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CRM Training

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

What will I learn?

CRM Training shows you how to design clear lead and opportunity lifecycles, set smart required fields, and keep data accurate with simple governance routines. Learn to diagnose usage issues, prevent duplicates, and build reliable dashboards for pipeline, attribution, and conversion. Gain practical skills through hands-on exercises, role-based demos, and quick-reference guides you can apply immediately.

Elevify advantages

Develop skills

  • Build CRM dashboards: track pipeline, rep activity, and campaign ROI fast.
  • Design lead and opportunity stages: align marketing and sales handoffs.
  • Create smart field structures: required fields, picklists, and help text.
  • Improve CRM data quality: dedupe, enforce rules, and keep records clean.
  • Drive CRM adoption: plan training, audits, and change management for teams.

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 in my selection.
EmersonPolice Investigator
The course was essential in meeting my boss's and the company's expectations.
SilviaNurse
Very excellent course. Lots of valuable information.
WiltonCivil Firefighter

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