Customer Relationship Management (CRM) Training in Durban

This instructor-led, live training in Durban explores the core concepts and practical fundamentals of Dynamics 365 F&O, enabling developers and support staff to build essential skills for customising ERP functionality, integrating systems, and maintaining solutions in a professional setting.

This live, instructor-led course in Durban delves into the fundamental principles and practical skills of Microsoft Dynamics 365 Customer Service. It empowers intermediate users to deploy multi-channel tools, configure case automation, and craft personalized support journeys.

This instructor-led, live training in Durban (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 maximise the use 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 for better operational efficiency.

This instructor-led live training in Durban, offered either online or onsite, is tailored for beginner to intermediate level participants aiming to elevate their customer service operations using Dynamics 365 Customer Service.

By the end of this course, participants will be capable of:

• Understanding the core features and functionalities of Dynamics 365 Customer Service.
• Setting up and configuring the D365 Customer Service environment.
• Efficiently managing customer interactions and cases.
• Utilising analytics to improve service delivery.
• Integrating Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training session in Durban (online or onsite) is designed for sales professionals from beginner to intermediate levels who wish to leverage Salesforce to manage leads, opportunities, accounts, and customer interactions, thereby increasing deal closure rates and enhancing sales performance.

By the conclusion 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.

This instructor-led training in Durban is designed for intermediate to advanced developers aiming to master Odoo's Python backend and OWL frontend. You will build advanced modules, customise POS and Barcode systems, and integrate APIs through live coding exercises in a real environment.

This instructor-led, live training in Durban (online or onsite) is designed for intermediate to advanced participants seeking to streamline customer care operations using AI and automation, while empowering their teams with contemporary tools and strategies.

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

• Grasp the latest trends in customer care and customer success.
• Enhance sales workflows and customer engagement via advanced automation.
• Train teams remotely on modern tools and strategies for customer success and sales.
• Develop scalable solutions to elevate customer experiences and stimulate revenue growth.

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

By the conclusion of this training, participants will be equipped 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 programs.
• Leverage Pardot’s dynamic content and custom redirects to improve campaign performance.

This instructor-led live training in Durban (online or onsite) targets beginner to intermediate-level participants who wish to utilise MS Dynamics 365 Sales Insights for smarter sales strategies and enhanced 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 Durban (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 various departments, including sales, marketing, HR, and more.
• Integrate WhatsApp via an external API to maintain seamless communication with customers or internal teams.
• Manage statuses and workflows for any area and optimize operations through automation.
• Fully utilize Monday’s WorkManagement, CRM, and WorkForms modules to achieve maximum efficiency.

This instructor-led, live training in Durban (online or onsite) is tailored for intermediate-level professionals seeking to implement and manage the Odoo Inventory module efficiently across a central warehouse and multiple secondary sites, with a strong focus on traceability and scalability.

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

• Configure and manage a multi-location warehouse structure in Odoo.
• Track internal product movements and optimize transfers between warehouses.
• Record and trace purchase orders through the reception and distribution phases.
• Enable and manage serial number and lot-based traceability.
• Design a scalable and well-organized inventory system aligned with industry best practices.

This instructor-led live training in Durban (online or onsite) targets beginner-level sales professionals and administrators who wish to effectively utilise and manage Salesforce Sales Cloud and its administrative features.

By the conclusion 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 for sales insights.
• Implement automation and workflow rules in 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 Durban (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 Durban (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 Durban (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.

Live and instructor-led, this training is offered in Durban (online or on-site) and is designed for business analysts seeking to use HubSpot to manage the product life cycle.

By the end of the programme, participants will be able to:

• Understand the various stages of the product life cycle.
• Apply HubSpot to optimise and manage the product life cycle.
• Identify when product life cycle strategies are most effective in a business setting.

This instructor-led, live training in Durban (online or onsite) targets intermediate-level accountants who wish to optimise their accounting processes by utilising the capabilities of the Odoo accounting module.

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

• Master accounts payable and receivable management features, including automation, customisation, and optimisation within Odoo.
• Leverage Odoo's advanced reporting tools to generate custom financial reports, dashboards, and analyses that facilitate strategic decision-making.
• Configure and manage multiple tax rates, jurisdictions, and budgetary controls effectively within Odoo.
• Establish best practices for handling sensitive financial data, configuring user permissions, and complying with audit requirements.

This instructor-led, live training in Durban (online or onsite) is designed for consultants who wish to acquire intermediate-level skills in managing PeopleSoft applications.

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

• Gain an understanding of PeopleSoft concepts and architecture.
• Configure and manage server domains.
• Trace, troubleshoot, and tune PeopleSoft system performance.

This instructor-led live training in Durban (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 optimise email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and utilise data for targeted marketing efforts.

This instructor-led live training in Durban (online or on-site) is aimed at business analysts who wish to optimise 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 Durban (online or onsite) 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 live, instructor-led training in Durban (available online or on-site) targets intermediate-level customer experience analysts and marketing operations professionals who aim to use Dynamics 365 Customer Insights to consolidate customer data and execute targeted, compliant customer journeys.

By the conclusion of this training, participants will be able to: connect and unify data sources, generate segments and metrics, construct and publish journeys, as well as monitor and troubleshoot outcomes.

In this instructor-led, live training in Durban (online or onsite), participants will learn how to use Odoo and begin developing in Odoo for their organizations.

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

• Install and configure Odoo.
• Grasp the fundamentals of Odoo.
• Develop their own Odoo module.
• Integrate third-party tools into Odoo.
• Make the most of Odoo's features.

This instructor-led, live training in Durban (online or onsite) is aimed at infrastructure engineers, system administrators, and security and support staff who wish to deploy, secure, integrate, administer, and support Odoo 18 Community Edition in production on-premise environments.

This instructor-led live training in Durban (online or on-site) is designed for end-users who want to leverage Odoo to optimise their business operations.

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

• Implement an Odoo CRM system within their organisation.
• Plan, analyse, and map business functions and processes to Odoo features.
• Integrate Odoo with other third-party tools and applications.

This course offers practical instruction on leveraging Odoo to oversee customer relationships, execute marketing campaigns, and construct business dashboards for performance monitoring.

Participants will gain skills in managing leads and opportunities via Odoo CRM, automating marketing tasks such as email campaigns, and developing dashboards to track sales and marketing KPIs. The curriculum focuses on hands-on exercises designed to help attendees streamline workflows, enhance customer engagement, and facilitate data-driven decision-making using Odoo.

This instructor-led live training in Durban (online or onsite) is designed for web developers aiming 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.
• Write Apex test classes to increase code coverage in Salesforce.
• Create and use REST and SOAP web services using Apex.

This instructor-led, live training in Durban (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to 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, customise views and layout, and personalise 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 Durban (online or onsite) is tailored for administrators wishing to utilise Salesforce Lightning for web application development.

By the conclusion of this training, participants will be capable of:

• Building responsive applications with Salesforce Lightning.
• Developing applications with little to no code.
• Creating a Lightning application from scratch.