CRM Training
Master CRM systems for marketing success: build structured data models, lead lifecycles, and insightful dashboards that accurately show campaign ROI. Discover effective governance strategies, duplicate removal techniques, and user adoption methods to ensure reliable reports, precise pipelines, and fully data-informed campaign choices that drive results.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This CRM Training course teaches you to create clear lead and opportunity stages, configure essential required fields, and maintain data accuracy using straightforward governance practices. You'll learn to identify usage problems, eliminate duplicates, and develop dependable dashboards for pipeline tracking, attribution analysis, and conversion metrics. Acquire hands-on skills via practical exercises, role-specific demonstrations, and quick-reference materials ready for immediate 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 handoffs between marketing and sales teams.
- Develop intelligent field configurations including required fields, dropdown lists, and helpful guidance text.
- Enhance CRM data quality through duplicate removal, rule enforcement, and consistent record maintenance.
- Promote CRM adoption across teams with targeted training plans, regular audits, and proactive 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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