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CRM Training

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

What will I learn?

This CRM Training equips you to craft straightforward lead and opportunity lifecycles, configure essential required fields, and maintain precise data via basic governance practices. Master troubleshooting usage problems, eliminating duplicates, and constructing dependable dashboards for pipeline tracking, attribution analysis, and conversion metrics. Acquire hands-on expertise with practical exercises, role-specific demonstrations, and handy quick-reference materials ready for instant use.

Elevify advantages

Develop skills

  • Build effective CRM dashboards to monitor pipeline progress, sales rep performance, and campaign returns swiftly.
  • Design lead and opportunity stages to synchronise marketing-sales transitions seamlessly.
  • Develop intelligent field setups including required fields, dropdown options, and supportive help notes.
  • Enhance CRM data integrity through deduplication, rule enforcement, and consistent record maintenance.
  • Promote CRM usage via structured training plans, regular audits, and team change management initiatives.

Suggested summary

Before starting, you can change the chapters and the 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 Prison System Intelligence Advisor, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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