CRM Training
Master CRM systems tailored for marketing needs by designing robust data structures, lead lifecycles, and insightful dashboards that accurately show campaign ROI. Acquire expertise in governance strategies, duplicate removal techniques, and user adoption methods to ensure reliable reports, precise pipelines, and fully data-informed campaign choices that boost business outcomes.

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.What our students say
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