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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 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of 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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