Customer Relationship Management (CRM) Training in Melbourne

Microsoft Dynamics 365 Finance & Operations provides a robust development environment designed for customising ERP functionality and integrating with external systems.

This instructor-led, live training (available online or onsite) is targeted at intermediate to advanced developers and technical support professionals who wish to develop, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

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

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

Course Format

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

Course Customisation Options

• To request a tailored 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 (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 provides a robust solution for handling customer support, service operations, and omnichannel engagement.

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

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

• Configure and manage case automation, queues, and routing logic.
• Implement omnichannel tools including chat, SMS, and the agent workspace.
• Create personalised customer experiences using surveys and analytics.
• Integrate AI assistants and IoT devices for proactive support scenarios.

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 a tailored training for this course, please contact us to arrange.

Salesforce is a leading CRM platform used to track, optimise, 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 Customization Options

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

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution designed to support end-to-end business operations, including comprehensive warehouse and inventory management. By leveraging enhanced integration capabilities and add-ons such as Warehouse Insight, BC facilitates efficient warehouse operations, license plating, and operational automation across the enterprise.

This instructor-led live training, available online or onsite, targets intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimise warehouse management within Dynamics 365 Business Central. The course focuses on applying best practices, utilising mobile devices, and establishing robust quality integration workflows.

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

• Set up and manage warehouse operations within Dynamics 365 Business Central.
• Utilise Warehouse Insight for real-time mobile execution of warehouse tasks.
• Implement license plating and traceability mechanisms to enhance 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.

Course Customisation Options

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

Salesforce is a premier cloud-based CRM platform that empowers organisations to manage customer relationships, automate business processes, and enhance collaboration. This practical, hands-on course covers core configuration, object and application design, automation via Workflows, Process Builder, and Flow, alongside productivity features to help teams work more efficiently.

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

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

• Configure objects, fields, page layouts, and record types to model business data effectively.
• Design and build Lightning apps and pages using the Lightning App Builder.
• Create automation using Flow and process automation tools to streamline tasks.
• Enable productivity and collaboration features such as Lightning Experience, Chatter, and productivity integrations.
• Build basic reports and dashboards to surface key metrics.

Format of the Course

• Interactive lecture and demonstration.
• Hands-on guided exercises in a sandbox org.
• Real-world scenarios and a short capstone lab.

Course Customization Options

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

This instructor-led, live training in Melbourne (online or onsite) is designed for beginner 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.

Salesforce serves as a robust cloud platform that supports the entire insurance lifecycle—spanning from quoting and sales through to claims management and policy administration.

This instructor-led, live training (available online or onsite) is designed for intermediate-level professionals in the insurance and leasing sector who wish to configure, extend, and optimise Salesforce to manage offerings, automate claims, 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, event registration, and payment automation.
• Model insurance products and administer policies across their full lifecycle.
• Adapt Salesforce to meet regulatory and operational needs in insurance and leasing.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customisation Options

• To request a customised training for this course based on your insurance or leasing products, please contact us to arrange.

This instructor-led, live training in Melbourne (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.
• Utilise analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Melbourne (available online or onsite) is targeted at beginner to intermediate sales professionals looking to utilise Salesforce for managing leads, opportunities, accounts, and customer interactions, thereby boosting deal closure rates and enhancing sales performance.

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

• Confidently navigate the Salesforce Sales Cloud interface.
• Effectively manage leads, contacts, accounts, and opportunities.
• Utilise Salesforce tools to streamline workflows and monitor performance.
• Leverage reports and dashboards to gain valuable insights into the sales pipeline.

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

This instructor-led, live training (available online or onsite) targets intermediate to advanced developers who wish 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.

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

• Develop sophisticated Odoo modules using Python, XML, and JavaScript.
• Customize and extend Odoo's backend models, views, and controllers.
• Construct 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 in accordance with 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 Customization Options

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

This instructor-led, live training in Melbourne (online or onsite) is designed for intermediate to advanced participants looking to optimise customer care operations using AI and automation, whilst equipping their teams with the latest tools and strategies.

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

• Grasp the latest trends in customer care and customer success.
• Harness AI and automation to enhance customer satisfaction and reduce workloads.
• Optimise sales workflows and customer engagement through advanced automation.
• Train teams remotely on modern tools and strategies for customer success and sales.
• Develop scalable solutions to improve customer experiences and drive revenue growth.

This instructor-led, live training in Melbourne (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.
• Utilise data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

This instructor-led, live training in Melbourne (online or onsite) is designed for intermediate-level marketing analysts and professionals seeking to refresh and enhance their Pardot capabilities, focusing on advanced reporting, dashboards, and engagement strategies.

