Online or onsite, instructor-led live CRM (Customer Relationship Management) training courses demonstrate through interactive discussion and hands-on practice the fundamentals and applications of Customer Relationship Management.
CRM training is available as "online live training" or "onsite live training". Online live training (aka "remote live training") is carried out by way of an interactive, remote desktop. San José onsite live Customer Relationship Management (CRM) trainings can be carried out locally on customer premises or in NobleProg corporate training centers.
NobleProg -- Your Local Training Provider
San Jose - Plaza Roble Las Terrazas
Centro Corporativo Plaza Roble, San José, Costa rica
The San Jose Plaza Roble Las Terrazas Center is situated in one of six buildings connected by covered walkways that make up the secure Plaza Roble complex. With direct access to a major highway intersection, it is easy to get to downtown San Jose, 7km away, and a 15-minute drive to the international airport.
San Jose - Boulevard Dent
6184 Boulevard Dent San Jose San Pedro , San Jose, Costa rica, 11501
Create a fresh headquarters for your company in Costa Rica, featuring fully equipped office facilities at 6184 Boulevard Dent. Dive right into operations in the rapidly expanding capital, situated within the vibrant business hub of The Alameda. Benefit from convenient access to public transportation via bus and train for commuting, as well as the attractions of Downtown San Jose.
This instructor-led, live training in San José (online or onsite) is aimed at beginner-level to intermediate-level treasury and finance professionals who wish 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 San José (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 San José (online or onsite) is aimed at beginner-level to intermediate-level sales professionals 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.
This instructor-led, live training in San José (online or onsite) is aimed at intermediate-level to advanced-level participants who wish to optimize 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:
Understand the latest trends in customer care and customer success.
Leverage AI and automation to improve 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.
Create scalable solutions to improve customer experiences and drive revenue growth.
This instructor-led, live training in San José (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 San José (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.
Leverage Pardot’s dynamic content and custom redirects for better campaign performance.
This instructor-led, live training in San José (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to utilize the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved 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 San José (online or onsite) is aimed at 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 San José (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 San José (online or onsite) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.
By the end of this training, 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 San José (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 San José (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 San José (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.
This instructor-led, live training in San José (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.
This instructor-led, live training in San José (online or onsite) is aimed at beginner-level to intermediate-level IT professionals who wish to learn how to use Microsoft Dynamics 365 Customer Insights to create and manage marketing campaigns, optimize customer experiences, and deliver marketing insights. It is aligned to the MB-220 Exam, which is the certification exam for Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant.
By the end of this training, participants will be able to:
Understand the core concepts and benefits of Microsoft Dynamics 365 Customer Insights.
Unify, enrich, and analyze customer data using Customer Insights.
Create and manage segments, lists, forms, pages, leads, contacts, accounts, email messages, customer journeys, events, webinars, and surveys.
Integrate Customer Insights with other applications and services.
Monitor and optimize marketing performance and customer satisfaction.
This instructor-led, live training in San José (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 San José (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 San José (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:
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.
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
This instructor-led, live training at [your location] (online or in-person) is aimed at business administrators and mid-level IT professionals who want to use Dolibarr ERP/CRM to optimize their business processes and improve operational efficiency.
At the end of this training, participants will be able to:
Install and configure Dolibarr ERP/CRM.
Set up Dolibarr as a standalone application or on a cloud server.
Customize basic settings to align with the specific needs of your business.
Manage user accounts and permissions to ensure secure access to the ERP/CRM system.
Manage and integrate Dolibarr core modules.
Use customer relationship management (CRM) tools to maintain and improve customer interactions.
Efficiently handle inventory and warehouse management using Dolibarr's integrated modules.
Oversee the entire sales and purchasing cycle from quote to payment.
Automate business processes and generate reports.
Set up workflows for common tasks to reduce manual effort and potential errors.
Create complete financial and analytical reports that help in making strategic decisions.
Extend Dolibarr with additional modules and customization.
Install and configure additional modules to extend the functionality of Dolibarr according to the specific needs of the company.
Adapt and customize interfaces and processes to maximize the usability and efficiency of Dolibarr.
This instructor-led, live training in San José (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365.
By the end of this training, participants will be able to:
Use the different modules in Microsoft Dynamics 365 to manage process flows.
Integrate the Power Platform into Microsoft Dynamics 365.
Structure different common data models such as records, segment charts, and more.
Automate processes with Microsoft Flow integration.
This instructor-led, live training in San José (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.
In this instructor-led, live training in San José (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:
This instructor-led, live training in San José is aimed at system administrators who wish to install, configure, and manage an Odoo system.
By the end of this training, participants will be able to:
This instructor-led, live training in San José (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.
In this instructor-led, live training in San José (online or onsite), 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.
This instructor-led, live training in San José (online or onsite) is aimed at 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.
Ceate and use REST and SOAP web services using Apex.
This instructor-led, live training in San José (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 San José (online or onsite) is aimed 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.
This instructor-led, live training in San José (online or onsite) is aimed at persons who wish to use 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.
Veeva Vault is a cloud-based content management platform and suite of applications aimed at life sciences companies.
This instructor-led, live training in San José (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-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.
Zoho CRM is a SaaS-based Customer Relationship Management (CRM) system for tracking sales, managing contacts, conducting marketing activities, and engaging customers.
In this instructor-led, live training (onsite or remote), participants will learn how to set up and manage a Zoho CRM system.
By the end of this training, participants will be able to:
Set up, configure and run their organization's account efficiently
Manage users and automate sales processes
Customize CRM solutions and secure customer data
Audience
System administrators
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 online, instructor-led training is designed for intermediate level individuals who want to use Zoho to optimize their business processes. Upon completion of this training, participants will be able to:
Install and configure Zoho.
Manage projects and tasks in Zoho.
Collaborate effectively using Zoho communication tools.
Automate processes and workflows in Zoho.
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Testimonials (11)
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
Practical course applied to the needs of our company
Rodrigo Castro - Grupo Colon 2000
Course - Monday.com
Machine Translated
Opportunities to work at our pace, answered lots of questions, pleasant trainer
- Chester Beatty
Course - HubSpot CRM
I learnt that we underutilize the system we work on and enjoyed every apsect.
Tracy Rehman - Financial Planning Institute
Course - Microsoft Dynamics 365 Customer Insights (MB-220)
Fortunately I was 1 on 1 with my trainer. This was very good. Victor worked at my pace, he explained things clearly and I was very happy with the outcome.
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
It gave me a new perspective on CRM the last time I had training on this was 10 years ago and this was a brilliant opportunity to refresh and see some new skills
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