CRM Training
Master CRM systems tailored for marketing teams by designing robust data structures, lead management cycles, and insightful dashboards that accurately measure campaign returns. Discover key strategies for data governance, duplicate removal, and user adoption to ensure reliable reporting, precise pipelines, and fully data-informed campaign strategies that boost performance across the board.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This course teaches you to create effective lead and opportunity stages, configure essential fields wisely, and maintain data integrity using straightforward governance practices. You'll learn to identify usage problems, eliminate duplicates, and develop dependable dashboards for pipeline tracking, attribution analysis, and conversion metrics. Build real-world expertise via interactive exercises, role-specific demonstrations, and handy reference materials ready for instant use.
Elevify advantages
Develop skills
- Develop CRM dashboards to monitor pipeline progress, team activities, and campaign returns efficiently.
- Design lead and opportunity stages to streamline marketing-sales transitions seamlessly.
- Set up intelligent field configurations including mandatory fields, dropdown options, and guidance notes.
- Enhance CRM data accuracy through deduplication, rule enforcement, and consistent record maintenance.
- Promote CRM usage with targeted training programs, regular audits, and effective team change initiatives.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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