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CYVERRA VERIDIONCYVERRAVeridion
Professional · One-time purchase

CRM Implementation Specialist

Deliver CRM projects: requirements, process mapping, selection, configuration, data migration, testing, training, adoption, go-live and support.

ProfessionalHard
40 hours 0 lessons Certificate on completion EN

Level & requirements

ProfessionalHard

Develop specialised, job-ready professional expertise.

Required experience
Solid working experience in the field; ready for specialised, job-ready work.
Prerequisites
None — you can start today.
Career roles this supports
CRM SpecialistProfessional

CRM Implementation Specialist is a professional, project-driven course designed for career-focused learners. Across 40 lessons in 10 modules you build hands-on skills, complete practical exercises, and finish a real project that is assessed against professional standards.

What you will learn

  • Run CRM requirements and process mapping
  • Select and configure a CRM
  • Migrate data and test
  • Drive adoption and go-live

Curriculum

Requirements

Gathering CRM requirements · Stakeholders · Prioritising · Sign-off

  • Lessons are being published.

Process Mapping

Mapping sales and service · AS-IS and TO-BE · Identifying improvements · Process sign-off

  • Lessons are being published.

CRM Selection

Selection criteria · Vendors and platforms · Scoring · Recommendation

  • Lessons are being published.

Configuration

Configuring the CRM · Roles and fields · Workflows and automation · Configuration control

  • Lessons are being published.

Data Migration

Data assessment · Cleansing · Import and mapping · Verification

  • Lessons are being published.

Testing

Test planning · Scenario testing · UAT · Defect resolution

  • Lessons are being published.

Training

Training strategy · User training · Super users · Readiness

  • Lessons are being published.

Adoption

Why adoption fails · Change management · Champions · Measuring adoption

  • Lessons are being published.

Go-Live

Cutover plan · Go-live support · Stabilisation · Closure

  • Lessons are being published.

Support

Support model · Enhancements · Continuous improvement · Success metrics

  • Lessons are being published.

Requirements

  • No prior experience required
  • A computer with internet access
  • Commitment to the practical project