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.
Learning objectives
- Master the principles of Privacy by Default for certified GDPR compliance in the enterprise.
- Configure HubSpot and Salesforce in privacy by default mode during this professional training.
- Develop advanced skills in managing secure customer data via emailing and CRM.
- Implement automated workflows respecting default privacy in your tools.
- Optimize newsletters and email campaigns to minimize GDPR risks in production.
- Design compliant consent collection strategies in an intermediate CRM context.
The Learni story
Founded by passionate learning and innovation experts, Learni's mission is to make professional training accessible to everyone, anywhere in the world. Our team operates in major hubs — London, New York, Boston — and internationally, to support talents and organizations in upskilling.
Don't let this gap widen
Why this program matters
Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.
Organizations that don't train their talents on key topics see their competitiveness drop.
Every quarter without training is a gap widening with competitors who invest.
The cost of inaction quickly exceeds that of well-targeted training.
Program
Module 1Fundamentals of Privacy by Default: GDPR principles and legal framework (introductory exercises, CRM tools)
Discover the pillars of Privacy by Default through concrete GDPR cases, analyze legal obligations for CRM and emailing, configure your first privacy settings on HubSpot, perform practical exercises on consent collection, identify common pitfalls in companies, and produce a simple first audit of your customer databases for immediate compliance.
Module 2Privacy by Default in HubSpot: advanced configuration (workflows, lists, secure automations)
Dive into HubSpot to activate Privacy by Default, set default private properties, create workflows respecting data minimization, test secure contact imports for emailing, simulate compliant newsletter scenarios, analyze compliance logs, and generate deliverable reports to demonstrate traceability in a professional enterprise setting.
Module 3Privacy by Default in Salesforce: emailing and CRM integration (custom objects, permissions, audits)
Explore Salesforce in depth for Privacy by Default, define default masked fields, integrate secure emailing connectors, develop automated data deletion triggers, practice audits via custom dashboards, manage role-based access for DPOs, and produce a concrete action plan applicable to your real CRM campaigns.
Module 4Emailing Strategies for Privacy by Default: newsletters and consents (A/B tests, advanced opt-ins)
Design compliant newsletters with Privacy by Default, implement dynamic double opt-ins in HubSpot and Salesforce, optimize forms to minimize collected data, test quick withdrawal scenarios, analyze impact on open rates, integrate anonymized tracking tools, and validate deliverables through professional email campaign simulations.
Module 5Deploying Privacy by Default in the Enterprise: real cases and certification (final project, roadmap)
Apply Privacy by Default to a real CRM project, integrate HubSpot and Salesforce into an enterprise roadmap, resolve complex data migration cases, prepare simulated CNIL audits, develop an internal certifying policy, evaluate ROI in terms of avoided risks, and conclude with a validated skills certificate to boost your professional career.
Evaluation method
- Daily interactive quizzes on Privacy by Default and GDPR.
- Practical case studies in HubSpot and Salesforce CRM.
- Final project evaluated by experts with personalized feedback.
Learning method
- Practical exercises on HubSpot and Salesforce remotely.
- Real business case studies in emailing and CRM.
- Interactive simulations of critical GDPR scenarios.
- Tutorial videos and unlimited post-training resources.
Methods, materials and delivery
The Training Privacy by Default - Automatic GDPR Compliance in CRM program is delivered onsite or remote (blended-learning, e-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 Privacy by Default - Automatic GDPR Compliance in CRM 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 Privacy by Default - Automatic GDPR Compliance in CRM 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
Learni programs are available inter-company and intra-company, onsite or remote. Enrollments are possible up to 48 business hours before the program starts. Our programs are eligible for corporate funding paths. Contact us to discuss your training project and funding options.
Verified reviews
What our learners
★★★★★
« cool, j'ai appris des trucs »
★★★★★
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
★★★★★
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
★★★★★
« 😊👍 »
★★★★★
« bien 👍 »
★★★★★
« Allan Busi t'es au top, continue comme ça. formation géniale »
★★★★★
« cool, j'ai appris des trucs »
★★★★★
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
★★★★★
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
★★★★★
« 😊👍 »
★★★★★
« bien 👍 »
★★★★★
« Allan Busi t'es au top, continue comme ça. formation géniale »
★★★★★
« cool, j'ai appris des trucs »
★★★★★
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
★★★★★
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
★★★★★
« 😊👍 »
★★★★★
« bien 👍 »
★★★★★
« Allan Busi t'es au top, continue comme ça. formation géniale »
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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