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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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Cybersecurity training in Sheffield in November 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
No-Code / Low-Code training in Leeds in November 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
Artificial Intelligence training in Mesa in September 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
Professional Training training in Dallas in July 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
The Training CRM - Optimizing Customer Processes in the Enterprise 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 Training CRM - Optimizing Customer Processes in the Enterprise 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 Training CRM - Optimizing Customer Processes in the Enterprise 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.
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.
Target audience
CRM Managers, sales managers, sales consultants for professional skill development
Prerequisites
Proficiency in a basic CRM such as Salesforce or HubSpot, basic knowledge of SQL and REST APIs
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