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.
1 seat held for the next session
30:00Held for another
Request a call back and an advisor reaches you within 24 business hours, Monday to Saturday.
Training CRM - Optimizing Customer Management in Business
Trusted by — schools, companies and industrial groups
Every program built with a dedicated engineer
Learning objectives
- Master CRM fundamentals to structure customer data in a professional training context
- Develop practical skills on HubSpot and Salesforce tailored to business needs
- Design high-performing Email and Newsletter campaigns directly from your CRM
- Implement simple, measurable customer follow-up processes in real-world scenarios
- Optimize customer relationships using recognized, certified CRM tools
- Configure basic dashboards to monitor commercial activity
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
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 fail to master CRM tools lose an average of 20% of their revenue due to poor contact management and un-followed opportunities.
According to a recent study, 67% of customers switch to competitors after a single negative experience caused by faulty follow-up.
At the individual level, professionals without CRM skills see their career prospects stall against colleagues who run high-performing tools.
Skipping this training means risking falling behind in a market where digital customer relationships are now essential.
Program
Module 1Theme: Introduction to CRM and Interface Exploration (HubSpot, Salesforce)
Participants discover key CRM concepts and explore the HubSpot and Salesforce interfaces. They complete practical exercises on contact entry, list creation, and dashboard customization. Real business cases illustrate immediate benefits. By the end of the day, each learner has a configured demo account and an initial deliverable: a simple mapping of their customer journey.
Module 2Theme: Data Structuring and Initial CRM Workflows (HubSpot & Salesforce)
This day focuses on data organization and setting up automated workflows. Learners practice segmenting their database, creating custom properties, and automating recurring tasks. Exercises based on real scenarios highlight productivity impacts. The final deliverable is a ready-to-use, documented sales pipeline.
Module 3Theme: Emailing & Newsletters from the CRM (HubSpot, Mailchimp)
Participants design and launch email campaigns directly from their CRM. They learn to create templates, segment audiences, and analyze open and click rates. Practical exercises with real newsletters help apply best practices. The deliverable is an automated email sequence ready for deployment in their company.
Module 4Theme: Reporting, Integration, and CRM Action Plan (HubSpot & Salesforce)
The final day covers advanced reporting and building a personalized action plan. Learners create dashboards, integrate their CRM with other tools, and define concrete KPIs. A closing workshop allows them to present their strategy to the group. Each participant leaves with a complete, operational deployment plan for their business.
Evaluation method
- End-of-day knowledge validation quizzes
- Practical exercises based on real business cases
- Final deliverable evaluated by the trainer
Learning method
- Alternating short theory sessions with guided exercises
- Access to a post-training resource platform
- Individual follow-up for 30 days after the course
- Certificate of completion awarded
Methods, materials and delivery
The Training CRM - Optimizing Customer Management in Business 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 Customer Management in Business 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 Customer Management in Business 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.
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.
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.
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.
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FAQ
Frequently asked questions
Which tools are used in CRM training?+
Hands-on work runs on hubSpot, salesforce, hubSpot & Salesforce and mailchimp. Those tools come from the CRM program itself, delivered on site over 4 days, so participants practise on the stack they will use at work.
What can participants do after CRM training?+
They can master CRM fundamentals to structure customer data in a professional training context, develop practical skills on HubSpot and Salesforce tailored to business needs and design high-performing Email and Newsletter campaigns directly from your CRM. Those are the stated objectives of the CRM program at Beginner level, checked by the end-of-session assessment.
What does the CRM program cover, day by day?+
Day 1: Theme: Introduction to CRM and Interface Exploration (HubSpot, Salesforce). Day 2: Theme: Data Structuring and Initial CRM Workflows (HubSpot & Salesforce). Day 3: Theme: Emailing & Newsletters from the CRM (HubSpot, Mailchimp). Day 4: Theme: Reporting, Integration, and CRM Action Plan (HubSpot & Salesforce). The CRM program runs over 4 days, delivered on site.
How is CRM training assessed?+
Assessment relies on end-of-day knowledge validation quizzes, practical exercises based on real business cases and final deliverable evaluated by the trainer. 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?+
$4,620 (USD) per participant. A detailed quote is sent within one business day, and team pricing applies from the second participant.
How long does CRM training take?+
4 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?+
Ability to use a computer and navigate the internet, along with an active professional email address.
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.
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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