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 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 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 FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

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 CarloPrompt Engineering Student
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