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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 teaches how to create clear lead and opportunity lifecycles, configure required fields wisely, and maintain data accuracy using basic governance practices. You will learn to identify usage problems, avoid duplicate entries, and develop dependable dashboards for pipeline tracking, attribution analysis, and conversion metrics. Acquire hands-on skills via practical exercises, role-specific demonstrations, and handy quick-reference materials for instant use.

Elevify advantages

Develop skills

  • Build effective CRM dashboards to monitor pipeline progress, sales rep performance, and campaign return on investment quickly.
  • Design structured lead and opportunity stages to ensure smooth transitions between marketing and sales teams.
  • Create intelligent field configurations including required fields, dropdown lists, and helpful text guidance.
  • Enhance CRM data quality through duplicate removal, rule enforcement, and consistent record maintenance.
  • Promote CRM usage across teams with targeted training plans, regular audits, and effective 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 of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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