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CRM Training

CRM Training
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

This CRM Training equips you to craft straightforward lead and opportunity lifecycles, configure essential required fields wisely, and maintain precise data via easy governance practices. Master troubleshooting usage problems, eliminating duplicates, and constructing dependable dashboards for pipeline tracking, attribution analysis, and conversion metrics. Acquire hands-on expertise with practical exercises, role-specific demonstrations, and handy quick-reference materials ready for instant use.

Elevify advantages

Develop skills

  • Build effective CRM dashboards to monitor pipeline progress, team activities, and campaign returns swiftly.
  • Design lead and opportunity stages to smoothly connect marketing efforts with sales transitions.
  • Set up intelligent field configurations including required fields, dropdown options, and helpful guidance text.
  • Enhance CRM data accuracy through duplicate removal, rule enforcement, and consistent record maintenance.
  • Boost CRM usage across teams with targeted training plans, regular audits, and smooth change 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 for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of valuable information.
WiltonCivil Firefighter

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