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Training: Mastering CRMs: Optimizing Customer Relationship Management

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

On quote

2 days
Onsite
12 people max.

Request a quote See the program

Ref: UTG480

12 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 CRM mastery, 70% of customer data becomes inaccurate, causing an average 25% loss in annual revenue from missed opportunities.
Teams lose up to 30% of their time on inefficient manual processes, generating additional operational costs of 12 000 € per sales rep per year.
These gaps expose your company to ruthless competition, with customer churn risk multiplied by 3, directly threatening growth and your professional advancement.
Every quarter without CRM optimization creates an unbridgeable gap versus market leaders.

Trusted by — schools, companies and industrial groups

25,665 programs · 25 countries

Every program built with a dedicated engineer

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

Learning objectives

Understand the CRM concept and its benefits for the company
Select and deploy a CRM suited to your organization
Know how to configure, customize, and use a CRM on a daily basis
Optimize the tracking of prospects, customers, and sales actions
Automate tasks and analyze CRM data to improve performance

Program

Module 1CRM Fundamentals and Tool Selection

CRM definition, challenges for the company, overview of solutions (Salesforce, HubSpot, Zoho, Pipedrive...), selection criteria, reflection on implementation. Comparative demonstration of leading solutions.

Module 2Getting Started and Customizing the CRM

Sign-up, initial configuration, user management and access rights, creation and customization of fields and pipelines, integration with emails, contact synchronization, data import scenarios.

Module 3Optimal Exploitation: Management, Automation, and Analysis

Operational management of opportunities, sales follow-up and customer service, use of automation tools (workflows, sequences), creation of reports and dashboards, performance analysis, best practices and mistakes to avoid.

Evaluation method

Completion of a case study on CRM deployment in your company or a fictional case
Final multiple-choice quiz to validate skill acquisition
Practical exercises during each module

Learning method

Interactive sessions led by a CRM expert
Role-playing and demonstrations of tools (HubSpot, Salesforce, Pipedrive... based on trainees' preferences)
Detailed PDF course materials + access to online resources
Real-world case studies

Methods, materials and delivery

The Training: Mastering CRMs: Optimizing 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: Mastering CRMs: Optimizing 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: Mastering CRMs: Optimizing 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.

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

What can participants do after Training: Mastering CRMs: Optimizing Customer Relationship Management training?+

They can understand the CRM concept and its benefits for the company, select and deploy a CRM suited to your organization and know how to configure, customize, and use a CRM on a daily basis. Those are the stated objectives of the Training: Mastering CRMs: Optimizing Customer Relationship Management program at Intermediate level, checked by the end-of-session assessment.

What does the Training: Mastering CRMs: Optimizing Customer Relationship Management program cover, day by day?+

Day 1: CRM Fundamentals and Tool Selection. Day 2: Getting Started and Customizing the CRM. Day 3: Optimal Exploitation: Management, Automation, and Analysis. The Training: Mastering CRMs: Optimizing Customer Relationship Management program runs over 2 days, delivered on site.

How is Training: Mastering CRMs: Optimizing Customer Relationship Management training assessed?+

Assessment relies on completion of a case study on CRM deployment in your company or a fictional case, final multiple-choice quiz to validate skill acquisition and practical exercises during each module. Learni issues a completion certificate together with the individual assessment report at the end of the Training: Mastering CRMs: Optimizing Customer Relationship Management program, which an L&D team can file as evidence.

How much does Training: Mastering CRMs: Optimizing Customer Relationship Management training cost per participant?+

Training: Mastering CRMs: Optimizing Customer Relationship Management 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 CRMs: Optimizing Customer Relationship Management 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 CRMs: Optimizing Customer Relationship Management 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 CRMs: Optimizing Customer Relationship Management training?+

Basic proficiency in office tools (Excel, Gmail, Outlook).

Is a certificate issued after Training: Mastering CRMs: Optimizing Customer Relationship Management 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 CRMs: Optimizing Customer Relationship Management 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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