Customer Relationship Management Course
This course equips you to master CRM systems for tech businesses. You will design practical data models, clean and migrate customer records, secure access with roles and audits, automate workflows for leads and tickets to boost adoption, and build dashboards tracking key metrics like MRR, churn, pipeline, and support performance. Transform scattered data into a reliable source driving business growth and clear reporting.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain skills to design practical CRM data models, clean and migrate records, build reliable dashboards for pipeline, revenue, and support. Learn to set secure roles, protect sensitive data, configure audit trails, and automate lead, ticket, and follow-up workflows for better adoption, reporting, and business outcomes.
Elevify advantages
Develop skills
- Design effective CRM data models by mapping Accounts, Contacts, Leads, and Deals quickly.
- Build clean CRM databases through deduplication, standardisation, and validation of customer data.
- Configure secure CRM access with roles, field security, and audit trails.
- Automate sales and support processes using lead routing, SLAs, and ticket workflows.
- Create executive CRM dashboards to track MRR, churn, pipeline, and support KPIs.
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
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content that I don't need.

Mariana FerresPhotography Student
I like the content and the way of presentation and video transcription, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot in learning.

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