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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.
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30 free minutes with a training advisor — no commitment.
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Artificial Intelligence training in Raleigh in June 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
Artificial Intelligence training in San Francisco in October 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
Cybersecurity training in Sheffield in November 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
Discover how SAFe training enhances enterprise agility, key courses, benefits, and trends shaping implementations in March 2026. Prepare your organization for scalable success.
Don't let this gap widen
Sans maîtrise d'un CRM, les équipes commerciales perdent en moyenne 25 heures par semaine en tâches administratives inutiles et suivis approximatifs des leads.
Cela se traduit par une érosion du CA de 15% par an, avec 40% des opportunités clients qui s'évaporent faute de relances ciblées et de données fiables.
Pour les responsables marketing et relation client, ces lacunes exposent l'entreprise à un churn de 30% des clients et une perte de parts de marché face à des concurrents agiles.
Chaque mois sans expertise CRM amplifie ces fuites de revenus, menaçant directement la croissance et votre trajectoire professionnelle.
The Maîtriser un CRM pour optimiser la gestion de la relation client : prise en main et bonnes pratiques 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 un CRM pour optimiser la gestion de la relation client : prise en main et bonnes pratiques 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 un CRM pour optimiser la gestion de la relation client : prise en main et bonnes pratiques 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.
Introduction aux enjeux de la relation client ; panorama des outils CRM du marché ; mise en service et configuration initiale ; importation de la base de contacts, segmentation et organisation des fiches clients
Gestion des opportunités commerciales ; planification et automatisation des tâches ; suivi des prospects, contacts et pipelines ; gestion des communications (emails, appels, rendez-vous) ; suivi des performances individuelles et d’équipe
Personnalisation du CRM (champs, automatisations, workflows) ; extraction et analyse des données clients (rapports, KPI) ; suivi de la satisfaction et gestion des réclamations ; intégration avec d’autres outils (ERP, emailing, agendas partagés) ; meilleures pratiques pour l’adoption et la conduite du changement
Target audience
Commerciaux, responsables marketing, responsables relation client, chefs d'entreprise souhaitant structurer leur activité commerciale via un CRM
Prerequisites
Maîtriser les bases de la bureautique et avoir une première expérience en gestion de clients ou en vente
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