CRM Course
Master CRM systems for B2B tech firms: build efficient data models, lock down access securely, and automate workflows to match sales processes. Discover tool integrations, performance metrics, and team change strategies to increase uptake, grow income, and establish one reliable data hub. This course equips you with practical tools for CRM success in dynamic SaaS environments.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain hands-on skills to plan, deploy, and protect a cutting-edge CRM system. Set clear targets and KPIs, craft solid data structures, and create workflows that boost sales, marketing, and customer service. Dive into API connections, secure logins, and promote user buy-in through tailored training, guides, and steady oversight for lasting results.
Elevify advantages
Develop skills
- Design CRM data models with clear schemas, essential fields, and standard records quickly.
- Set CRM strategies including ROI, KPIs, and clear targets for B2B SaaS teams.
- Secure CRM deployments using role-based access, field protections, SSO, MFA, and compliance essentials.
- Automate workflows for leads, deals, and tickets with intelligent triggers and service agreements.
- Integrate CRM with websites, emails, helpdesks, and marketing platforms seamlessly.
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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