

This instructor-led live training in Taipei (online or on-site) is designed for beginner-level managers who wish to use Monday.com to manage and automate databases and workflows across multiple departments.

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

• Automate databases and workflows for various 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 Taipei (online or onsite) targets intermediate-level professionals aiming to implement and manage the Odoo Inventory module efficiently across a central warehouse and multiple secondary locations, with a strong emphasis on traceability and scalability.

Upon completing this training, participants will be able to:

• Configure and manage a multi-location warehouse structure within Odoo.
• Monitor internal product movements and optimize transfers between warehouses.
• Record and trace purchase orders from reception through distribution.
• Enable and manage traceability for serial numbers and lots.
• Design a scalable and well-organized inventory system that aligns with industry best practices.

This instructor-led, live training in Taipei (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, live training in Taipei (online or onsite) is aimed at 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 customize the Project and Planning modules to streamline task and resource management.
• Set up and manage Sales and Accounting modules, including Analytics Accounting Plan, to enhance financial tracking and reporting.
• Administer the 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 Taipei (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 Taipei (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 helpdesk platform designed to streamline customer service operations through automation, omnichannel support, ticket tracking, and performance analytics.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level users who wish to effectively configure, manage, and optimize Zoho Desk to support customer service workflows.

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

• Configure and customize the Zoho Desk environment for their team.
• Manage tickets, SLAs, and workflows across multiple support channels.
• Create insightful reports and dashboards to track service performance.
• Implement best practices for automation, change control, and collaboration.

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 Taipei (online or onsite) is designed for business analysts who want to leverage HubSpot services to manage a product life cycle.

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

• Understand the stages of a product life cycle.
• Utilize HubSpot to optimize and manage a product life cycle.
• Determine when to apply the product life cycle in business contexts.

This instructor-led, live training in Taipei (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 Taipei (online or on-site) is designed for consultants seeking to develop intermediate-level skills in managing Peoplesoft applications.

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

• Understanding Peoplesoft concepts and architectural frameworks.
• Configuring and managing server domains.
• Tracing, troubleshooting, and optimizing Peoplesoft system performance.

This instructor-led, live training in Taipei (online or onsite) is aimed at intermediate-level marketing professionals who wish to gain the skills and knowledge required to effectively use Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

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

• Grasp 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 Taipei (online or onsite) targets business analysts seeking to enhance marketing and sales processes via Microsoft Dynamics 365.

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

• Use 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 processes through Microsoft Flow integration.

This instructor-led, live training in Taipei (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 Taipei (online or onsite) is designed for 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 Taipei (available online or on-site), participants will learn how to use Odoo and initiate development projects within the platform 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 with Odoo.
• Maximize the usage of Odoo's features.

This instructor-led live training in Taipei (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 Taipei (online or onsite) targets 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 Taipei (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.

This instructor-led live training in Taipei (online or onsite) is directed 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.

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

This instructor-led, live training in Taipei (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 session, available both onsite and remotely, you will learn to rapidly construct custom applications using Zoho Creator.

Upon completing this training, you will be equipped to:

• Efficiently set up, configure, and operate your Zoho Creator account
• Design forms and dashboards
• Establish workflows and business rules
• Automate routine actions and develop insightful pages

Target Audience

• Developers
• Business managers

Course Format

• Engaging lectures and discussions
• Ample exercises and practice sessions
• Practical implementation within a live laboratory environment

Customization Options

• To request a customized training program for this course, please get in touch with us.