CRM

CRM trainer in Lyon

A CRM is only as good as its adoption. I train your teams to structure sales, marketing and customer data in a CRM they'll actually use — turning a database everyone avoids into a shared engine for sales and loyalty.

On video

Watch Romain Rissoan on this topic

Why most CRMs underdeliver

Organisations invest in a CRM, then watch it fill with stale, incomplete data because the team sees it as admin, not help. The pipeline isn't trusted, marketing and sales don't share, and the promised single customer view never materialises.

I help you turn that around — independent of which CRM you use: clean pipeline and data discipline, processes that make the CRM useful rather than a chore, alignment of sales and marketing, and the reporting that gives real visibility. The CRM becomes a tool teams want to use.

Adoption over features: a CRM teams actually use beats a powerful one they avoid.

Example training programmes

CRM formats

Each format is tailored to your level, your sector and your goals.

Foundations

CRM essentials

1 daySales / marketing teams

Use a CRM well day to day: contacts, pipeline and data discipline.

Process

CRM that fits your process

1 dayLeads / admins

Align the CRM to your sales process so it helps rather than hinders.

Steer

Reporting & adoption

0.5 dayManagers

Dashboards and habits that drive visibility and real adoption.

What I can do for you

Beyond training, I support you across your whole project:

  • Audit of your CRM and customer data.
  • Tailor-made training for your teams.
  • Implementation / optimisation support.
  • Guidance on adoption and best practices.

Who it is for

  • Sales and marketing teams.
  • Customer service teams.
  • CRM administrators.
  • Organisations adopting or fixing a CRM.

CRM training in Lyon, Paris and Geneva

Based in Lyon (80 Cours du Docteur Long), I deliver on-site across the Auvergne-Rhône-Alpes region, in Paris and Geneva, as well as in Marseille, Bordeaux, Toulouse and Nice — and remotely via virtual classrooms, in English or French.

Frequently asked questions

You may be wondering…

Which CRM do you cover?
Any — the method is tool-agnostic; we also have pages for HubSpot, Dynamics, Zoho, Salesforce.
Why do CRMs fail?
Usually adoption and data discipline, not the tool; we tackle both head-on.
Can it align sales and marketing?
Yes — shared data and reporting are a key benefit.
Will we use our own CRM?
Yes, training on your actual CRM makes it immediately useful.

Explore also

Let's get practical

Make your CRM actually work

Tell me about your CRM and process: I'll design a tailored CRM training.

Get in touch