CRM Training
Master CRM systems tailored for marketing needs by designing structured data models, lead progression cycles, and insightful dashboards that accurately measure campaign return on investment. Acquire expertise in data governance, duplicate removal strategies, and user adoption methods to ensure reliable reporting, precise pipeline management, and fully data-informed campaign strategies that drive business success.

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 will learn to identify usage problems, eliminate duplicates, and develop dependable dashboards for pipeline visibility, attribution tracking, and conversion analysis. Practical abilities are honed via interactive exercises, role-specific demonstrations, and instant-use reference materials.
Elevify advantages
Develop skills
- Build effective CRM dashboards to monitor pipeline progress, sales rep performance, and campaign return on investment efficiently.
- Design structured lead and opportunity stages to ensure smooth transitions between marketing and sales teams.
- Create intelligent field configurations including required fields, dropdown lists, and helpful guidance text.
- Enhance CRM data quality through duplicate removal, rule enforcement, and consistent record maintenance.
- Promote CRM system adoption 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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