CRM Course
Master CRM for B2B tech: design smart data models, secure access, and automated workflows that align with SaaS sales journeys. Learn integrations, KPIs, and change management to drive adoption, boost revenue, and create a single source of truth.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This CRM Course gives you a practical, end-to-end approach to planning, implementing, and securing a modern CRM. Learn to define measurable goals and KPIs, design robust data models, and build workflows that streamline sales, marketing, and support. Explore integrations, APIs, and secure access, then drive strong user adoption with role-based training, playbooks, and ongoing governance for long-term CRM success.
Elevify advantages
Develop skills
- CRM data modeling: design clean schemas, key fields, and canonical records fast.
- CRM strategy: define ROI, KPIs, and measurable goals for B2B SaaS teams.
- Secure CRM setup: implement RBAC, field security, SSO, MFA, and compliance basics.
- Workflow automation: build lead, deal, and ticket flows with smart triggers and SLAs.
- Systems integration: connect CRM with website, email, helpdesk, and marketing tools.
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.What our students say
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