CRM Training
Master CRM systems for marketing success: craft pristine data structures, lead lifecycles, and insightful dashboards that uncover genuine campaign returns. Discover governance strategies, duplicate removal techniques, and user adoption methods to ensure reliable reports, precise pipelines, and fully data-informed campaign choices across your team.

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.What our students say
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