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Payment by wire transferEnhanced confidentialityPerfect for companies with 50 to 500 employeesScheduling to fit any time zone

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Training CRM - Optimizing Customer Processes in the Enterprise

Ref: SMN667
10 people max.
From $5,775 HT / per person
In-company rate from 2 attendees: from $10,395 for the whole teamUp to 8 attendees for less than the price of 2 individual seats.
On-site on request · +$540 with certification exam
5 days
Onsite

Don't let this gap widen

Why this program matters

  • 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.

Allan BUSI, Learni trainer · AI expert
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction

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Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
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Learning objectives

  • Master advanced CRM automations to boost sales performance
  • Configure custom workflows tailored to business needs
  • Analyze customer data with CRM tools for actionable insights
  • Integrate CRM with certified ERP and marketing automation systems
  • Optimize CRM security and performance in professional production environments
  • Develop advanced dashboards for strategic reporting
  • Implement omnichannel CRM strategies to retain customers
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

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.

Don't let this gap widen

Why this program matters

  • 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.

Allan BUSI, Learni trainer · AI expert
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction

Program

Module 1Advanced CRM Configuration: Customizing Modules and Fields (Salesforce, HubSpot)

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.

Module 2CRM Automations: Intelligent Workflows and Triggers (Zapier, Native Tools)

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.

Module 3CRM Data Analysis: Advanced Reporting and Dashboards (Tableau, Power BI)

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.

Module 4CRM Integrations: APIs and ERP/Marketing Connectors (MuleSoft, Segment)

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.

Module 5CRM Optimization and Security: Scalability and Governance (Best Practices)

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.

Evaluation method

  • Technical MCQ on CRM automations and integrations
  • Practical evaluation via personalized red thread project
  • Oral defense of developed dashboards and workflows

Learning method

  • Live sessions by expert CRM trainer in active role
  • Hands-on exercises on real company tools
  • Evolving red thread CRM project over 5 days
  • Complete pedagogical materials and online resources

Methods, materials and delivery

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.

Equipment required

For the smooth delivery of the Training CRM - Optimizing Customer Processes in the Enterprise 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 - Optimizing Customer Processes in the Enterprise 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.

Our method

Training quality, guaranteed at every step

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.

FAQ

Frequently asked questions

Which tools are used in CRM training?+
Hands-on work runs on salesforce, hubSpot, zapier, native Tools, tableau and power BI. Those tools come from the CRM program itself, delivered on site over 5 days, so participants practise on the stack they will use at work.
What can participants do after CRM training?+
They can master advanced CRM automations to boost sales performance, configure custom workflows tailored to business needs and analyze customer data with CRM tools for actionable insights. Those are the stated objectives of the CRM program at Advanced level, checked by the end-of-session assessment.
What does the CRM program cover, day by day?+
Day 1: Advanced CRM Configuration: Customizing Modules and Fields (Salesforce, HubSpot). Day 2: CRM Automations: Intelligent Workflows and Triggers (Zapier, Native Tools). Day 3: CRM Data Analysis: Advanced Reporting and Dashboards (Tableau, Power BI). Day 4: CRM Integrations: APIs and ERP/Marketing Connectors (MuleSoft, Segment). Day 5: CRM Optimization and Security: Scalability and Governance (Best Practices). The CRM program runs over 5 days, delivered on site.
How is CRM training assessed?+
Assessment relies on technical MCQ on CRM automations and integrations, practical evaluation via personalized red thread project and oral defense of developed dashboards and workflows. Learni issues a completion certificate together with the individual assessment report at the end of the CRM program, which an L&D team can file as evidence.
How much does CRM training cost per participant?+
$5,775 (USD) per participant. A detailed quote is sent within one business day, and team pricing applies from the second participant.
How long does CRM training take?+
5 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 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 training?+
Proficiency in a basic CRM such as Salesforce or HubSpot, basic knowledge of SQL and REST APIs.
Is a certificate issued after CRM 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.
On-site & remote

This training across cities

Available on-site and remotely. Pick your city to see the local training center.

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