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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

Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.
André Felipe
André FelipePrompt Engineering Student

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