Training CRM 2026 - Boost Sales and Customer Loyalty

$4,620

  • 4 days
  • Onsite
  • 10 people max.
Ref: UFV681
10 people max.
$4,620
In-company rate: from $7,865 for the whole team
On-site and certification exam on quote
4 days
Onsite

Don't let this gap widen

Why this program matters

  • Without mastering CRM 2026, 68% of companies lose up to 25% of their annual revenue in unconverted leads, according to Gartner 2025.

  • Sales teams waste 40% of their time on manual tasks, resulting in customer churn 30% above the industry average.

  • Your career stagnates against automated competitors, risking rapid skill obsolescence.

  • Invest now in certified training to secure your performance and build lasting customer loyalty.

Allan BUSI, Learni trainer · AI expert
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction
Flag of the United StatesBuilt for US teams
Payment by wire transferEnhanced confidentialityPerfect for companies with 50 to 500 employeesScheduling to fit any time zone

Trusted by — schools, companies and industrial groups

41,224 programs · 25 countries

  • Aptar
  • ArcelorMittal
  • Equans
  • EDF
  • Ubisoft
  • Microsoft
  • Atos

Every program built with a dedicated engineer

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Companies: Aptar, ArcelorMittal, Equans, EDF, Ubisoft, Microsoft and Atos.

CRM training objectives

  • Master the advanced features of CRM 2026 in certified professional training
  • Configure automated workflows to optimize CRM skills in the company
  • Analyze customer data with integrated AI for actionable insights
  • Integrate HubSpot and Salesforce into multichannel email strategies
  • Develop personalized newsletter campaigns to boost loyalty
  • Implement custom dashboards to monitor sales performance
  • Optimize CRM management for a recognized professional certification

Program

CRM curriculum: 4 modules over 4 days

Module 1 : CRM 2026 Fundamentals: Initial Configuration and Interfaces (HubSpot, Salesforce)

Discover the evolutions of CRM 2026 through practical exercises on HubSpot and Salesforce, configure advanced user accounts, securely import customer databases, test new APIs for seamless integration, and create your first smart segments, all with real company cases to anchor your professional skills from the first day.

Module 2 : CRM 2026 Automation: Workflows and Lead Scoring (AI Tools, Predictive Methods)

Dive into advanced CRM 2026 automation, design conditional workflows on HubSpot to nurture qualified leads, implement predictive scoring with Salesforce AI, simulate personalized email scenarios, analyze open rates in real time, and generate automated reports, applied to marketing case studies to develop certifiable company skills.

Module 3 : CRM 2026 Analytics: Dashboards and Advanced Reporting (Emailing, Integrated Newsletters)

Master CRM 2026 analytics by building interactive dashboards on HubSpot and Salesforce, integrate email metrics such as newsletter ROI, segment audiences for targeted campaigns, predict customer churn via embedded AI, export visualizations for executive presentations, and optimize sales funnels with practical exercises on real company data.

Module 4 : Advanced CRM 2026 Strategies: Integrations and Optimization (Final Project Deliverables)

Complete your upskilling with multichannel integrations in CRM 2026, pair HubSpot with external email tools, deploy intelligent chatbots on Salesforce, measure business impact via advanced KPIs, complete a personal capstone project with expert feedback, and prepare for professional certification, while exploring 2026 trends for immediate company application.

How CRM skills are assessed

  • Interactive quizzes at the end of each day on remote platforms
  • Graded practical case studies by certified experts
  • Final CRM 2026 project with presentation and concrete deliverable

How the CRM course is taught

  • Hands-on exercises on HubSpot and Salesforce in real time
  • French company cases for immediate contextualization
  • Replay videos and post-training resources accessible for 6 months
  • Individual mentoring to personalize your progress

CRM training: access and practical arrangements

The Training CRM 2026 - Boost Sales and Customer Loyalty program is delivered onsite or remote (blended-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training CRM 2026 - Boost Sales and Customer Loyalty program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training CRM 2026 - Boost Sales and Customer Loyalty program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Our method

How Learni guarantees the quality of your CRM training

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

A child walking to school with a backpack
Our social commitment

A school kit donated to a child for every training booked

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

  • Backpack, notebooks and essential supplies
  • Distributed through our partner charities
  • Included, at no extra cost to you
Enroll and offer a kit
FAQ

CRM: frequently asked questions

Which tools are used in CRM 2026 training?+
Hands-on work runs on hubSpot, salesforce, AI Tools, predictive Methods, emailing and integrated Newsletters. Those tools come from the CRM 2026 program itself, delivered on site over 4 days, so participants practise on the stack they will use at work.
What can participants do after CRM 2026 training?+
They can master the advanced features of CRM 2026 in certified professional training, configure automated workflows to optimize CRM skills in the company and analyze customer data with integrated AI for actionable insights. Those are the stated objectives of the CRM 2026 program at Intermediate level, checked by the end-of-session assessment.
What does the CRM 2026 program cover, day by day?+
Day 1: CRM 2026 Fundamentals: Initial Configuration and Interfaces (HubSpot, Salesforce). Day 2: CRM 2026 Automation: Workflows and Lead Scoring (AI Tools, Predictive Methods). Day 3: CRM 2026 Analytics: Dashboards and Advanced Reporting (Emailing, Integrated Newsletters). Day 4: Advanced CRM 2026 Strategies: Integrations and Optimization (Final Project Deliverables). The CRM 2026 program runs over 4 days, delivered on site.
How is CRM 2026 training assessed?+
Assessment relies on interactive quizzes at the end of each day on remote platforms, graded practical case studies by certified experts and final CRM 2026 project with presentation and concrete deliverable. Learni issues a completion certificate together with the individual assessment report at the end of the CRM 2026 program, which an L&D team can file as evidence.
How much does CRM 2026 training cost per participant?+
CRM 2026 training costs $4,620 per participant. For an in-company team, the flat rate starts at $7,865 for the whole group, up to 8 people. The detailed quote, sent within one business day, adjusts the amount to the format and how far the syllabus is tailored to your team.
How long does CRM 2026 training take?+
4 days, available live online (US time zones) or on-site at your offices. Half-day tracks spread over several weeks are possible so the team stays operational.
Who pays for CRM 2026 training?+
Most US teams pay directly through their company L&D or training budget. Learni invoices in US dollars and accepts bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
What do participants need to know before CRM 2026 training?+
At least 1 year of experience on a basic CRM such as HubSpot or Salesforce, knowledge of customer data management and marketing automation.
Is a certificate issued after CRM 2026 training?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report. Learni is a certified training provider and prepares for third-party certifications, but does not award them itself.
Does Learni provide the equipment for CRM 2026 training?+
No. A computer and a stable internet connection are required for each participant. Learni provides the learning platform, the trainer and all course materials.
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