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CRM Course

CRM Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

Gain hands-on skills to plan, deploy, and safeguard a contemporary CRM system. Master setting clear goals and KPIs, crafting strong data structures, and developing workflows to optimise sales, marketing, and customer support. Delve into API connections, secure protocols, and strategies for user training, playbooks, and sustained governance to ensure lasting CRM effectiveness.

Elevify advantages

Develop skills

  • Design efficient CRM data models with proper schemas, essential fields, and standard records.
  • Formulate CRM strategies including ROI calculations, KPIs, and specific targets for B2B SaaS operations.
  • Set up secure CRM environments using role-based access, field protections, SSO, MFA, and compliance standards.
  • Automate workflows for leads, deals, and tickets featuring intelligent triggers and service level agreements.
  • Integrate CRM seamlessly with websites, email platforms, helpdesks, and marketing applications.

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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