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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 you to create clear lead and opportunity stages, set up required fields wisely, and maintain data quality using easy governance methods. You will learn to spot usage problems, stop duplicate entries, and develop dependable dashboards for pipeline tracking, attribution, and conversions. Build real-world skills with practical exercises, role-specific demos, and handy guides for instant use.

Elevify advantages

Develop skills

  • Build CRM dashboards to monitor pipeline, team activities, and campaign returns quickly.
  • Design lead and opportunity stages to smooth marketing-sales transitions.
  • Set up intelligent field designs with required fields, dropdowns, and guidance notes.
  • Boost CRM data quality by removing duplicates, applying rules, and maintaining clean records.
  • Promote CRM usage through team training plans, audits, and 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 change 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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