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CRM Training

CRM Training
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the Elevify course 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
Great course. A lot of valuable information.
WiltonCivil Firefighter

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