Customer Relationship Management (CRM) Training in Seoul

Microsoft Dynamics 365 Finance & Operations provides a robust development environment for customizing ERP functionality and facilitating integrations with external systems.

This instructor-led live training, available online or on-site, is designed for intermediate to advanced developers and technical support professionals aiming to build, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

Upon completing 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 using events, permissions, and validation rules.
• Generate custom reports and extend existing functionalities.
• Integrate external services via REST APIs and OData.
• Test, debug, and optimize performance within the F&O environment.
• Manage data migrations and handle ongoing system updates.

Course Format

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

Course Customization Options

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

Microsoft Dynamics 365 Finance & Operations is a robust, enterprise-grade ERP platform designed to manage global financials, supply chain operations, and logistics.

This instructor-led live training (available online or onsite) targets intermediate to advanced 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 platform for managing 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.

By the conclusion of 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.
• Create 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.

Customization Options

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

Salesforce stands as a premier CRM platform designed to monitor, enhance, and expand sales performance.

This instructor-led, live training (available online or in-person) targets intermediate sales professionals aiming to elevate their performance by adopting modern, high-impact sales strategies empowered by Salesforce.

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

• Implement contemporary cold-calling strategies that drive greater engagement.
• Utilize tested scripts to boost conversion rates.
• Establish rapport swiftly through psychological and interpersonal connection techniques.
• Harness Salesforce to monitor activities and speed up results.

Course Format

• Live demonstrations accompanied by guided discussions.
• Practical application using real-world sales scenarios.
• Interactive exercises conducted within a live Salesforce environment.

Customization Options

• Examples, scenarios, and exercises can be tailored upon request.

Microsoft Dynamics 365 Business Central (BC) serves as a modern ERP solution designed to support comprehensive business operations, including inventory and warehouse management. By leveraging advanced integration capabilities and add-ons like Warehouse Insight, BC facilitates efficient warehouse activities, license plating, and enterprise-wide operational automation.

This live, instructor-led training—available both online and onsite—is tailored for intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimize warehouse management in Dynamics 365 Business Central. The course focuses on best practices, mobile device usage, 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.
• Utilize Warehouse Insight for the real-time mobile execution of warehouse tasks.
• Implement license plating and traceability features to strengthen inventory control.
• Integrate equipment calibration, test requests, and quality control processes into ERP workflows.

Course Format

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

Course Customization Options

• To request customized training for this course, please contact us to make arrangements.

Salesforce serves as a premier cloud-based CRM platform, empowering organizations to manage customer relationships, automate operational processes, and enhance team collaboration. This practical, hands-on course delves into core configuration, object and application design, automation via workflows and Process Builder/Flow, and productivity tools designed to help teams work more efficiently.

This instructor-led live training, available both online and onsite, is tailored for beginner to intermediate-level administrators, business users, and team leads aiming to configure Salesforce, automate routine processes, and boost overall user productivity.

Upon completing this training, participants will be able to:

• Configure objects, fields, page layouts, and record types to accurately model business data.
• Design and construct Lightning apps and pages using the Lightning App Builder.
• Develop automation using Flow and other process automation tools to streamline tasks.
• Leverage productivity and collaboration features such as Lightning Experience, Chatter, and various integrations.
• Create fundamental reports and dashboards to highlight key performance metrics.

Course Format

• Interactive lectures and live demonstrations.
• Guided hands-on exercises within a sandbox org.
• Real-world scenarios accompanied by a brief capstone lab.

Course Customization Options

• For a customized version focused on Sales Cloud, Service Cloud, or custom objects, please reach out to us to arrange your session.

This instructor-led, live training in Seoul (online or onsite) is tailored for beginner to intermediate treasury and finance professionals who want to strengthen their expertise, enhance reporting capabilities, and fully leverage Dynamics 365 for financial operations.

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

• Navigate and customize the Dynamics 365 Finance and Operations interface.
• Efficiently generate and analyze financial reports.
• Manage treasury functions, including cash flow management and bank reconciliations.
• Improve financial workflows to boost operational efficiency.

Salesforce serves as a robust cloud platform that facilitates the entire insurance lifecycle, spanning from quoting and sales 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 sectors who aim to configure, extend, and optimize Salesforce to manage offerings, automate claims processes, and handle comprehensive 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 processing, event registration, and payment automation.
• Model insurance products and administer policies throughout their full lifecycle.
• Adapt Salesforce to meet the regulatory and operational requirements specific to 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 Customization Options

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

This instructor-led, live training in Seoul (online or onsite) is designed for participants at beginner to intermediate levels who aim to enhance their customer service operations using Dynamics 365 Customer Service.

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

• Comprehend the core features and functionalities of Dynamics 365 Customer Service.
• Configure and set up the D365 Customer Service environment.
• Efficiently manage customer interactions and cases.
• Leverage analytics to enhance service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led live training in Seoul (online or onsite) 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, featuring a modular architecture designed for constructing business applications.

This instructor-led live training, available online or on-site, is designed for intermediate to advanced developers aiming to master Odoo’s backend and frontend frameworks. Key areas include Python ORM customization, OWL (Odoo Web Library) development, and optimizing modules for Barcode and POS systems.