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

• Optimise Pardot for sophisticated 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 Melbourne (available online or onsite) is designed for participants at beginner to intermediate levels who wish to leverage the MS Dynamics 365 Sales Insights module to develop smarter sales strategies and improve customer engagement.

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

• Grasp the key features and benefits of the Sales Insights module.
• Apply AI-driven analytics to boost sales performance.
• Customise and configure the module to meet specific business requirements.
• Utilise insights for lead scoring, assessing relationship health, and managing the sales pipeline.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

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

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

• Automate databases and workflows for various departments (such as sales, marketing, HR, etc.).
• Integrate WhatsApp via 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 to maximise efficiency.

This instructor-led, live training in Melbourne (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 optimize 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-organized inventory system aligned with best practices.

This instructor-led, live training in Melbourne (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 Melbourne (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 Melbourne (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 Melbourne (online or onsite) targets intermediate developers seeking 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 optimised for performance across various 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 the use of analytics to inform decisions and optimise future campaigns for better 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 onsite) is aimed at beginner-level to intermediate-level users who wish to effectively configure, manage, and optimize 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.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

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

This instructor-led live training in Melbourne (online or onsite) is designed for business analysts wishing to utilise HubSpot services to manage the 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 optimise and manage a product life cycle.
• Know when to apply the product life cycle in businesses.

This instructor-led, live training in Melbourne (online or onsite) 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 Melbourne (online or on-site) is designed for consultants looking 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, available in Melbourne (online or onsite), is targeted at intermediate-level marketing professionals seeking to develop the competencies required to effectively utilise Salesforce Marketing Cloud for comprehensive digital marketing and customer engagement.

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

• Comprehend the features, functionalities, and architecture of Salesforce Marketing Cloud.
• Learn to create, manage, and optimise email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, establish segmented audiences, and apply data insights 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.

This instructor-led live training in Melbourne (online or onsite) 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 Melbourne (online or onsite) is designed for marketers who wish to create and optimise sales and marketing processes using HubSpot CRM.

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

• Utilise HubSpot meeting tools to schedule appointments.
• Optimise business operations with HubSpot CRM.
• Create comprehensive dashboards and reports for data analysis.
• Automate sales and marketing workflows.

This live, instructor-led training in Melbourne (online or onsite) is designed for 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 Melbourne (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:

• Install and configure Odoo.
• Understand the fundamentals of Odoo.
• Create their own Odoo module.
• Integrate third party tools to Odoo.
• Maximize the usage of Odoo's features.

This instructor-led, live training in Melbourne (online or onsite) is aimed at infrastructure engineers and system administrators who wish to install, configure, secure, and support Odoo 18 Community Edition in on-premise environments.

This instructor-led live training in Melbourne (online or onsite) is designed for end-users looking to leverage Odoo to improve their business operations.

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

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

This instructor-led, live training in Melbourne (online or onsite) 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 real-time applications 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 Melbourne (online or onsite) is designed for marketing professionals, sales personnel, and customer service representatives who wish to set up, manage, and monitor Salesforce and its capabilities to better serve their customers.

Upon completion 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.
• Leverage Salesforce features and tools to attract, acquire, and service both existing and prospective customers.
• Create reports and dashboards to generate valuable analytics and insights for the business.

This instructor-led, live training in Melbourne (online or in-person) is designed for administrators who wish to use Salesforce Lightning to create web applications.

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

• Construct responsive applications using Salesforce Lightning.
• Develop applications with little to no code.
• Build a Lightning application from the ground up.

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

This instructor-led, live training in Melbourne (online or onsite) is tailored for end-users who want to utilise Veeva Vault to enhance the management of life science documents and data.

Upon completion of this training, participants will be able to manage documents, track product information, and collaborate effectively with other team members.

Zoho Creator operates as a software-as-a-service platform designed for developing enterprise-grade applications accessible across any device.

During this instructor-led live training (available on-site or remotely), attendees will discover how to rapidly construct custom applications using Zoho Creator.

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

• Efficiently set up, configure, and operate their Zoho Creator account
• Design forms and dashboards
• Establish workflows and business rules
• Automate repetitive tasks and develop informative pages

Audience

• Developers
• Business managers

Course Format

• Interactive lectures and discussions
• Extensive exercises and practical application
• Practical implementation within a live lab environment

Course Customisation Options

• To request bespoke training for this course, please get in touch with us to make arrangements.