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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 how to create clear lead and opportunity stages, set up required fields wisely, and maintain data quality using basic governance methods. You will learn to identify usage problems, avoid duplicate entries, and develop dependable dashboards for pipeline tracking, attribution analysis, and conversion rates. Acquire useful 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 activities, and campaign returns quickly.
  • Design lead and opportunity stages to smoothly connect marketing efforts with sales processes.
  • Create intelligent field setups including required fields, selection lists, and helpful text guides.
  • Enhance CRM data quality by removing duplicates, applying enforcement rules, and maintaining clean records.
  • Promote CRM usage through targeted training plans, regular audits, and team change management initiatives.

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.
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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