CRM Course
This course equips you with essential skills to plan, implement, and optimize a CRM system for B2B SaaS, focusing on strategy, data modeling, security, automation, and integrations to drive business success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This CRM Course provides a practical, end-to-end approach to planning, implementing, and securing a modern CRM. Learn to define measurable goals and KPIs, design robust data models, and build workflows that streamline sales, marketing, and support. Explore integrations, APIs, and secure access, then drive strong user adoption with role-based training, playbooks, and ongoing governance for long-term CRM success.
Elevify advantages
Develop skills
- CRM data modeling: design clean schemas, key fields, and canonical records fast.
- CRM strategy: define ROI, KPIs, and measurable goals for B2B SaaS teams.
- Secure CRM setup: implement RBAC, field security, SSO, MFA, and compliance basics.
- Workflow automation: build lead, deal, and ticket flows with smart triggers and SLAs.
- Systems integration: connect CRM with website, email, helpdesk, and marketing tools.
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 are saying
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