CRM Course
This course equips participants with essential skills to implement and manage a robust CRM system, focusing on strategy, security, automation, and integration for optimal business performance.

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.What our students say
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