← Back Explore the ERP, CRM & business tools category

Training CRM - Master HubSpot and Salesforce to Boost Sales

Course created on July 27, 2026Updated on October 5, 2026

On quote

2 days
Onsite
10 people max.

Request a quote See the program

Ref: IHT859

10 people max.

On quote

In-company rate: on quote

On-site and certification exam on quote

2 days

Onsite

Don't let this gap widen

Why this program matters

Without intermediate CRM mastery, 40% of qualified leads are lost due to ineffective automation, according to Gartner studies on French SMEs.
Companies suffer an average 25% annual customer churn, directly cutting revenue by 15-20% due to imprecise segmentation and inadequate nurturing through HubSpot or Salesforce.
Careers stagnate: sales managers without advanced CRM skills fail to hit targets and risk demotion or forced career change.
Invest now in this certified training to secure performance and drive sustainable company growth.

Trusted by — schools, companies and industrial groups

25,666 programs · 25 countries

Every program built with a dedicated engineer

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

Learning objectives

Master advanced workflows in HubSpot and Salesforce in a professional context
Configure email campaign automation via CRM to maximize conversions
Develop customer segmentation skills for targeted business strategies
Analyze CRM data to generate actionable and validated insights
Optimize customer loyalty processes with high-performance CRM tools
Implement CRM integrations for seamless lead and sales management

Program

Module 1CRM Configuration: HubSpot and Salesforce (workflows, segments, automations)

Discover the intermediate features of HubSpot and Salesforce through practical exercises on creating custom workflows, segment your customer databases in real-time with advanced criteria, configure automations to nurture leads automatically, test integrations with email tools for seamless campaigns, produce initial reports on segment effectiveness, while applying concrete cases from leading companies, with individual feedback from the trainer for rapid mastery of CRM skills.

Module 2CRM Optimization: Analysis and Loyalty (dashboards, scoring, reporting)

Dive into advanced CRM data analysis via HubSpot and Salesforce dashboards, develop lead scoring models to prioritize hot opportunities, optimize customer journeys with automated email sequences, perform exercises on custom reporting to measure the ROI of actions, integrate loyalty strategies based on real behaviors, apply everything to a simulated company project with concrete deliverables such as a ready-to-deploy CRM action plan, strengthening your certifiable professional skills.

Evaluation method

Interactive quizzes at the end of each day on CRM configurations
Practical case studies with group debriefing
Final project: implementation of a complete CRM workflow

Learning method

70% hands-on with exercises on real HubSpot and Salesforce platforms
Cases from French companies to contextualize skills
Post-training video support accessible for 6 months
Internal certification validating intermediate CRM skills

Methods, materials and delivery

The Training CRM - Master HubSpot and Salesforce to Boost Sales 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 - Master HubSpot and Salesforce to Boost Sales 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 - Master HubSpot and Salesforce to Boost Sales 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

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.

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

Frequently asked questions

Which tools are used in CRM training?+

Hands-on work runs on workflows, segments, automations, dashboards, scoring and reporting. 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 workflows in HubSpot and Salesforce in a professional context, configure email campaign automation via CRM to maximize conversions and develop customer segmentation skills for targeted business strategies. Those are the stated objectives of the CRM program at Intermediate level, checked by the end-of-session assessment.

What does the CRM program cover, day by day?+

Day 1: CRM Configuration: HubSpot and Salesforce (workflows, segments, automations). Day 2: CRM Optimization: Analysis and Loyalty (dashboards, scoring, reporting). The CRM program runs over 2 days, delivered on site.

How is CRM training assessed?+

Assessment relies on interactive quizzes at the end of each day on CRM configurations, practical case studies with group debriefing and final project: implementation of a complete CRM workflow. 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 is priced on quote. The amount depends on headcount, format and how far the syllabus is tailored to your team. A detailed quote is sent within one business day, and team pricing covers the whole group from the second participant.

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?+

Basic experience with a CRM tool like HubSpot or Salesforce, fundamentals of marketing and customer data management.

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