Customer Relationship Management (CRM) Training in Bangkok

This live, instructor-led training session, offered in Bangkok (both online and onsite formats), is designed for treasury and finance professionals at the beginner to intermediate level. The goal is to solidify technical knowledge, refine report generation skills, and maximize the utility of Dynamics 365 for financial operations.

By the end of this course, learners will be able to:

• Master navigation and customization of the Dynamics 365 Finance and Operations interface.
• Efficiently create and analyze financial reports.
• Manage treasury functions such as cash flow and bank reconciliations.
• Streamline financial workflows to achieve higher operational efficiency.

This instructor-led, live training in Bangkok (online or onsite) is targeted at beginner to intermediate-level participants who aim to improve their customer service operations with Dynamics 365 Customer Service.

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

• Understand the key features and capabilities of Dynamics 365 Customer Service.
• Configure and set up the D365 Customer Service environment.
• Effectively manage customer interactions and cases.
• Use analytics to boost service delivery.
• Connect Dynamics 365 Customer Service with other Microsoft applications.

This live, instructor-led session, held in Bangkok (either online or onsite), is designed for sales professionals at the beginner to intermediate level. It empowers users to apply Salesforce for managing leads, opportunities, accounts, and customer touchpoints, with the goal of improving close rates and driving sales growth.

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

• Efficiently navigating the Salesforce Sales Cloud interface.
• Overseeing the full lifecycle of leads, contacts, accounts, and opportunities.
• Applying Salesforce tools to optimize workflows and track key performance indicators.
• Interpreting reports and dashboards to gain a deeper understanding of the sales pipeline.

This live, instructor-led training in Bangkok (offered online or onsite) targets intermediate to advanced professionals seeking to optimize their customer care operations with AI and automation. It also focuses on arming teams with the most current tools and strategies.

By the end of the session, participants will be prepared to:

• Understand emerging trends in customer care and success management.
• Apply AI and automation to boost satisfaction and lighten operational loads.
• Enhance sales workflows and customer interaction through advanced automation.
• Deliver remote training on modern sales and customer success tools.
• Design scalable solutions that improve customer experiences and drive revenue.

This live, instructor-led training, conducted in Bangkok (either online or onsite), is tailored for beginners to intermediate users aiming to achieve a thorough command of Dynamics 365 Sales. The goal is to enable participants to effectively leverage the platform to optimize their sales operations.

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

• Comprehend the fundamental features and operations of Dynamics 365 Sales.
• Establish and adjust the D365 Sales setup.
• Administer customer connections and sales pipelines via D365 Sales.
• Apply data and analytics to guide sales choices.
• Combine Dynamics 365 Sales with other tools in the Microsoft suite.

This live, instructor-led training, delivered in Bangkok (either online or on-site), is tailored for intermediate-level marketing analysts and professionals looking to sharpen their Pardot expertise. The curriculum emphasizes advanced reporting techniques, dashboard development, and refined engagement strategies.

By the conclusion of this course, learners will be equipped to:

• Enhance Pardot’s capability for advanced email marketing and engagement tactics.
• Develop and analyze sophisticated reports and interactive dashboards.
• Improve prospect assignment workflows and engagement program effectiveness.
• Leverage dynamic content and custom redirects to boost overall campaign performance.

This instructor-led live training, conducted in Bangkok (either online or onsite), is tailored for participants at beginner to intermediate levels seeking to leverage the MS Dynamics 365 Sales Insights module for advanced sales strategies and enhanced customer engagement.

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

• Understand the core features and benefits of the Sales Insights module.
• Utilize AI-driven analytics to boost sales performance.
• Customize and configure the module to meet distinct business objectives.
• Apply insights for lead scoring, relationship health monitoring, and pipeline optimization.
• Integrate Sales Insights with other Dynamics 365 modules and third-party applications.

This live, instructor-led session in Bangkok (online or onsite) is designed for beginner-level managers seeking to utilize Monday.com for the management and automation of databases and workflows across multiple departments.

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

• Automate database and workflow operations for departments such as sales, marketing, and HR.
• Use external APIs to integrate WhatsApp, enabling effective communication with customers or internal teams.
• Oversee statuses and workflows in any domain, enhancing operational efficiency through automation.
• Leverage the full potential of Monday.com’s WorkManagement, CRM, and WorkForms modules.

This live, instructor-led training in Bangkok (online or onsite) is designed for intermediate-level professionals aiming to implement and manage the Odoo Inventory module with precision. The curriculum emphasizes the coordination of a central warehouse with multiple secondary locations, highlighting traceability and scalability.

By the end of the session, participants will be capable of:

• Structuring and managing a multi-location warehouse setup in Odoo.
• Following internal product movements and streamlining inter-warehouse transfers.
• Documenting and tracing purchase orders from intake to final distribution.
• Activating and managing traceability via serial numbers and lot codes.
• Building a scalable, well-structured inventory system that adheres to best practices.

This live, instructor-led session in Bangkok (online or onsite) caters to beginner-level sales professionals and administrators who aim to effectively utilize and administer Salesforce Sales Cloud and its management features.

Upon completion, participants will be capable of:

• Confidently navigating and utilizing the Salesforce Sales Cloud platform.
• Managing leads, accounts, contacts, opportunities, and cases.
• Producing reports and dashboards to gain sales insights.
• Implementing automation and workflow rules within Salesforce.
• Customizing security settings and regulating user access.
• Integrating Salesforce with Power BI, Tableau, and other tools for real-time data analysis.

This instructor-led live training in Bangkok (available online or onsite) is tailored for intermediate-level participants aiming to gain a deep understanding of Odoo module configuration, management, and customization to support business operations.