Upon completing this training, participants will be able 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 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.
• Hands-on module development within a real Odoo environment.

Course Customization Options

• To request a customized version of this course, please contact us to arrange.

This instructor-led, live training in Seoul (online or onsite) targets intermediate to advanced participants eager to streamline customer care operations using AI and automation, while empowering their teams with cutting-edge tools and strategies.

By the end 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 decrease workloads.
• Optimize 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 elevate customer experiences and spur revenue growth.

This instructor-led live training in Seoul (online or onsite) is designed for participants at the beginner to intermediate level who seek a comprehensive grasp of Dynamics 365 Sales and the ability to effectively utilize the platform to boost 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, available online or on-site, targets intermediate-level marketing analysts and professionals aiming to refresh and enhance their Pardot skills, with a focus 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.
• Refine prospect assignment strategies and engagement programs.
• Utilize Pardot’s dynamic content and custom redirects to improve campaign performance.

This instructor-led live training, available Seoul (online or onsite), targets beginner to intermediate learners who wish to utilize the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved 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 Seoul (online or onsite) is designed for 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 multiple departments (sales, marketing, HR, etc.).
• Integrate WhatsApp using 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 Seoul (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 Seoul (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 Seoul (online or onsite) is designed for intermediate-level business analysts aiming to drive 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.
• Set up, configure, and manage various Dynamics 365 components.
• Analyze current business processes and recommend optimizations leveraging Dynamics 365 functionalities.
• Handle migrations and updates within the Dynamics 365 environment.

This instructor-led, live training in Seoul (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 Seoul (online or onsite) is targeted at beginner-level project managers who wish to leverage 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 Seoul (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 helpdesk solution designed to optimize customer service operations through automation, omnichannel support, ticket tracking, and performance analytics.

This instructor-led live training, available either online or onsite, is tailored for beginner to intermediate users aiming to effectively configure, manage, and optimize Zoho Desk to support 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 multiple support channels.
• Create insightful reports and dashboards to monitor service performance.
• Implement best practices for automation, change control, and collaboration.

Course Format

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

Customization Options

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

This instructor-led live training in Seoul (online or onsite) is designed for business analysts who wish to use 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 optimize and manage a product life cycle.
• Know when to use the product life cycle in businesses.

This instructor-led, live training in Seoul (online or onsite) is designed for intermediate-level accountants seeking to optimize 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, customization, and optimization within Odoo.
• Utilize 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, conducted either online or onsite, targets consultants aiming to acquire intermediate-level skills in managing Peoplesoft applications.

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

• Understanding Peoplesoft concepts and architecture.
• Configuring and managing server domains.
• Tracing, troubleshooting, and tuning Peoplesoft system performance.

This instructor-led live training in Seoul (online or onsite) is tailored for marketing professionals with intermediate-level expertise 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.

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 Seoul (online or onsite) is tailored for business analysts looking to optimize marketing and sales operations using Microsoft Dynamics 365.

Upon completing this training, participants will be equipped to:

• Utilize various Microsoft Dynamics 365 modules to manage process flows.
• Integrate the Power Platform with Microsoft Dynamics 365.
• Structure common data models, including records, segment charts, and other components.
• Automate business processes using Microsoft Flow integration.

This instructor-led, live training in Seoul (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 Seoul (online or onsite) targets 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 Seoul (online or onsite), participants will learn how to utilize Odoo and begin developing custom solutions 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 Seoul (online or onsite) is designed for end-users looking to leverage Odoo to streamline their business operations.

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

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

In this instructor-led, live training in Seoul (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 Seoul (online or onsite) is aimed at 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.
• Ceate and use REST and SOAP web services using Apex.

This instructor-led, live training in Seoul (online or onsite) is aimed at marketing staff, sales staff, and customer service representatives who wish to use 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, 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, available Seoul (online or onsite), is tailored for administrators who want to use Salesforce Lightning to create web applications.

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

• Build responsive applications with Salesforce Lightning.
• Develop applications with little to no code.
• Create a lightning application from scratch.

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

This instructor-led, live training in Seoul (online or onsite) is intended for end-users who wish to use Veeva Vault to improve their management of life science documents and data.

By the end of this training, participants will be able to manage documents, track product information, and collaborate with other team members.

Zoho Creator is a SaaS platform designed for building enterprise-grade applications that operate seamlessly across all devices.

Through this instructor-led, live training (available onsite or remotely), attendees will discover how to rapidly develop custom applications using Zoho Creator.

Upon completing this training, participants will be capable of:

• Efficiently setting up, configuring, and managing their Zoho Creator account
• Designing forms and dashboards
• Establishing workflows and business rules
• Automating repetitive tasks and constructing informative pages

Target Audience

• Developers
• Business managers

Course Format

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

Customization Options

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

Zoho CRM is a SaaS-based Customer Relationship Management (CRM) system designed for tracking sales, managing contacts, conducting marketing activities, and engaging customers.

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

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

• Set up, configure, and run their organization's account efficiently
• Manage users and automate sales processes
• Customize CRM solutions and secure customer data

Audience

• System administrators

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.