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CYVERRA VERIDIONCYVERRAVeridion
Beginner · Free

CRM Systems Fundamentals

How companies manage customers and pipelines.

BeginnerEasy
1 hours 0 lessons Certificate on completion EN

Level & requirements

BeginnerEasy

Start from the basics. No previous experience required.

Required experience
No previous experience required.
Prerequisites
None — you can start today.
Career roles this supports
TraineeCRM Specialist

Recommended next step — Junior level

Databases for Beginners →

How companies manage customers and pipelines.

What you will learn

  • Explain CRM purpose and structure
  • Manage a pipeline
  • Use CRM reporting

Curriculum

Course lessons

Purpose of a CRM · Leads, contacts and accounts · Managing a pipeline · Activities and follow-up · Reporting

  • Lessons are being published.

Requirements

  • No prior experience required