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CRM Training

CRM Training
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

This CRM Training teaches you to create clear lead and opportunity stages, set up required fields wisely, and maintain data quality using easy governance methods. You will learn to spot usage problems, stop duplicate entries, and develop dependable dashboards for pipeline tracking, attribution, and conversions. Build real-world skills with practical exercises, role-specific examples, and handy guides for instant use.

Elevify advantages

Develop skills

  • Build effective CRM dashboards to monitor pipeline, team activities, and campaign returns quickly.
  • Design lead and opportunity stages to support smooth marketing-sales transitions.
  • Set up intelligent field designs including required fields, lists, and guidance notes.
  • Enhance CRM data quality by removing duplicates, applying rules, and maintaining clean records.
  • Promote CRM usage through targeted training, reviews, and team change strategies.

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 chosen.
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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