Customer Relationship Management (CRM) Training in Christchurch

Microsoft Dynamics 365 Finance & Operations includes a comprehensive development environment for customising ERP functionality and integrating with external systems.

This instructor-led, live training (online or on-site) is aimed at intermediate- to advanced-level developers and technical support personnel who wish to develop, maintain, and support solutions in Microsoft Dynamics 365 Finance & Operations.

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

• Set up a development environment using Visual Studio and X++.
• Develop forms, classes, tables, and workflows in F&O.
• Implement business logic using events, permissions, and validations.
• Create custom reports and extend existing functionality.
• Integrate external services using REST APIs and OData.
• Test, debug, and optimise performance in the F&O environment.
• Manage data migrations and ongoing system updates.

Format of the Course

• Interactive lecture and discussion.
• Abundant exercises and practice opportunities.
• 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.

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 (delivered online or on-site) is tailored for intermediate to advanced-level ERP users and internal support teams who need to gain a solid understanding of the functional capabilities of Microsoft Dynamics 365 F&O, specifically within the Finance and Supply Chain modules.

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

• Navigate and configure core functionalities across Finance and Supply Chain Management.
• Manage vendor, customer, and tax-related information within the system.
• Create, track, and process purchase orders, invoices, and payments.
• Execute inventory and logistics workflows using the platform.
• Understand key process flows in procurement and accounting.
• Support business users through effective functional configuration and error resolution.

Course Format

• Interactive lectures and group discussions.
• Numerous hands-on exercises and practical activities.
• Real-world implementation practice in a live lab environment.

Customisation Options

• To request a customised version of this course, please contact us to arrange.

Microsoft Dynamics 365 Customer Service is a comprehensive solution for managing customer support, service operations, and omnichannel engagement.

This instructor-led, live training (available online or on-site) 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 the agent workspace.
• Create personalised customer experiences using surveys and analytics.
• Integrate AI assistants and IoT devices for proactive support scenarios.

Course Format

• Interactive lectures and discussions.
• Abundant exercises and hands-on practice.
• Practical implementation in a live lab environment.

Course Customisation Options

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

Salesforce is a leading CRM platform used to track, optimize, and scale sales performance.

This instructor-led, live training (online or onsite) is aimed at intermediate-level sales practitioners who wish to improve their selling performance through modern, high-impact sales techniques supported by Salesforce.

Upon completing this training, participants will be able to:

• Apply modern cold calling strategies that boost engagement.
• Use proven scripts to increase conversion rates.
• Build rapport quickly using psychological and human-connection techniques.
• Leverage Salesforce to track activities and accelerate results.

Format of the Course

• Live demonstrations and guided discussions.
• Hands-on practice using real-world sales scenarios.
• Interactive exercises within a live Salesforce environment.

Course Customisation Options

• Customisation of examples, scenarios, and exercises is available upon request.

Microsoft Dynamics 365 Business Central (BC) is a modern ERP solution that supports 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 designed for intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimise warehouse management in Dynamics 365 Business Central using best practices, mobile devices, and integrated quality 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 into ERP workflows.

Course Format

• Interactive lecture and discussion.
• Abundant exercises and practice opportunities.
• 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.

As a premier cloud-based CRM platform, Salesforce empowers organisations to manage customer relationships, streamline processes, and enhance teamwork. This practical, hands-on course delves into core configuration, object and application design, automation via Workflows, Process Builder, and Flow, alongside productivity tools designed to help teams operate more intelligently.

Delivered as an instructor-led, live session (available online or onsite), this training is tailored for beginner to intermediate-level administrators, business users, and team leads who wish to configure Salesforce, automate routine processes, and boost user productivity.

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

• Configure objects, fields, page layouts, and record types to accurately model business data.
• Design and construct Lightning applications and pages using the Lightning App Builder.
• Establish automation using Flow and other process automation tools to streamline tasks.
• Activate productivity and collaboration features, including Lightning Experience, Chatter, and productivity integrations.
• Construct basic reports and dashboards to highlight key metrics.

Course Format

• Interactive lectures and demonstrations.
• Guided hands-on exercises within a sandbox environment.
• Real-world scenarios coupled with a short capstone lab.

Course Customisation Options

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

This instructor-led, live training in Christchurch (online or on-site) is designed for beginner to intermediate-level treasury and finance professionals who want to strengthen their knowledge, improve report generation, and get the most out of Dynamics 365 for financial operations.

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

• Navigate and customise the Dynamics 365 Finance and Operations interface.
• Generate and analyse financial reports efficiently.
• Manage treasury functions, including cash flow and bank reconciliations.
• Enhance financial workflows to improve operational efficiency.

Salesforce is a powerful cloud platform that supports the entire insurance lifecycle—from quoting and sales to claims management and policy administration.

This instructor-led, live training (online or on-site) is designed for intermediate-level professionals in the insurance and leasing sectors who wish to configure, extend, and optimise Salesforce to manage product offerings, automate claims processing, 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 handling, event registration, and payment automation.
• Model insurance products and administer policies across their entire lifecycle.
• Adapt Salesforce to meet regulatory and operational requirements specific to insurance and leasing.

Course Format

• Interactive lectures and group discussions.
• Hands-on practice with Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customisation Options

• To request a customised training session tailored to your specific insurance or leasing products, please contact us to arrange.

