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.
Training: Mastering CRM - Optimizing Customer Relationship Management to Boost Your Company's Performance
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
- Understand the role and strategic importance of CRM in the company
- Learn to configure and customize a CRM to adapt the tool to business needs
- Master the main features of a modern CRM (contact management, opportunity tracking, reporting, automation)
- Structure sales and customer relationship processes using the CRM
- Leverage the CRM to manage marketing campaigns and improve after-sales follow-up
- Analyze and exploit customer data to increase satisfaction and loyalty
Program
Module 1Fundamentals and Challenges of CRM for the Company
Introduction to CRM: definitions, benefits, and challenges; overview of market solutions (Salesforce, Hubspot, Zoho, etc.); selection criteria and implementation steps for a CRM. Identifying objectives and customer relationship management processes. Practical work: mapping your current customer processes.
Module 2Getting Started and Configuring a CRM
Creating and setting up an account on a CRM solution (e.g., Hubspot/Salesforce). Managing contact, company, and opportunity records. Customizing the sales pipeline. Setting up users, access rights, and data security. Exercises on importing and segmenting customer databases.
Module 3Advanced Optimization and Exploitation of CRM
Task automation (workflows, notifications), multi-channel interaction tracking, marketing campaign management, and support ticket handling. Exploring reporting tools and dashboards for sales performance monitoring. Analyzing key indicators and best practices for customer follow-up and loyalty. Case studies and application workshops on your business challenges.
Evaluation method
- Completion of a continuous project on implementing a CRM tailored to one's organization
- Multiple-choice quiz at the end of the training
- Practical exercises throughout the modules
Learning method
- Alternating theoretical modules, demonstrations on professional CRMs, and hands-on practice on real cases
- Detailed training materials and provided procedure templates
- Interactive sessions and collaborative workshops
Methods, materials and delivery
The Training: Mastering CRM - Optimizing Customer Relationship Management to Boost Your Company's Performance 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 CRM - Optimizing Customer Relationship Management to Boost Your Company's Performance 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 CRM - Optimizing Customer Relationship Management to Boost Your Company's Performance 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.
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.
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
FAQ
Frequently asked questions
What can participants do after Training: Mastering CRM training?+
They can understand the role and strategic importance of CRM in the company, learn to configure and customize a CRM to adapt the tool to business needs and master the main features of a modern CRM (contact management, opportunity tracking, reporting, automation). Those are the stated objectives of the Training: Mastering CRM program at Intermediate level, checked by the end-of-session assessment.
What does the Training: Mastering CRM program cover, day by day?+
Day 1: Fundamentals and Challenges of CRM for the Company. Day 2: Getting Started and Configuring a CRM. Day 3: Advanced Optimization and Exploitation of CRM. The Training: Mastering CRM program runs over 3 days, delivered on site.
How is Training: Mastering CRM training assessed?+
Assessment relies on completion of a continuous project on implementing a CRM tailored to one's organization, multiple-choice quiz at the end of the training and practical exercises throughout the modules. Learni issues a completion certificate together with the individual assessment report at the end of the Training: Mastering CRM program, which an L&D team can file as evidence.
How much does Training: Mastering CRM training cost per participant?+
Training: Mastering 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 Training: Mastering CRM training take?+
3 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 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 CRM training?+
Basic computer knowledge and regular use of office tools.
Is a certificate issued after Training: Mastering 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 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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