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CRM Course

4.3/5
CRM Course
4.3 in rating
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

Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the supplementary videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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