Customer Relationship Management (CRM) Training in Oslo

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

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

Upon completing this training, participants will be equipped to:

• Configure a development environment using Visual Studio and X++.
• Develop forms, classes, tables, and workflows within F&O.
• Implement business logic through events, permissions, and validations.
• Generate custom reports and extend existing functionality.
• Integrate external services via REST APIs and OData.
• Test, debug, and optimize performance in the F&O environment.
• Handle data migrations and manage ongoing system updates.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical practice.
• Hands-on implementation within a live-lab environment.

Course Customization Options

• To arrange customized training for this course, please contact us.

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 offers a robust solution for overseeing customer support, service operations, and omnichannel interactions.

This instructor-led, live training (available online or onsite) targets intermediate users seeking to implement and configure customer service solutions using Dynamics 365 Customer Service.

Upon completing 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.
• Design personalized customer experiences using surveys and analytics.
• Integrate AI assistants and IoT devices for proactive support scenarios.

Course Format

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

Course Customization Options

• For customized training requests, please contact us to arrange.

Salesforce is a top-tier CRM platform designed to monitor, optimize, and expand sales performance.

This instructor-led, live training (available online or onsite) targets intermediate-level sales professionals looking to enhance their selling effectiveness through contemporary, high-impact sales strategies backed by Salesforce.

Upon completing this training, participants will be able to:

• Implement modern cold-calling strategies that drive engagement.
• Utilize proven scripts to boost conversion rates.
• Establish rapport swiftly using psychological and interpersonal connection techniques.
• Leverage Salesforce to track activities and accelerate results.

Course Format

• Live demonstrations and guided discussions.
• Hands-on practice with 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 comprehensive business operations, encompassing warehouse and inventory management. By leveraging enhanced integration capabilities and specialized add-ons like Warehouse Insight, BC facilitates efficient warehouse operations, license plating, and operational automation throughout the enterprise.

This instructor-led, live training (available online or onsite) targets intermediate-level warehouse operations teams, ERP consultants, and systems professionals aiming to implement or optimize warehouse management within Dynamics 365 Business Central. The curriculum emphasizes best practices, mobile device utilization, and robust quality integration workflows.

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

• Configure and manage warehouse operations within Dynamics 365 Business Central.
• Leverage Warehouse Insight for real-time mobile execution of warehouse tasks.
• Implement license plating and traceability mechanisms to improve inventory control.
• Integrate equipment calibration, test requests, and quality control processes into ERP workflows.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical practice.
• Hands-on implementation within a live-lab environment.

Customization Options

• For customized training requests, please contact us to arrange details.

Salesforce stands as a premier cloud-based CRM platform, empowering organizations to effectively manage customer relationships, streamline processes, and foster better collaboration. This practical, hands-on curriculum focuses on essential configuration techniques, the design of objects and applications, and the implementation of automation via Workflows, Process Builder, and Flow, alongside productivity enhancements to help teams operate more efficiently.

Delivered by an instructor through live online or onsite sessions, this course is designed for beginner to intermediate-level administrators, business users, and team leads who aim to configure their Salesforce environment, automate routine processes, and boost overall user productivity.

Upon completion of this training, participants will gain the ability 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.
• Develop automation using Flow and other process automation tools to streamline operational tasks.
• Activate productivity and collaboration features, including Lightning Experience, Chatter, and relevant productivity integrations.
• Generate basic reports and dashboards to highlight key performance metrics.

Course Format

• Interactive lectures combined with live demonstrations.
• Guided, hands-on exercises conducted within a sandbox environment.
• Real-world case studies and a brief capstone lab exercise.

Options for Course Customization

• For a tailored version focusing on Sales Cloud, Service Cloud, or custom objects, please reach out to us to arrange your specific requirements.

This instructor-led, live training session in Oslo (available online or on-site) is designed for beginner to intermediate 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.

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

This instructor-led, live training (available online or onsite) targets intermediate-level professionals in the insurance and leasing sectors who aim to configure, extend, and optimize Salesforce to manage offerings, automate claims processes, and handle complete policy lifecycles.

Upon completion 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 throughout their full lifecycle.
• Adapt Salesforce to meet the regulatory and operational requirements of insurance and leasing.

Course Format

• Interactive lecture and discussion.
• Hands-on practice with Salesforce Insurance tools and configurations.
• Guided exercises focusing on product creation, claims workflows, and policy automation.

Course Customization Options

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

This instructor-led, live training in Oslo (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 Oslo (online or on-site) is designed for beginner to intermediate 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.

Odoo is a robust open-source ERP framework built on Python and JavaScript, providing a modular architecture for creating business applications.

