CRM Training
Gain mastery in CRM tailored for marketing teams by designing robust data structures, lead lifecycles, and insightful dashboards that accurately measure campaign ROI. Discover essential governance strategies, duplicate removal techniques, and user adoption methods to ensure reliable reports, precise pipelines, and fully data-informed campaign choices that drive success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course teaches you to create effective lead and opportunity stages, configure required fields wisely, and maintain data integrity using straightforward governance practices. You'll learn to identify usage problems, eliminate duplicates, and develop dependable dashboards for pipeline tracking, attribution analysis, and conversion metrics. Build real-world expertise with practical exercises, role-specific demonstrations, and handy 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 structured lead and opportunity stages to streamline marketing-sales transitions.
- Set up intelligent field configurations including required fields, dropdown options, and guidance notes.
- Enhance CRM data accuracy through deduplication, rule enforcement, and consistent record maintenance.
- Promote CRM usage across teams with targeted training plans, regular audits, and smooth change initiatives.
Suggested summary
Before starting, you can change the chapters and 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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