CRM Training
Master CRM systems tailored for marketing needs: build robust data structures, lead lifecycles, and insightful dashboards that uncover genuine campaign returns. Delve into governance strategies, duplicate removal techniques, and user adoption methods to ensure reports are reliable, pipelines stay precise, and all campaign choices rely on solid data insights. Transform your CRM into a trusted powerhouse for smarter decisions across teams.

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.What our students say
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