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Founded by passionate advocates of learning and innovation, Learni set out to make professional training accessible to everyone, everywhere in the world. Our team works in the largest cities such as Paris, Lyon, Marseille, and internationally, to support talents and organizations in their skills development.
Which format do you prefer?
30 free minutes with a training advisor — no commitment.
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Cybersecurity training in Oklahoma City in December 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
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Professional Training training in Memphis in October 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
Don't let this gap widen
Sans maîtrise des CRM, la gestion de la relation client devient chaotique, multipliant les erreurs et les opportunités manquées.
Les entreprises perdent en moyenne 25% de leur CA potentiel, avec des coûts d'erreurs avoisinant 12 000 € par an et par commercial en temps gaspillé et clients déçus.
75% des incidents clients proviennent d'une mauvaise utilisation des outils CRM, exposant votre entreprise à une érosion rapide de sa base fidèle et menaçant votre position concurrentielle.
Chaque mois sans optimisation aggrave ces pertes : la concurrence avance, et votre carrière avec elle risque de stagner.
The Maîtriser les CRM pour Optimiser la Gestion de la Relation Client training is delivered in-person or remotely (blended-learning, e-learning, virtual classroom, remote in-person). At Learni, a Qualiopi-certified training organization, each program is designed to maximize skills acquisition, regardless of the training mode chosen.
The trainer alternates between demonstrative, interrogative, and active methods (through practical exercises and/or real-world scenarios). This pedagogical approach ensures concrete and directly applicable learning in the workplace.
To ensure the quality of the Maîtriser les CRM pour Optimiser la Gestion de la Relation Client training, Learni provides the following teaching resources:
For in-house training at a location external to Learni, the client ensures and commits to having all necessary teaching materials (IT equipment, internet connection...) for the proper conduct of the training action in accordance with the prerequisites indicated in the communicated training program.
The assessment of skills acquired during the Maîtriser les CRM pour Optimiser la Gestion de la Relation Client training is carried out through:
Learni is committed to the accessibility of its professional training programs. All our training programs are accessible to people with disabilities. Our teams are available to adapt teaching methods to your specific needs. Do not hesitate to contact us for any accommodation request.
Learni training programs are available for inter-company and intra-company settings, both in-person and remote. Registration is possible up to 48 business hours before the start of training. Our programs are eligible for OPCO, Pôle emploi, and FNE-Formation funding. Contact us to discuss your training project and funding possibilities.
Définition et typologie des CRM. Panorama des principales solutions du marché (Salesforce, HubSpot, Zoho, etc.). Identification des enjeux business. Présentation de l’ergonomie générale et du vocabulaire clé d’un CRM.
Critères de choix d’un CRM selon le secteur et la taille de l’entreprise. Création et paramétrage de fiches clients et prospects. Import/export des données. Segmentation et gestion des bases de données clients.
Mise en place d’automatisations commerciales (relances, scoring, workflows, emailings). Suivi des opportunités et tunnel de vente. Analyse des performances (tableaux de bord, KPI). Exemples concrets d’optimisation et bonnes pratiques, panorama d’intégrations avec d'autres outils (email, ERP, réseaux sociaux, etc.).
Target audience
Commerciaux, responsables marketing, chefs d’entreprise, responsables relation client souhaitant digitaliser et optimiser leur gestion clients.
Prerequisites
Bonne maîtrise de l’outil informatique et notions de gestion commerciale.
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