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CRM Training

CRM Training
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Prison System Intelligence Advisor, 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

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