CRM Training
Master CRM systems for marketing purposes by designing robust data structures, lead lifecycles, and insightful dashboards that accurately measure campaign return on investment. Acquire essential techniques in data governance, duplicate removal, and user adoption strategies to ensure reliable reports, precise pipeline management, and fully data-informed campaign choices that drive business success.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This CRM Training course teaches you to design clear lead and opportunity lifecycles, configure smart required fields, and maintain data accuracy using simple governance practices. You will learn to identify usage problems, eliminate duplicates, and create dependable dashboards for pipeline visibility, attribution tracking, and conversion analysis. Develop practical expertise via hands-on activities, role-specific demonstrations, and immediate-use quick-reference materials.
Elevify advantages
Develop skills
- Build effective CRM dashboards to monitor pipeline progress, representative activities, and campaign return on investment swiftly.
- Design lead and opportunity stages to ensure seamless alignment between marketing and sales handoffs.
- Create intelligent field structures including required fields, picklists, and contextual help text.
- Enhance CRM data quality through deduplication, rule enforcement, and consistent record maintenance.
- Promote CRM adoption by implementing team training plans, regular audits, and structured change management processes.
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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