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CRM Training

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

What will I learn?

This CRM Training teaches you to create clear lead and opportunity stages, set up essential required fields, and maintain accurate data using straightforward governance practices. You will learn to identify usage problems, avoid duplicate entries, and develop dependable dashboards for pipeline tracking, attribution analysis, and conversion rates. Acquire hands-on skills via practical exercises, role-specific demonstrations, and handy quick-reference materials for instant use.

Elevify advantages

Develop skills

  • Build effective CRM dashboards to monitor pipeline progress, sales rep performance, and campaign returns quickly.
  • Design lead and opportunity stages to smoothly connect marketing efforts with sales processes.
  • Set up intelligent field designs including required fields, dropdown lists, and helpful guidance text.
  • Enhance CRM data quality by removing duplicates, applying strict rules, and maintaining tidy records.
  • Promote CRM usage across teams through targeted training plans, regular audits, and smooth change initiatives.

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 for the Prison System, and the course from Elevify was crucial for me to be selected.
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 valuable information.
WiltonCivil Firefighter

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