CRM Training
Master CRM systems tailored for marketing teams by designing streamlined data structures, lead lifecycles, and insightful dashboards that accurately measure campaign ROI. Acquire essential governance techniques, deduplication methods, and user adoption strategies to ensure reliable reports, precise pipelines, and fully data-informed campaign choices that drive business success.

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.What our students say
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