CRM Course
This course equips you to excel in CRM for B2B technology firms by teaching data model design, access security, and workflow automation tailored to SaaS sales processes. You will learn system integrations, performance metrics, and adoption strategies to enhance revenue growth and establish a unified data repository for business success.

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.What our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course