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CRM Course

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

What will I learn?

This CRM Course provides a practical, complete approach 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 make sales, marketing, and support smoother. You'll look into connections, APIs, and safe access, then encourage good user uptake with training based on roles, guides, and continuous management for lasting CRM success.

Elevify advantages

Develop skills

  • CRM data modelling: design neat schemas, key fields, and standard records quickly.
  • CRM strategy: set ROI, KPIs, and measurable goals for B2B SaaS teams.
  • Secure CRM setup: put in place RBAC, field security, SSO, MFA, and basic compliance.
  • Workflow automation: create lead, deal, and ticket processes with clever triggers and SLAs.
  • Systems integration: link CRM with 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 of the Prison System, and the course from Elevify was crucial for me to be chosen.
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 rich information.
WiltonCivil Firefighter

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