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CRM A Complete Guide Mastering Customer Relationship Management Essentials

$196.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
Who trusts this:
Trusted by professionals in 160+ countries
Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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What does the CRM course cover?

CRM is covered here in 8 modules: CRM Fundamentals: Understanding Customer Needs and Expectations, Customer Insights and Segmentation: Understanding Customer Behavior and Preferences, CRM Technology and Tools: CRM Customization: Tailoring CRM to Business Needs and 5 more. The outline lists 40 specific topics, opening with Introduction to CRM: Definition, Evolution, and Benefits and closing with CRM and Customer Experience (CX): Creating Seamless.

How do you approach CRM step by step?

The work is sequenced in 8 stages. It starts with CRM Fundamentals: Understanding Customer Needs and Expectations, moves through Customer Insights and Segmentation: Understanding Customer Behavior and Preferences and CRM Technology and Tools: CRM Customization: Tailoring CRM to Business Needs, and ends at Advanced CRM Topics: CRM and Mobile: Mobile CRM Strategies and Solutions.

What is in Module 1 of the CRM course?

Module 1 is CRM Fundamentals: Understanding Customer Needs and Expectations. It works through Introduction to CRM: Definition, Evolution, and Benefits, Understanding Customer Needs and Expectations, CRM Strategy: Aligning Business Goals with Customer Needs and 2 more. It sets the vocabulary the remaining 7 modules build on.

How is the CRM course delivered?

The CRM course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.

How much does the CRM course cost?

The CRM course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

Closely related courses: Customer Relationship Management CRM Toolkit, Relationship Building in CRM SALES Dataset, Relationship Management in CRM SALES Dataset, Electronic Customer Relationship Management E CRM Toolkit.

More answers: what you get with every course, refund policy, all help answers.

CRM A Complete Guide: Mastering Customer Relationship Management Essentials

Unlock the Power of Customer Relationship Management (CRM) and Transform Your Business

Join our comprehensive course and become a CRM expert. Upon completion, receive a Certificate issued by The Art of Service, recognized industry-wide.



Course Overview

This extensive and detailed course curriculum is designed to provide participants with a deep understanding of CRM principles, strategies, and best practices. The course is divided into 8 modules, covering over 80 topics, and is delivered through a combination of interactive lessons, hands-on projects, and real-world applications.



Course Curriculum

Module 1. CRM Fundamentals: Understanding Customer Needs and Expectations

  • Introduction to CRM: Definition, Evolution, and Benefits
  • Understanding Customer Needs and Expectations
  • CRM Strategy: Aligning Business Goals with Customer Needs
  • CRM Architecture: Overview of CRM Systems and Tools
  • CRM Implementation: Planning, Execution, and Monitoring

Module 2. Customer Insights and Segmentation: Understanding Customer Behavior and Preferences

  • Understanding Customer Behavior and Preferences
  • Customer Segmentation: Strategies and Techniques
  • Customer Profiling: Creating Detailed Customer Profiles
  • Customer Journey Mapping: Understanding Customer Interactions
  • Analyzing Customer Data: Insights and Recommendations

Module 3. CRM Technology and Tools: CRM Customization: Tailoring CRM to Business Needs

  • Overview of CRM Software: Features and Functionality
  • CRM Platforms: Cloud, On-Premise, and Hybrid Solutions
  • CRM Integration: Integrating CRM with Other Business Systems
  • CRM Customization: Tailoring CRM to Business Needs
  • CRM Reporting and Analytics: Measuring CRM Success

Module 4. Sales Force Automation and CRM: Introduction to Sales Force Automation (SFA)

  • Introduction to Sales Force Automation (SFA)
  • SFA and CRM: Integrating Sales and Customer Data
  • Sales Process Automation: Streamlining Sales Operations
  • Sales Performance Management: Monitoring and Optimizing Sales
  • Sales Analytics: Insights and Recommendations

Module 5. Marketing Automation and CRM: Marketing Analytics: Insights and Recommendations

  • Introduction to Marketing Automation (MA)
  • MA and CRM: Integrating Marketing and Customer Data
  • Marketing Process Automation: Streamlining Marketing Operations
  • Marketing Performance Management: Monitoring and Optimizing Marketing
  • Marketing Analytics: Insights and Recommendations

Module 6. Customer Service and Support: Customer Service Analytics: Insights and Recommendations

  • Introduction to Customer Service and Support
  • Customer Service Channels: Phone, Email, Chat, and Social Media
  • Customer Service Metrics: Measuring Customer Satisfaction
  • Customer Service Automation: Streamlining Customer Support
  • Customer Service Analytics: Insights and Recommendations

Module 7. CRM Implementation and Adoption: CRM Security: Protecting Customer Data

  • CRM Implementation Planning: Strategies and Best Practices
  • CRM Adoption: Change Management and Training
  • CRM Data Quality: Ensuring Accurate and Complete Data
  • CRM Security: Protecting Customer Data
  • CRM Maintenance: Ongoing Support and Optimization

Module 8. Advanced CRM Topics: CRM and Mobile: Mobile CRM Strategies and Solutions

  • Advanced CRM Analytics: Predictive Analytics and Machine Learning
  • CRM and Artificial Intelligence (AI): Opportunities and Challenges
  • CRM and Social Media: Integrating Social Media with CRM
  • CRM and Mobile: Mobile CRM Strategies and Solutions
  • CRM and Customer Experience (CX): Creating Seamless Customer Experiences


Course Features

  • Interactive and Engaging: Learn through a combination of video lessons, interactive quizzes, and hands-on projects
  • Comprehensive and Up-to-date: Stay current with the latest CRM trends, strategies, and best practices
  • Personalized Learning: Learn at your own pace and on your own schedule
  • Expert Instructors: Learn from experienced CRM professionals and industry experts
  • Certificate upon Completion: Receive a recognized certificate issued by The Art of Service
  • Flexible Learning: Access course materials on desktop, tablet, or mobile device
  • User-friendly and Mobile-accessible: Easy to navigate and access course materials on-the-go
  • Community-driven: Join a community of CRM professionals and learners for support and networking
  • Actionable Insights and Hands-on Projects: Apply CRM concepts to real-world scenarios and projects
  • Bite-sized Lessons: Learn in manageable chunks, with lessons ranging from 10-30 minutes
  • Lifetime Access: Access course materials for a lifetime, with ongoing updates and support
  • Gamification and Progress Tracking: Track your progress and earn rewards through our gamification system
Join our CRM course today and take the first step towards mastering Customer Relationship Management essentials!

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