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CRM Course

CRM Course
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.
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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