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Training: Mastering CRMs to Optimize Customer Relationship Management

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

On quote

3 days
Onsite
10 people max.

Request a quote See the program

Ref: TIJ699

10 people max.

On quote

In-company rate: on quote

On-site and certification exam on quote

3 days

Onsite

Don't let this gap widen

Why this program matters

Without mastering CRMs, customer relationship management turns chaotic, multiplying errors and missed opportunities.
Companies lose an average of 25% of their potential revenue, with error costs approaching 12 000 € per year per salesperson in wasted time and disappointed customers.
75% of customer incidents stem from poor use of CRM tools, exposing your company to rapid erosion of its loyal base and threatening your competitive position.
Each month without optimization worsens these losses: competitors advance, and your career risks stagnating with them.

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 fundamentals of a CRM and its impact on customer relationship management.
Know how to select and configure a CRM suited to professional needs.
Effectively manage contacts, prospects, and clients via a CRM.
Automate sales tasks and performance tracking.
Analyze and interpret CRM data for effective decision-making.

Program

Module 1Introduction and CRM Fundamentals

Definition and typology of CRMs. Overview of main market solutions (Salesforce, HubSpot, Zoho, etc.). Identification of business challenges. Presentation of general ergonomics and key CRM vocabulary.

Module 2Implementation, Configuration, and Contact Management

Criteria for choosing a CRM based on sector and company size. Creation and configuration of customer and prospect records. Data import/export. Segmentation and management of customer databases.

Module 3Automation, Analysis, and Reporting with a CRM

Implementation of sales automations (follow-ups, scoring, workflows, email campaigns). Opportunity tracking and sales funnel. Performance analysis (dashboards, KPIs). Concrete optimization examples and best practices, overview of integrations with other tools (email, ERP, social networks, etc.).

Evaluation method

Practical cases: configuration and usage on a CRM demonstration platform
Final multiple-choice quiz to validate theoretical and practical knowledge

Learning method

Practical workshops on CRM demonstrator
Guided exercises in pairs
Concrete examples and real-world feedback
Complete training materials and online resources

Methods, materials and delivery

The Training: Mastering CRMs to Optimize 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 to Optimize 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 to Optimize 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 to Optimize Customer Relationship Management training?+

They can understand the fundamentals of a CRM and its impact on customer relationship management, know how to select and configure a CRM suited to professional needs and effectively manage contacts, prospects, and clients via a CRM. Those are the stated objectives of the Training: Mastering CRMs to Optimize Customer Relationship Management program at Intermediate level, checked by the end-of-session assessment.

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

Day 1: Introduction and CRM Fundamentals. Day 2: Implementation, Configuration, and Contact Management. Day 3: Automation, Analysis, and Reporting with a CRM. The Training: Mastering CRMs to Optimize Customer Relationship Management program runs over 3 days, delivered on site.

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

Assessment relies on practical cases: configuration and usage on a CRM demonstration platform and final multiple-choice quiz to validate theoretical and practical knowledge. Learni issues a completion certificate together with the individual assessment report at the end of the Training: Mastering CRMs to Optimize Customer Relationship Management program, which an L&D team can file as evidence.

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

Training: Mastering CRMs to Optimize 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 to Optimize Customer Relationship Management 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 CRMs to Optimize 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 to Optimize Customer Relationship Management training?+

Good proficiency with computer tools and basic knowledge of sales management.

Is a certificate issued after Training: Mastering CRMs to Optimize 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 to Optimize 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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