flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This concise CRM course shows you how to structure daily workflows, log every interaction, and keep pipelines accurate from first touch to closed deal. Learn lead capture, deduplication, and qualification, build a clean data model, automate assignments and SLAs, and create clear dashboards for forecasting, performance tracking, and ongoing optimization so your CRM becomes a reliable engine for predictable 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.
- Optimize lead capture: standardize 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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