Log in
Choose your language

CRM Training

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

What will I learn?

This course teaches how to create effective lead and opportunity lifecycles, configure required fields intelligently, and maintain data accuracy using straightforward governance practices. You'll learn to identify usage problems, eliminate duplicates, and develop dependable dashboards for pipeline visibility, attribution tracking, and conversion analysis. Hands-on exercises, role-specific demonstrations, and practical quick-reference materials ensure immediate application.

Elevify advantages

Develop skills

  • Build effective CRM dashboards to monitor pipeline progress, sales rep performance, and campaign return on investment efficiently.
  • Design optimized lead and opportunity stages to ensure smooth transitions between marketing and sales teams.
  • Develop intelligent field configurations including required fields, dropdown lists, and helpful text guidance.
  • Enhance CRM data quality through deduplication processes, rule enforcement, and consistent record maintenance.
  • Promote CRM adoption across teams with targeted training programs, 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 Correctional 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 I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

FAQs

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course workload?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course