This instructor-led, live training (available online or onsite) is designed for intermediate to advanced developers who aim to master Odoo’s backend and frontend frameworks. The curriculum covers Python ORM customization, OWL (Odoo Web Library) development, and module optimization for Barcode and POS systems.

Upon completing this training, participants will be able to:

• Create advanced Odoo modules using Python, XML, and JavaScript.
• Customize and extend Odoo’s backend models, views, and controllers.
• Build and enhance frontend components for POS and Barcode modules using OWL.
• Securely integrate APIs and third-party systems with Odoo.
• Debug, test, and deploy Odoo modules in accordance with best practices.

Course Format

• Interactive lectures and discussions.
• Live coding demonstrations and guided exercises.
• Practical module development within a real Odoo environment.

Course Customization Options

• To request a customized training version of this course, please contact us to make arrangements.

This instructor-led, live training in Oslo (online or onsite) is designed for intermediate to advanced participants who aim to streamline customer care operations through AI and automation, while equipping their teams with cutting-edge tools and strategies.

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

• Grasp the latest trends in customer care and customer success.
• Utilize AI and automation to enhance customer satisfaction and reduce operational burdens.
• Optimize sales workflows and customer engagement through advanced automation techniques.
• Train teams remotely on modern tools and strategies for customer success and sales.
• Develop scalable solutions to elevate customer experiences and drive revenue growth.

This instructor-led, live training in Oslo (online or onsite) is designed for participants at the beginner to intermediate level who aim to gain a thorough understanding of Dynamics 365 Sales and effectively utilize the platform to improve their sales operations.

Upon completing this training, participants will be able to:

• Comprehend 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 inform sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led live training in Oslo (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 sophisticated 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 Oslo (online or onsite) is designed for beginner to intermediate learners aiming to use the MS Dynamics 365 Sales Insights module to drive smarter sales strategies and enhance customer engagement.

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

• Comprehend the key features and advantages of the Sales Insights module.
• Utilize AI-driven analytics to improve sales outcomes.
• Tailor and configure the module to meet specific business requirements.
• Apply insights for lead scoring, assessing relationship health, and managing the sales pipeline.
• Integrate Sales Insights with other Dynamics 365 modules and external tools.

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

Upon completing this training, participants will be able to:

• Automate databases and workflows for various departments, such as sales, marketing, and HR.
• Integrate WhatsApp via an external API to sustain communication with customers or internal teams.
• Oversee statuses and workflows for any operational area and optimize processes through automation.
• Maximize efficiency by fully utilizing Monday’s WorkManagement, CRM, and WorkForms modules.

This instructor-led, live training in Oslo (online or on-site) is designed for intermediate-level professionals seeking to efficiently implement and manage the Odoo Inventory module across a central warehouse and several secondary locations, with a strong focus on traceability and scalability.

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

• Configuring and managing a multi-location warehouse structure within Odoo.
• Monitoring internal product movements and optimizing inter-warehouse transfers.
• Recording and tracing purchase orders from reception through to distribution.
• Activating and managing traceability for serial numbers and lot codes.
• Designing a scalable and well-organized inventory system aligned with industry best practices.

This instructor-led, live training in Oslo (online or onsite) targets 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 Norway (online or onsite) targets intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.

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

• Develop a thorough understanding of Dynamics 365.
• Install, configure, and manage various Dynamics 365 components.
• Evaluate current business processes and propose optimization strategies using Dynamics 365 features.
• Handle migrations and updates within the Dynamics 365 environment.

This instructor-led, live training in Oslo (online or onsite) targets intermediate-level participants seeking to understand the configuration, management, and customization of Odoo modules to support business operations.

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

• Configure and tailor the Project and Planning modules to streamline task and resource management.
• Set up and oversee Sales and Accounting modules, including the Analytics Accounting Plan, to improve financial tracking and reporting.
• Administer the Employee and Contact modules to enhance HR and CRM processes.
• Utilize the Settings module to implement system-wide customizations and integrations.
• Optimize Odoo’s functionality to align with organizational requirements.

This instructor-led, live training in Oslo (online or onsite) 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 Oslo (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 customer service platform engineered to optimize support operations through automation, omnichannel capabilities, ticket management, and performance analytics.

This instructor-led live training, available online or on-site, is tailored for beginner to intermediate users who aim to effectively configure, manage, and optimize Zoho Desk to enhance their customer service workflows.

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

• Configure and customize the Zoho Desk environment to suit their team's needs.
• Manage tickets, SLAs, and workflows across various support channels.
• Develop insightful reports and dashboards to monitor service performance.
• Apply best practices for automation, change control, and team collaboration.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical application.
• Hands-on implementation within a live lab environment.

Customization Options

• For customized training requests, please contact us to arrange your session.

