CRM Course
This course equips participants with essential skills to implement and manage a CRM system effectively, covering strategy, setup, security, automation, and integration for optimal business outcomes.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This CRM Course provides a practical, complete method for planning, setting up, and protecting a modern CRM system. You will learn to set clear goals and performance measures, create strong data structures, and develop processes that make sales, marketing, and customer support smoother. You will also look into connecting systems, application interfaces, and safe entry methods, then encourage good use by staff through training based on roles, guides, and continuous management for lasting CRM achievement.
Elevify advantages
Develop skills
- CRM data modeling: create simple structures, important fields, and standard records quickly.
- CRM strategy: set return on investment, key performance indicators, and clear goals for business-to-business software teams.
- Secure CRM setup: put in place role-based access control, field protection, single sign-on, multi-factor authentication, and basic compliance rules.
- Workflow automation: develop flows for leads, deals, and tickets using intelligent triggers and service level agreements.
- Systems integration: link CRM with website, email, helpdesk, and marketing tools.
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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