By the end of this training, participants will have the ability to:

• Configure and customize the Project and Planning modules to streamline task and resource management.
• Set up and manage the Sales and Accounting modules, including the Analytics Accounting Plan, to enhance financial tracking and reporting.
• Administer the Employee and Contact modules to improve 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 live, instructor-led training conducted in Bangkok (either online or on-site) is designed for entry-level project managers aiming to utilize OpenText Exstream v16 for the proficient design, implementation, and management of personalized customer interactions.

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

• Comprehend the architecture and key components of OpenText Exstream v16.
• Learn to effectively administer, operate, and deploy Exstream applications.
• Design and generate personalized customer communications using Exstream Design Manager.
• Navigate the OpenText Support Portal to access resources, software, and manage tickets.

This instructor-led live training, delivered in Bangkok (online or onsite), targets intermediate developers who aim to acquire the skills necessary to design, develop, and deploy responsive and dynamic email templates aligned with various Salesforce marketing campaigns.

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

• Apply HTML5 and CSS3 to build responsive, accessible, and interactive email templates that ensure optimal performance across different devices and email clients within the Salesforce platform.
• Integrate Salesforce data to create personalized and engaging email experiences.
• Execute testing, deployment, and analysis of email campaigns within Salesforce, utilizing analytics to refine strategies and boost long-term performance and engagement.

This live, instructor-led session in Bangkok, offered online or onsite, is designed for business analysts aiming to harness HubSpot for product life cycle management.

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

• Understand the distinct stages of a product life cycle.
• Apply HubSpot tools to optimize and manage the product life cycle.
• Recognize when product life cycle analysis is most beneficial for business operations.

This live, instructor-led course, delivered either online or on-site in Bangkok, is designed for intermediate-level accountants aiming to refine their accounting processes by utilizing the full potential of the Odoo accounting module.

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

• Gain proficiency in managing accounts payable and receivable, with a focus on automation, customization, and optimization within Odoo.
• Apply Odoo's advanced reporting functionalities to produce custom financial reports, dashboards, and analyses that inform strategic decision-making.
• Configure and manage various tax rates, legal jurisdictions, and budgetary controls with precision within the Odoo platform.
• Formulate best practices for handling sensitive financial information, configuring user permissions, and meeting audit compliance requirements.

This live, instructor-led training session is conducted in Bangkok (either online or onsite) and is tailored for consultants looking to acquire intermediate-level skills in managing PeopleSoft applications.

By the end of the session, participants will have the ability to:

• Grasp PeopleSoft concepts and architecture.
• Set up and manage server domains.
• Trace, diagnose, and tune PeopleSoft system performance.

This live, instructor-led training in Bangkok (delivered online or onsite) is designed for intermediate marketing professionals aiming to acquire the proficiency needed to utilize Salesforce Marketing Cloud effectively for comprehensive digital marketing and customer engagement strategies.

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

• Comprehend the features, capabilities, and architecture of Salesforce Marketing Cloud.
• Create, manage, and optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, build segmented audiences, and leverage data for precise marketing efforts.

This instructor-led live training in Bangkok (online or on-site) is tailored for business analysts seeking to enhance and optimize their marketing and sales operations using Microsoft Dynamics 365.

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

• Utilize diverse Microsoft Dynamics 365 modules to control and manage process workflows.
• Integrate the Power Platform into the Microsoft Dynamics 365 ecosystem.
• Structure common data models, such as records and segment charts.
• Automate operational processes via Microsoft Flow integration.

This instructor-led live training in Bangkok (delivered online or onsite) is tailored for marketers seeking to build and optimize their sales and marketing processes using HubSpot CRM.

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

• Utilize HubSpot’s meeting tools to organize schedules effectively.
• Enhance business operations by integrating HubSpot CRM.
• Construct detailed dashboards and reports for comprehensive data analysis.
• Streamline sales and marketing workflows through automation.

This live, instructor-led training in Bangkok, offered both online and on-site, is tailored for intermediate-level customer experience analysts and marketing operations professionals seeking to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this program, participants will be able to: connect and integrate data sources, create segments and measures, build and publish journeys, and monitor and troubleshoot outcomes.

During this instructor-led live training conducted in Bangkok (either online or onsite), participants will master the usage of Odoo and initiate the development of solutions tailored to their organizations.

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

• Installing and configuring the Odoo platform.
• Comprehending the fundamental principles of Odoo.
• Building custom Odoo modules.
• Connecting third-party tools to Odoo.
• Optimizing the utilization of Odoo’s various features.

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

This live, instructor-led training, available online or onsite, is tailored for end-users aiming to leverage Odoo to streamline and enhance their business operations.

By the conclusion of the course, participants will be able to:

• Understand the process of deploying an Odoo CRM system within their organization.
• Strategically plan, analyze, and map business workflows to Odoo’s capabilities.
• Integrate Odoo seamlessly with other third-party applications and tools.

This live, instructor-led training conducted in Bangkok (either online or onsite) is designed for web developers aiming to develop real-time applications using Salesforce Development.

By the conclusion of this training, participants will have the capability to:

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

This live, instructor-led training, available online or onsite, is designed for marketing staff, sales teams, and customer service representatives. It focuses on setting up, managing, and monitoring Salesforce to effectively utilize its capabilities for better customer service.

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

• Set up their Salesforce account to manage profiles, track activities, customize views and layouts, and personalize settings.
• Utilize Salesforce features and tools to attract, acquire, and serve existing and potential customers.
• Create reports and dashboards to generate useful analytics and insights for the business.

This live, instructor-led training in Bangkok (available online or onsite) is tailored for administrators seeking to leverage Salesforce Lightning for web application development.

By the end of this program, participants will gain the ability to:

• Construct responsive applications utilizing Salesforce Lightning.
• Develop applications with minimal or no coding.
• Build a Lightning application from scratch.