This instructor-led, live training in Oslo (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 Oslo (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:

• Understand the accounts payable and receivable management features, including automation, customization, and optimization within Odoo.
• Use 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.
• Establish best practices for managing sensitive financial data, setting up user permissions, and adhering to audit requirements.

This instructor-led live training in Oslo (online or onsite) is designed for consultants aiming to acquire 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 tune Peoplesoft system performance.

This instructor-led live training in Oslo (online or onsite) is designed for intermediate-level marketing professionals aiming to master the skills necessary for effective digital marketing and customer engagement using Salesforce Marketing Cloud.

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

• Comprehend the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Master the creation, management, and optimization of email, social, mobile, and advertising campaigns via Marketing Cloud.
• Handle data within Marketing Cloud, build segmented audiences, and apply 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.

Course Aims

This course on Customer Relationship Management (CRM) is tailored for professionals in sales or business development. It focuses on refining existing customer service capabilities and introducing new strategies to elevate the overall customer experience.

Course Objectives:

Upon completion of this course, you will be able to:

• Refine your current customer service skills and acquire new techniques to enhance client experiences.
• Recognize your influence on customers and discover methods to strengthen that impact.
• Grasp the core principles of ‘The Likeable Organisation’ and apply them in practice.
• Apply a comprehensive ‘toolkit’ designed to foster strong customer relationships.
• Appreciate the critical role CRM plays in achieving business success.
• Demonstrate how effective CRM practices drive improvements in business performance.

Learning Outcomes

By the end of this course, you will:

• Develop a concrete action plan for immediate implementation upon returning to work, allowing you to apply your new skills right away and boost your effectiveness in managing customer relationships.
• Evaluate your personal impact on customers and establish clear strategies for improvement.
• Utilize a dedicated ‘toolkit’ that supports the creation of effective customer relationships, positioning you as a strategic partner in the eyes of your clients.
• Clearly articulate how robust CRM efforts contribute to superior business performance.

This instructor-led, live training in Oslo (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 Oslo (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 Oslo (online or onsite) 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 Oslo (online or onsite), participants will learn how to utilize Odoo and begin developing for their organizations.

Upon completing this training, participants will be able to:

• Install and set up Odoo.
• Grasp the core principles of Odoo.
• Develop their own Odoo modules.
• Integrate third-party tools with Odoo.
• Maximize the utilization of Odoo’s features.

This instructor-led, live training in Oslo 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:

• Install, configure, and manage Odoo.
• Understand the fundamentals of Odoo.
• Create their own Odoo modules.
• Integrate third party tools with Odoo.
• Maximize the usage of Odoo's features.

This instructor-led, live training in Oslo (online or onsite) is designed for end-users who want to leverage Odoo to optimize their business operations.

Upon completion 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 Oslo (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 Oslo (online or onsite) targets web developers seeking to create real-time applications using Salesforce Development.

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

• Construct real-time applications using the Apex programming language.
• Develop Apex test classes to improve code coverage in Salesforce.
• Create and utilize REST and SOAP web services using Apex.

This instructor-led live training in Oslo (online or onsite) is designed for marketing staff, sales staff, and customer service representatives who wish to learn how 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, 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 Oslo (online or onsite) is tailored for administrators aiming to use Salesforce Lightning to develop web applications.

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

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

This instructor-led live training in Oslo (online or onsite) is designed for individuals wishing 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.
• Align sales territories using Veeva Align.

Veeva Vault is a cloud-based content management platform and application suite designed for life sciences companies.

This instructor-led live training in Oslo (online or onsite) is intended for end-users who want to leverage Veeva Vault to improve the management of life science documents and data.

Upon completion of this training, participants will be capable of managing documents, tracking product information, and collaborating effectively with other team members.

Zoho Creator is a SaaS-based platform for developing enterprise-grade applications that operate across all devices.

In this instructor-led, live training (onsite or remote), participants will learn how to build a custom application rapidly using Zoho Creator.

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

• Efficiently set up, configure, and run their Zoho Creator account
• Create forms and dashboards
• Define workflows and business rules
• Automate repetitive actions and build informative pages

Audience

• Developers
• Business managers

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 customized training for this course, please contact us to arrange.

Zoho CRM is a cloud-based Customer Relationship Management (CRM) platform designed for tracking sales, managing contacts, executing marketing initiatives, and engaging with customers.

In this instructor-led live training (available onsite or remotely), participants will learn how to set up and manage a Zoho CRM environment.

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

• Efficiently set up, configure, and operate their organization's account
• Manage users and automate sales processes
• Customize CRM solutions and safeguard customer data

Audience

• System administrators

Course Format

• Interactive lectures and discussions
• Numerous exercises and practice sessions
• Hands-on implementation in a live lab environment

Course Customization Options

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