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

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Request a call back and an advisor reaches you within 24 business hours, Monday to Saturday.

Training CRM - Mastering Customer Relationship Management

Ref: EOP572
10 people max.
From $4,620 HT / per person
On-site on request · +$540 with certification exam
4 days
Onsite

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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 the fundamentals of CRM for effective client management
  • Develop professional skills in configuring CRM tools
  • Design email campaigns integrated into your company CRM
  • Implement client follow-up processes with HubSpot and Salesforce
  • Optimize customer relationships through recognized certified training
  • Deploy CRM strategies tailored to your professional context
A child walking to school with a backpack
Our social commitment

A school kit donated to a child for every training

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

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

  • Companies that neglect mastering CRM lose an average of 20% of their customers each year due to lack of structured follow-up.

  • This disorganization generates revenue losses estimated at several thousand euros per month.

  • Employees without CRM skills see their employability decline against competitors who master HubSpot and Salesforce.

  • Not taking this training exposes your team to lasting competitive lag and degraded customer relationships.

Allan BUSI
Allan BUSI

Learni trainer · AI expert

73%productivity gap
×3cost of inaction

Program

Module 1Theme: CRM Discovery and Initial Configuration (HubSpot, Salesforce, real cases)

Participants discover the key concepts of CRM and explore the HubSpot and Salesforce interfaces. Practical exercises allow creating an account, importing contacts, and configuring simple pipelines. Concrete business cases illustrate immediate benefits. The deliverable is a first operational CRM space ready for use.

Module 2Theme: Contact and CRM Pipeline Management (HubSpot, Salesforce, guided exercises)

This day focuses on structuring customer data and creating high-performing pipelines in CRM tools. Learners perform lead qualification exercises and opportunity tracking. Real business scenarios serve as support. The deliverable is a complete pipeline with basic automation rules.

Module 3Theme: Emailing and Newsletters via CRM (HubSpot, Salesforce, tested campaigns)

Participants learn to design and launch email campaigns directly from their CRM. They segment audiences, write newsletters, and analyze performance. A/B tests are conducted on concrete cases. The deliverable is an email campaign ready for deployment with integrated reporting.

Module 4Theme: CRM Reporting and Optimization (HubSpot, Salesforce, final dashboard)

The final day focuses on data analysis and continuous optimization of CRM processes. Learners create dashboards and identify areas for improvement. Practical exercises allow measuring ROI. The final deliverable is a complete report with strategic recommendations for the company.

Evaluation method

  • Daily knowledge validation quizzes
  • Final practical exercise on a business case
  • Evaluation grid for produced CRM deliverables

Learning method

  • Practical exercises on real tools
  • Analysis of concrete business cases
  • Complete training materials provided
  • Test platform access for 30 days

Methods, materials and delivery

The Training CRM - Mastering Customer Relationship 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 - Mastering Customer Relationship 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 - Mastering Customer Relationship 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.

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

How much does the Training CRM - Mastering Customer Relationship Management training cost?+
The price is $4,620 (USD) per participant. A detailed quote is sent within one business day.
How long is the Training CRM - Mastering Customer Relationship Management training?+
The training lasts 4 journées, available live online (US time zones) or on-site at your offices.
How is this training paid for?+
Most US teams pay directly through their company (L&D or training budget). We invoice in US dollars and accept bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
Are there any prerequisites?+
Familiarity with basic office tools such as Excel and email
Is a certificate delivered at the end?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report.
Does Learni provide the equipment?+
No. A computer and stable internet connection are required for the participant. Learni provides the educational platform, the trainer and all course materials.
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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