This instructor-led, live training in Christchurch (online or on-site) is designed for beginner 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.
• Utilise analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Christchurch (online or on-site) is aimed at beginner 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 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 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 Christchurch (online or onsite) is aimed at intermediate-level to advanced-level participants who wish to optimise 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.
• Optimise 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 Christchurch (available online or on-site) is tailored for participants at beginner to intermediate levels who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively leverage the platform to enhance their sales operations.

By the conclusion 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.
• Leverage data and analytics to drive informed sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led, live training in Christchurch (online or onsite) is designed for intermediate-level marketing analysts and professionals looking to refresh and expand their Pardot expertise, with a focus on advanced reporting, dashboards, and engagement strategies.

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

• Optimise Pardot for advanced email marketing and engagement tactics.
• Master the creation and analysis of reports and dashboards.
• Enhance prospect assignment strategies and engagement programmes.
• Leverage Pardot’s dynamic content and custom redirects to improve campaign performance.

This instructor-led, live training in Christchurch (online or on-site) is designed for beginner to intermediate-level participants who wish to leverage the MS Dynamics 365 Sales Insights module to develop smarter 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 boost sales performance.
• Customise and configure the module to meet specific business needs.
• Leverage insights for lead scoring, relationship health assessment, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

This instructor-led, live training in Christchurch (online or on-site) is designed for beginner-level managers who wish to leverage 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 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 optimise operations using automation.
• Fully utilise Monday’s WorkManagement, CRM, and WorkForms modules for maximum efficiency.

This instructor-led, live training in Christchurch (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 Christchurch (online or on-site) 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 utilise Salesforce Sales Cloud effectively.
• Manage leads, accounts, contacts, opportunities, and cases.
• Generate reports and dashboards to gain sales insights.
• Implement automation and workflow rules within Salesforce.
• Customise 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 Christchurch (online or on-site) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organisations.

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.
• Analyse existing business processes and make recommendations for optimisation using Dynamics 365 functionalities.
• Manage migrations and updates within Dynamics 365.

This instructor-led, live training in Christchurch (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 Christchurch (online or on-site) is aimed at beginner-level project managers who wish to use OpenText Exstream v16 to design, implement, and manage personalised 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 personalised customer communications with Exstream Design Manager.
• Navigate the OpenText Support Portal for resources, software, and ticket management.

This instructor-led, live training in Christchurch (available online or onsite) is designed for intermediate-level developers who wish to learn how to design, develop, and deploy responsive and dynamic email templates tailored to a variety of Salesforce marketing campaigns.

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

• Use HTML5 and CSS3 to design and develop responsive, accessible, and interactive email templates that deliver optimal performance across a range of devices and email clients within the Salesforce ecosystem.
• Leverage Salesforce data to create personalised email experiences.
• Test, deploy, and analyse email campaigns within Salesforce, including using analytics to inform decisions and optimise future campaigns for improved 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 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.

This instructor-led, live training in Christchurch (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.

This instructor-led, live training in Christchurch (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 Christchurch (delivered online or on-site) is designed for consultants who wish to develop intermediate-level skills in managing PeopleSoft applications.

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

• Understand PeopleSoft concepts and architecture.
• Configure and manage server domains.
• Trace, troubleshoot, and optimise PeopleSoft system performance.

This instructor-led, live training in Christchurch (online or on-site) is designed for intermediate-level marketing professionals who want to gain the skills and knowledge needed to effectively use Salesforce Marketing Cloud for end-to-end 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 optimise email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and leverage data for targeted marketing initiatives.

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.

This CRM course is crafted for professionals in sales, business development, and customer service to elevate their existing customer service expertise and master advanced techniques that enrich the customer journey. Through interactive workshops, behavioural coaching, and real-world scenario simulations, participants will master the frameworks necessary to transition from transactional interactions to strategic, long-term customer partnerships that deliver measurable business growth.

This instructor-led, live training in Christchurch (online or on-site) is designed for business analysts seeking to optimise marketing and sales processes using Microsoft Dynamics 365.

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

• Leverage the various modules within Microsoft Dynamics 365 to manage process flows effectively.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure common data models, including records, segment charts, and more.
• Automate business processes through Microsoft Flow integration.

This instructor-led, live training in Christchurch (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 Christchurch (online or on-site) is aimed at 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 Christchurch (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 Christchurch 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 Christchurch (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.

In this instructor-led, live training in Christchurch (online or on-site), participants will explore the architecture, design, and operational features of Salesforce CPQ by walking through the setup, configuration, and maintenance of a sample Salesforce CPQ installation.

This instructor-led, live training in Christchurch (delivered online or on-site) is designed for 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 Christchurch (online or on-site) is designed for marketing staff, sales staff, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities to better serve their customers.

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

• Set up their Salesforce account to manage their profile, track activities, customise views and layouts, and personalise settings.
• Use Salesforce features and tools to attract, acquire, and service existing and potential customers.
• Create reports and dashboards to generate valuable analytics and insights for the business.

This instructor-led, live training in Christchurch (online or on-site) is designed for administrators who want to use Salesforce Lightning to develop web applications.

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

• Build responsive applications using Salesforce Lightning.
• Develop applications with minimal or no coding.
• Create a Lightning application from the ground up.

This instructor-led, live training in Christchurch (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 Christchurch (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.