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CRM Training

CRM Training
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This CRM Training equips you with skills to create effective lead and opportunity lifecycles, configure essential required fields, 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. Practical abilities are honed via interactive exercises, role-specific demonstrations, and handy reference materials for instant use.

Elevify advantages

Develop skills

  • Build effective CRM dashboards to monitor pipeline progress, representative activities, and campaign return on investment swiftly.
  • Design structured lead and opportunity stages to streamline marketing-sales transitions seamlessly.
  • Develop intelligent field configurations including required fields, dropdown lists, and supportive help text.
  • Enhance CRM data quality through deduplication processes, rule enforcement, and consistent record maintenance.
  • Promote CRM usage across teams with targeted training plans, regular audits, and structured change management 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 the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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