CRM Training
Master CRM systems for marketing success by building structured data models, lead management lifecycles, and insightful dashboards that accurately measure campaign returns. Discover key strategies for data governance, duplicate removal, and user adoption to ensure reliable reports, precise pipelines, and fully data-informed campaign strategies that boost business outcomes.

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.What our students say
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