from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This short CRM course teaches you how to organise your daily work routines, record all interactions, and maintain accurate sales pipelines from the initial contact to sealing the deal. You will learn how to capture leads, remove duplicates, and qualify them, create a neat data structure, automate task assignments and service agreements, and build straightforward dashboards for predicting sales, monitoring performance, and continuous improvement, turning your CRM into a dependable tool for steady business growth.
Elevify advantages
Develop skills
- Build SaaS sales pipelines: design clear stages, rules, and close probabilities.
- Master daily CRM workflows: log activities, update deals, and plan focused outreach.
- Optimise lead capture: standardise forms, qualify fast, and prevent duplicates.
- Automate sales follow-up: trigger tasks, alerts, and SLA-based notifications.
- Create actionable CRM dashboards: track pipeline, activity, and revenue forecasts.
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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