CRM Training
Master CRM systems for marketing success by building robust data structures, lead lifecycles, and insightful dashboards that accurately measure campaign ROI. Discover key governance strategies, duplicate removal techniques, and user adoption methods to ensure reliable reports, precise pipelines, and data-informed campaign choices that drive results.

4 to 360 hours of flexible workload
certificate valid in your country
What Will I Learn?
This course teaches you to create effective lead and opportunity lifecycles, configure essential required fields, and maintain data integrity using straightforward governance practices. You will learn to identify usage problems, eliminate duplicates, and develop dependable dashboards for pipeline tracking, attribution analysis, and conversion metrics. Acquire actionable skills via practical exercises, role-specific demonstrations, and handy reference materials for instant use.
Elevify Advantages
Develop Skills
- Build effective CRM dashboards to monitor pipeline progress, sales rep performance, and campaign returns swiftly.
- Design optimised lead and opportunity stages to streamline marketing-sales transitions.
- Set up intelligent field configurations including mandatory fields, dropdown lists, and guidance notes.
- Enhance CRM data accuracy through deduplication, rule enforcement, and consistent record maintenance.
- Promote CRM usage with targeted training plans, regular audits, and team 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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