Customer Care in the Age of AI Training Course

Odoo is a powerful open-source ERP framework built on Python and JavaScript, offering a modular architecture for building business applications.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level developers who wish to master Odoo's backend and frontend frameworks, including Python ORM customisation, OWL (Odoo Web Library) development, and module optimisation for Barcode and POS systems.

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

• Develop advanced Odoo modules using Python, XML, and JavaScript.
• Customise and extend Odoo's backend models, views, and controllers.
• Build and enhance frontend components using OWL for POS and Barcode modules.
• Integrate APIs and third-party systems securely with Odoo.
• Debug, test, and deploy Odoo modules following best practices.

Format of the Course

• Interactive lecture and discussion.
• Live coding demonstrations and guided exercises.
• Hands-on module development in a real Odoo environment.

Course Customisation Options

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

This instructor-led, live training in New Zealand (online or on-site) is aimed at marketers who wish to create and optimise 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.
• Optimise 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 New Zealand (delivered online or on-site) is designed for business analysts who wish to leverage HubSpot services to manage a product life cycle.

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

• Understand the stages of a product life cycle.
• Use HubSpot to optimise and manage a product life cycle.
• Identify when to apply the product life cycle framework within business contexts.

In this instructor-led, live training in New Zealand (online or on-site), participants will learn how to use Odoo and begin developing custom solutions within Odoo for their organisation.

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

• Install and configure Odoo.
• Understand the core fundamentals of Odoo.
• Develop their own Odoo modules.
• Integrate third-party tools with Odoo.
• Maximise the use of Odoo's features.

This instructor-led, live training in New Zealand (online or on-site) is aimed at intermediate-level accountants who wish to optimise 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, customisation, and optimisation within Odoo.
• Utilise 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 New Zealand 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.
• Grasp the fundamentals of Odoo.
• Develop their own Odoo modules.
• Integrate third-party tools with Odoo.
• Maximise the use of Odoo's features.

This instructor-led, live training in New Zealand (online or on-site) is aimed at intermediate-level participants who wish to understand the configuration, management, and customisation of Odoo modules to support business operations.

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

• Configure and customise the Project and Planning modules to streamline task and resource management.
• Set up and manage Sales and Accounting modules, including the 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 customisations and integrations.
• Optimise Odoo's functionality to align with organisational needs.

This instructor-led, live training in New Zealand (online or onsite) is aimed at intermediate-level professionals who wish to implement and manage the Odoo Inventory module efficiently across a central warehouse and multiple secondary locations, with strong emphasis on 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 optimise 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-organised inventory system aligned with best practices.

This instructor-led, live training in New Zealand (online or on-site) is designed for end-users who wish to leverage Odoo to streamline and enhance their business operations.

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

• Understand how to implement an Odoo CRM system within their own organisation.
• Plan, analyse, and align business functions and processes with Odoo features.
• Integrate Odoo with other third-party tools and applications.

This instructor-led, live training in New Zealand (available online or on-site) is intended for individuals who wish to utilise Veeva Commercial Cloud Engagement applications to deliver a personalised customer experience across multiple channels.

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

• Personalise 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 designed for life sciences companies.

This instructor-led, live training in New Zealand (available online or onsite) is intended for end-users who wish to use Veeva Vault to more effectively 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 quickly 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
• Abundant exercises and hands-on practice
• Real-world implementation in a live-lab environment

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.

Zoho CRM is a SaaS-based Customer Relationship Management (CRM) system designed for tracking sales, managing contacts, carrying out marketing activities, and engaging customers.

In this instructor-led, live training (either on-site 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 organisation's account efficiently
• Manage users and automate sales processes
• Customise CRM solutions and secure customer data

Audience

• System administrators

Format of the Course

• Interactive lecture and discussion
• Plenty of exercises and practice
• Hands-on implementation in a live-lab environment

Course Customisation Options

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

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 on-site) is aimed at beginner to intermediate-level users who wish to effectively configure, manage, and optimise Zoho Desk to support customer service workflows.

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

• Configure and customise 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.
• Plenty of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.

Zoho CRM is a widely adopted cloud-based platform used to manage customer relationships, automate sales processes, and analyse business performance.

This instructor-led, live training (online or on-site) is aimed at intermediate-level users and administrators who wish to improve their proficiency in managing data, reporting, customisation, and system control within Zoho CRM.

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

• Create and customise 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.
• Plenty of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.