CRM Course
This course provides a comprehensive guide to implementing and optimizing CRM systems for B2B SaaS teams, covering strategy, data modeling, security, automation, and integrations to drive business success.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
This CRM Course offers a practical, complete guide to planning, setting up, and protecting a modern CRM system. You'll learn to set clear, measurable targets and KPIs, create strong data structures, and develop workflows that smooth out sales, marketing, and customer support. Dive into connections, APIs, and safe access methods, then promote good user uptake through role-specific training, guides, and continuous oversight for lasting CRM results.
Elevify advantages
Develop skills
- CRM data modelling: quickly design neat schemas, essential fields, and standard records.
- CRM strategy: set ROI, KPIs, and clear targets for B2B SaaS teams.
- Secure CRM setup: apply RBAC, field protection, SSO, MFA, and basic compliance.
- Workflow automation: create lead, deal, and ticket processes with clever triggers and SLAs.
- Systems integration: link CRM to website, email, helpdesk, and marketing tools.
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.What our students say
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