CRM Training
Master CRM systems for marketing success by building structured data models, lead management cycles, and insightful dashboards that accurately show campaign returns. Discover key strategies for data governance, duplicate removal, and user adoption to ensure reliable reports, precise pipelines, and fully data-informed campaign choices that drive results.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
This course teaches you to create effective lead and opportunity stages, configure essential fields wisely, and maintain data integrity using straightforward governance practices. You'll learn to identify usage problems, eliminate duplicates, and develop dependable dashboards for pipeline visibility, attribution tracking, and conversion analysis. Build real-world expertise with practical exercises, role-specific demonstrations, and handy reference materials for instant use.
Elevify advantages
Develop skills
- Build effective CRM dashboards to monitor pipeline progress, team activities, and campaign returns quickly.
- Design lead and opportunity stages to smoothly connect marketing and sales processes.
- Set up intelligent field configurations including required fields, dropdown options, and guidance notes.
- Enhance CRM data accuracy through duplicate removal, rule enforcement, and ongoing record maintenance.
- Boost CRM usage across teams with targeted training plans, regular audits, and change management strategies.
Suggested summary
Before starting, you can change the chapters and the 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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