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CRM Course

CRM Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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