Customer Relationship Management (CRM) Training in Porto

This instructor-led, live training in Porto (online or onsite) is designed for treasury and finance professionals at a beginner to intermediate level who wish to consolidate their knowledge, enhance report generation capabilities, and maximise the use of Dynamics 365 for financial operations.

Upon completion 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 management and bank reconciliations.
• Enhance financial workflows to improve operational efficiency.

This instructor-led live training in Porto (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 Porto (online or onsite) targets intermediate to advanced participants aiming to optimize customer care operations using AI and automation, while equipping their teams with the latest tools and strategies.

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

• Understand the latest trends in customer care and customer success.
• Leverage AI and automation to improve customer satisfaction and reduce workloads.
• Optimize sales workflows and customer engagement using advanced automation.
• Train teams remotely on modern tools and strategies for customer success and sales.
• Create scalable solutions to improve customer experiences and drive revenue growth.

This instructor-led training in Porto (online or onsite) is aimed at 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 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 for better campaign performance.

This instructor-led, live training in Porto (available online or onsite) is designed for participants with beginner to intermediate skills who wish to leverage the MS Dynamics 365 Sales Insights module to develop smarter sales strategies and improve customer engagement.

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

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

This instructor-led, live training in Porto (online or onsite) targets 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 (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 optimize operations using automation.
• Fully utilize Monday’s WorkManagement, CRM, and WorkForms modules for maximum efficiency.

This instructor-led, live training in Porto (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 Porto (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 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 instructor-led, live training in Porto (online or onsite) is tailored for beginner-level project managers who aim to use OpenText Exstream v16 to effectively design, implement, and manage personalised customer communications.

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 Porto (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.

This live, instructor-led training session in Porto, delivered either online or on-site, is tailored for business analysts seeking to leverage HubSpot services to manage the product life cycle effectively.

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

• Comprehend the various stages of the product life cycle.
• Apply HubSpot tools to optimize and control the product life cycle.
• Identify appropriate business scenarios for implementing product life cycle strategies.

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

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

• Understand Peoplesoft concepts and architecture.
• Configure and manage server domains.
• Trace, troubleshoot, and optimize Peoplesoft system performance.

This instructor-led, live training in Porto (online or onsite) is designed for marketing professionals with intermediate experience who wish to develop the skills and knowledge required to effectively utilize 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 optimize email, social, mobile, and advertising campaigns using Marketing Cloud.
• Manage data within Marketing Cloud, create segmented audiences, and utilize data for targeted marketing efforts.

This instructor-led live training in Porto (online or onsite) is designed for business analysts looking to optimize marketing and sales processes using Microsoft Dynamics 365.

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

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

This instructor-led live training in Porto (online or onsite) is designed for marketers looking to create and optimize sales and marketing processes with HubSpot CRM.

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

• Schedule meetings using HubSpot's meeting tools.
• Enhance business operations through HubSpot CRM.
• Develop comprehensive dashboards and reports for effective data analysis.
• Automate sales and marketing workflows.

This instructor-led, live training in Porto (online or onsite) is targeted at intermediate-level customer experience analysts and marketing operations professionals seeking to utilise 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, generate segments and metrics, build and publish journeys, and monitor and troubleshoot results.

This instructor-led live training in Porto (online or onsite) enables participants to master Odoo and commence development work for their organizations.

Upon completing this training, participants will be able to:

• Install and configure Odoo.
• Grasp the core principles of Odoo.
• Develop their own Odoo modules.
• Integrate third-party tools with Odoo.
• Leverage the full potential of Odoo's features.

This instructor-led, live training in Porto (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 Porto (online or onsite) is designed for end-users who wish to use Odoo to enhance 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 Porto (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 a real-time application using the Apex programming language.
• Create test classes with Apex to increase code coverage in Salesforce.
• Create and use REST and SOAP web services using Apex.