Expertise - JPW Consulting

Training & Consulting Expertise

Technology Training & Consulting Expertise

JPW Consulting has been delivering Salesforce training and consulting for over 15 years. JPW has deep experience across several Salesforce Clouds including Sales, Service, Financial Services Cloud, and CRM Analytics. JPW has successfully guided small, mid-size, and Fortune 500 firms through their transition to or relaunch of Salesforce. JPW designs custom training content based on the client’s instance of Salesforce no matter the Cloud, or integrations. JPW Facilitators have worked on dozens of Salesforce projects and have a deep understanding of Salesforce.

Salesforce

JPW Consulting has been delivering Salesforce training and consulting for over 17 years. JPW has deep experience across several Salesforce Clouds including Sales, Service, Financial Services Cloud, and CRM Analytics. JPW has successfully guided small, mid-size, and Fortune 500 firms through their transition to or relaunch of Salesforce. JPW designs custom training content based on the client’s instance of Salesforce no matter the Cloud, or integrations. JPW Facilitators have worked on dozens of Salesforce projects and have a deep understanding of Salesforce.

Microsoft 365

JPW has been providing high-quality Microsoft skills training for over 25 years. Our trainers help learners improve productivity skills using Outlook, Excel, Word, PowerPoint, and Teams. Our training is designed to help clients build strong modern workplace businesses, focused on Microsoft solutions in the areas of collaboration and teamwork. JPW has also helped clients maximize their use of SharePoint to empower greater teamwork and collaboration.

Microsoft Dynamics

JPW Consulting's vast experience with CRM technologies allows us to deliver the highest quality Microsoft Dynamics training, consulting, and adoption services. Across the platform, our vast playbook of best practices and real world experience have helped companies of all sizes get up to speed quickly and achieve organizational ROI.

Accenture Life Insurance & Annuity Platform (ALIP)

JPW has been providing instructional design and training services for the insurance industry on various proprietary platforms for over 15 years. More recently JPW has been involved in curriculum development and training delivery for Accenture Life Insurance & Annuity Platform. This highly customizable platform requires a high degree of technical skill and knowledge of the insurance and annuity industries. JPW’s focus is to ensure a successful transfer of knowledge on this complex platform.

Professional & Soft Skills Training

Manager Training Program

JPW Consulting offers a training program for managers and new leaders that will help them gain a deeper understanding of the roles and responsibilities of a being an effective manager, as well as how to successfully manage their team to perform at their best.

The program offers 25 modules that focus on the following areas:

• How to Become an Effective Manager
• Fostering a Positive Work Environment
• The Importance of Communicating Well
• Managing Employee Performance
• Coaching

These on-demand courses can be deployed out of the box, be re-branded to corporate standards, or customized to client needs. This program can also be customized for instructor-led training.

Customer Service Training

JPW Consulting offers a library of soft skills modules and micro-learning videos that help call center employees work more effectively, manage difficult conversations, and reduce call related stress. All courses are narrated and accessible on-demand. The modules are grouped into the following areas:

The program offers 27 mini modules that focus on the following areas:

• Creating a Positive Customer Experience
• Call Control
• How to Talk to Customers
• Empathy
• Stress Management
• How to Handle Difficult Customers and Avoid Escalation
• Cultural Sensitivity Training – Unconscious Bias
• Service for Vulnerable Customers

Soft skills courses can be deployed out of the box, be re-branded to corporate standards, or customized to client needs.

Digital Literacy Training

Digital Literacy means having the necessary knowledge and skills to live and work in an environment where daily communication and access to information is delivered through digital technology like internet platforms, social media, and mobile devices. JPW Consulting, in partnership companies like AWS, has developed a Digital Literacy Program for city, state, and other organizations that are working hard to close the digital divide by making digital literacy training available to underserved communities.

As broadband gets extended throughout the country, more individuals will be able to access the internet and expand their use of digital devices. With that in mind, JPW’s current Digital Literacy program is geared towards individuals who will need a foundational understanding of Digital Literacy to successfully navigate digital tools and technology used in everyday living.

This program includes introductory courses on:

• Digital Literacy
• Digital Tools and Technology
• Internet Skills
• Digital Communication
• Cloud Computing
• Online Security
• Digital Citizenship

JPW Consulting is also in the process of developing a multi-level Digital Literacy program that will further prepare people to enter the professional workforce, as well as advance their career through a deeper understanding of advanced Digital Literacy concepts and skills.