Training CRM - Optimizing Advanced Customer Management

$2,310

  • 2 days
  • Onsite
  • 10 people max.
Ref: IXF218
10 people max.
$2,310
In-company rate: from $4,190 for the whole team
On-site and certification exam on quote
2 days
Onsite

Don't let this gap widen

Why this program matters

  • Companies that neglect advanced CRM mastery lose an average of 23% of customers each year according to recent studies.

  • This attrition drives revenue drops reaching 15% and weakens commercial relationships.

  • Teams without solid skills struggle to anticipate customer needs and fall behind competitors.

  • Failing to invest in this certification training exposes professionals to a real risk of career stagnation.

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

25,805 programs · 25 countries

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

Every program built with a dedicated engineer

  • OpenAI
  • Anthropic
  • Mistral AI
  • NVIDIA
  • Google
  • Amazon Web Services
  • Microsoft Dynamics 365
  • Salesforce
  • ServiceNow
  • SAP
  • Oracle
  • Cisco
  • Fortinet
  • Palo Alto Networks
  • Aruba
  • VMware
  • Red Hat
  • Databricks
  • Snowflake
  • OVHcloud
  • Notion
  • AMD
  • Apple

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

CRM training objectives

  • Master advanced features of professional CRMs to boost business performance
  • Develop integration skills with HubSpot and Salesforce in a certified training context
  • Design targeted CRM-linked email campaigns to improve customer retention
  • Optimize automated workflows and analytical reporting within the company
  • Implement advanced customer segmentation strategies to increase conversion
  • Configure custom dashboards and measure the impact of CRM initiatives

CRM curriculum: 2 modules over 2 days

Module 1 : Theme: Advanced CRM with HubSpot and Salesforce (integrations, workflows, reporting)

Participants explore advanced HubSpot and Salesforce modules, configure complex pipelines, create email automations and test lead-scoring scenarios. Real business cases enable real-time customer data analysis and production of customized reports. Each practical exercise strengthens CRM synchronization and process optimization skills.

Module 2 : Theme: CRM Strategies and Emailing & Newsletters (segmentation, automation, performance)

The day focuses on creating CRM-integrated Emailing & Newsletter campaigns, setting up behavioral triggers and analyzing open rates. Learners design omnichannel customer journeys, measure key KPIs and deliver a complete action plan tailored to their organization. Concrete feedback sessions validate acquired skills.

How CRM skills are assessed

  • Interactive quiz on CRM features
  • Practical exercises with HubSpot and Salesforce
  • Final action plan presentation

How the CRM course is taught

  • Guided practical workshops
  • Real-world business case studies
  • Live personalized feedback
  • Post-training digital resources

CRM training: access and practical arrangements

The Training CRM - Optimizing Advanced Customer Management 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 Advanced Customer Management 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 Advanced Customer Management 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 training?+
Hands-on work runs on integrations, workflows, reporting, segmentation, automation and performance. Those tools come from the CRM program itself, delivered on site over 2 days, so participants practise on the stack they will use at work.
What can participants do after CRM training?+
They can master advanced features of professional CRMs to boost business performance, develop integration skills with HubSpot and Salesforce in a certified training context and design targeted CRM-linked email campaigns to improve customer retention. 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: Theme: Advanced CRM with HubSpot and Salesforce (integrations, workflows, reporting). Day 2: Theme: CRM Strategies and Emailing & Newsletters (segmentation, automation, performance). The CRM program runs over 2 days, delivered on site.
How is CRM training assessed?+
Assessment relies on interactive quiz on CRM features, practical exercises with HubSpot and Salesforce and final action plan presentation. 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?+
CRM training costs $2,310 per participant. For an in-company team, the flat rate starts at $4,190 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 training take?+
2 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 customer databases, experience with basic CRM tools and knowledge of marketing automation processes.
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.
Your professional training, anywhere

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