CRM Course
This course equips participants with essential skills to implement and optimize CRM systems for business success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This CRM Course provides a practical, complete approach to planning, setting up, and protecting a modern CRM system. You will learn to set clear, measurable targets and KPIs, create strong data structures, and develop workflows that smooth out sales, marketing, and customer support. You will also explore connections with other systems, APIs, and secure entry points, then promote good user uptake with training based on roles, guides, and continuous oversight for lasting CRM achievement.
Elevify advantages
Develop skills
- CRM data modelling: create neat schemas, essential fields, and standard records quickly.
- CRM strategy: set ROI, KPIs, and clear targets for B2B SaaS teams.
- Secure CRM setup: apply RBAC, field protection, SSO, MFA, and basic compliance measures.
- Workflow automation: develop lead, deal, and ticket processes with intelligent triggers and SLAs.
- Systems integration: link CRM with website, email, helpdesk, and marketing tools.
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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