CRM Training
Gain mastery in CRM tailored for marketing teams by building robust data structures, optimised lead lifecycles, and insightful dashboards that accurately measure campaign returns. Discover proven methods for data governance, duplicate removal, and user adoption strategies to ensure your reports are reliable, pipelines precise, and marketing choices backed by solid data insights.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
This CRM Training equips you with skills to create effective lead and opportunity stages, configure essential fields wisely, and maintain data integrity using straightforward governance practices. You'll master troubleshooting usage problems, eliminating duplicates, and developing dependable dashboards for pipeline tracking, attribution analysis, and conversion metrics. Hands-on activities, role-specific demonstrations, and handy reference materials ensure you can implement these techniques right away.
Elevify advantages
Develop skills
- Build effective CRM dashboards to monitor pipelines, team activities, and campaign returns swiftly.
- Design lead and opportunity stages to streamline marketing-sales transitions.
- Set up intelligent field configurations including required fields, dropdowns, and guidance notes.
- Enhance CRM data accuracy through deduplication, rule enforcement, and record maintenance.
- Promote CRM usage via targeted training plans, regular audits, and team 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.What our students say
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