Training: Mastering a CRM - Optimizing Customer Relationship Management in the Enterprise

$2,310

  • 2 days
  • Onsite
  • 12 people max.
Ref: XRS739
12 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

  • Without mastering a CRM, 70% of qualified leads are lost for lack of automated follow-up, wasting valuable hours for sales reps and marketing leads.

  • An average SME thus suffers a revenue loss of 20 000 € per year, with a cost per customer error estimated at 500 € in missed opportunities and accelerated churn.

  • Executives and project managers then risk eroding competitiveness, exposing the company to more agile competitors and directly threatening business goals.

  • Every quarter without CRM optimization amplifies these leaks, turning a customer base into a costly liability.

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

41,181 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.

a CRM training objectives

  • Understand the strategic role of a CRM in the enterprise
  • Discover the main features of a CRM solution
  • Configure and customize a CRM for operational needs
  • Import, manage, and organize customer data effectively
  • Implement customer follow-up processes and automation
  • Analyze data and drive sales activity through the CRM

Program

a CRM curriculum: 5 modules over 2 days

Module 1 : Fundamentals of Customer Relationship Management

Definition of CRM and challenges for the enterprise, overview of main market tools (Salesforce, Hubspot, Zoho, etc.), mapping the customer lifecycle, identifying business needs and user expectations.

Module 2 : Getting Started and Configuring a CRM Tool

Discovery of a CRM interface (concrete examples), creation of user accounts, customization of fields and drop-down lists, management of permissions and access, configuration of sales pipelines and business processes.

Module 3 : Managing and Exploiting the Customer Database

Data import and cleaning (CSV, integration with other tools), organization of contacts, segmentation and list management, interaction history, task management and automated sales follow-up.

Module 4 : Automation, Marketing, and Reporting

Setting up automated workflows (email reminders, notifications, lead scoring), integration with marketing tools (emailing, social networks), opportunity tracking, project management, creation of custom dashboards, sales performance analysis.

Module 5 : Practical Cases and Change Management

Sector-specific case studies, individual practice on dedicated instances, audit of existing solutions, recommendations for change management, feedback on enterprise implementation, post-training action plan.

How a CRM skills are assessed

  • Multiple-choice quiz to validate learning outcomes at the end of the training
  • Corrected practical case studies by the trainer
  • Continuous evaluation through mini-projects

How the a CRM course is taught

  • Alternating theory and hands-on practice on well-known CRMs
  • Individual and group practical exercises
  • Course materials and tutorials provided in PDF
  • Access to a training platform for 2 weeks

a CRM training: access and practical arrangements

The Training: Mastering a CRM - Optimizing Customer Relationship Management 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: Mastering a CRM - Optimizing Customer Relationship Management 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: Mastering a CRM - Optimizing Customer Relationship Management 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.

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 a 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

a CRM: frequently asked questions

What can participants do after Training: Mastering a CRM training?+
They can understand the strategic role of a CRM in the enterprise, discover the main features of a CRM solution and configure and customize a CRM for operational needs. Those are the stated objectives of the Training: Mastering a CRM program at Intermediate level, checked by the end-of-session assessment.
What does the Training: Mastering a CRM program cover, day by day?+
Day 1: Fundamentals of Customer Relationship Management. Day 2: Getting Started and Configuring a CRM Tool. Day 3: Managing and Exploiting the Customer Database. Day 4: Automation, Marketing, and Reporting. Day 5: Practical Cases and Change Management. The Training: Mastering a CRM program runs over 2 days, delivered on site.
How is Training: Mastering a CRM training assessed?+
Assessment relies on multiple-choice quiz to validate learning outcomes at the end of the training, corrected practical case studies by the trainer and continuous evaluation through mini-projects. Learni issues a completion certificate together with the individual assessment report at the end of the Training: Mastering a CRM program, which an L&D team can file as evidence.
How much does Training: Mastering a CRM training cost per participant?+
Training: Mastering a 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 Training: Mastering a 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 Training: Mastering a 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 Training: Mastering a CRM training?+
Comfort with computer tools, basic customer relationship experience recommended.
Is a certificate issued after Training: Mastering a 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.
Does Learni provide the equipment for Training: Mastering a CRM 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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