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.
Describe your need, get a tailored program and a pre-filled quote in 3 min. A 100% free call with an advisor.
1 seat held for the next session
Request a call back and an advisor reaches you within 24 business hours, Monday to Saturday.

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.
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.
Don't let this gap widen
Without advanced CRM mastery, companies lose 28% of qualified leads due to faulty automations, according to Gartner 2024.
Sales processing time multiplied by 2,5, inflating annual payroll costs by 22 000€ per team of 5.
65% of sales growth failures stem from a poorly configured CRM, exposing companies to costly GDPR data leaks up to 4% of revenue.
Managers without expert skills stagnate in their careers while competitors scale 40% faster.
Invest now to secure your pipeline and competitiveness.
Dive into expert CRM customization, creating custom fields and tailored modules adapted to your company's business processes, hands-on with Salesforce Lightning interfaces or HubSpot custom objects, practical exercises on a real sales scenario, develop your first optimized CRM schema with immediate trainer feedback for professional implementation.
Design powerful automated workflows to accelerate sales, configure conditional triggers and cascading actions in Salesforce Flows or HubSpot Workflows, integrate with Zapier for multi-tool connections, hands-on workshops on enterprise cases like automated lead nurturing, live testing and debugging, produce a deployable certified workflow that saves hours of daily manual work.
Leverage customer data for strategic decisions, advanced extraction and segmentation via SQL in CRM analytics, create interactive dashboards with Tableau integrated to Salesforce or HubSpot reporting, case studies on churn prediction and campaign ROI, collaborative exercises to build your custom dashboard, optimize queries for peak performance, deliverable: insights report ready for management with impactful visualizations.
Master seamless integrations for a unified ecosystem, develop custom REST APIs in Salesforce or HubSpot API v3, secure connections with ERP like SAP or marketing tools like Marketo via MuleSoft, practical labs on real-time customer data synchronization, error handling and monitoring, deploy a tested connector on the red thread project, immediate value for streamlining cross-system operations in the enterprise.
Secure and scale your CRM for the future, performance audits and tuning with advanced SQL indexes, implement permission roles and encryption in Salesforce Shield or HubSpot Enterprise, cyber incident simulations for reinforcement, workshops on GDPR-compliant data governance, finalize the red thread project with global optimization, production deployment roadmap and post-training support, certified skills to manage CRM at an expert level.
The Training CRM - Optimizing Customer Processes in the Enterprise 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.
For the smooth delivery of the Training CRM - Optimizing Customer Processes in the Enterprise program, the following equipment is required:
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.
Assessment of skills acquired during the Training CRM - Optimizing Customer Processes in the Enterprise program is performed through:
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.
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.
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.
Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.
30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.
No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.
Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.
A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.
Email marketing & CRMIndustry-certified
Email marketing & CRMIndustry-certified
Email marketing & CRMIndustry-certified
Email marketing & CRMIndustry-certified
Email marketing & CRMIndustry-certified
Email marketing & CRMIndustry-certified
ERP, CRM & business toolsIndustry-certified
ERP, CRM & business toolsIndustry-certified
ERP, CRM & business toolsIndustry-certified
Digital marketing & strategyIndustry-certified
Digital marketing & strategyIndustry-certified
Digital marketing & strategyIndustry-certified
Automation & workflowsIndustry-certified
Automation & workflowsIndustry-certified
Automation & workflowsIndustry-certifiedAvailable on-site and remotely. Pick your city to see the local training center.
30 minutes with a learning advisor. No commitment. No sales pitch dressed up as a demo.
We will call +1 (United States) 🇺🇸 — change the country code on the left if your number is from elsewhere.