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CRM Training

CRM Training
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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