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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 create effective lead and opportunity lifecycles, configure essential required fields, and maintain data integrity using straightforward governance practices. Master troubleshooting usage problems, eliminating duplicates, and developing dependable dashboards for pipeline tracking, attribution analysis, and conversion metrics. Acquire hands-on expertise via practical exercises, role-specific demonstrations, and instant-use reference materials.

Elevify advantages

Develop skills

  • Build effective CRM dashboards to monitor pipeline progress, sales rep performance, and campaign returns swiftly.
  • Design optimised lead and opportunity stages for seamless marketing-sales transitions.
  • Set up intelligent field configurations including mandatory 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 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 of 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 rich information.
WiltonCivil Firefighter

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