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CRM Training

CRM Training
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This CRM Training equips you to create clear lead and opportunity lifecycles, configure essential required fields, and maintain data accuracy using straightforward governance practices. Master troubleshooting usage problems, eliminating duplicates, and developing dependable dashboards for pipeline tracking, attribution analysis, and conversion metrics. Acquire hands-on expertise via practical exercises, role-specific demonstrations, and instant-reference guides for immediate use.

Elevify advantages

Develop skills

  • Build effective CRM dashboards to monitor pipeline progress, sales rep performance, and campaign returns swiftly.
  • Design lead and opportunity stages to streamline marketing-sales transitions.
  • Develop intelligent field setups including required fields, dropdown lists, and guidance notes.
  • Enhance CRM data integrity through deduplication, rule enforcement, and ongoing record maintenance.
  • Promote CRM usage via targeted training plans, regular audits, and team change management.

Suggested summary

Before starting, you can change the chapters and 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

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet my boss's and the company's expectations.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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