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CRM: Analyze, Apply & Optimize Customer Success

This course is part of Customer-Centric CRM Strategy and Management Specialization

Instructor: EDUCBA

Included with

Learn more

3 modules

Gain insight into a topic and learn the fundamentals.

19 reviews

9 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

19 reviews

9 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Analyze customer lifecycle and CRM strategies.
Differentiate acquisition vs. retention approaches.
Apply CRM tools to optimize business performance.

Skills you'll gain

Tools you'll learn

Customer Relationship Management (CRM) Software

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

12 assignments

Taught in English

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Build your subject-matter expertise

This course is part of the Customer-Centric CRM Strategy and Management Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 3 modules in this course

By the end of this course, learners will be able to define the foundations of Customer Relationship Management (CRM), analyze customer lifecycle stages, differentiate between acquisition and retention strategies, classify customer portfolios, design value-driven experiences, and implement operational CRM tools to optimize sales, marketing, and service performance.

This comprehensive program equips professionals and students with both the strategic insight and practical tools needed to thrive in customer-centric industries. Through engaging modules, learners explore CRM’s evolution, its role in strengthening customer relationships, and the use of automation to streamline processes. Each lesson combines conceptual frameworks with real-world applications, ensuring knowledge can be directly applied in business settings. What makes this course unique is its balanced approach: it connects foundational CRM concepts with advanced strategic frameworks and operational automation. Learners will not only gain theoretical understanding but also develop the ability to apply, evaluate, and optimize CRM strategies for sustainable business growth.

Module details

This module introduces the fundamentals of Customer Relationship Management (CRM), exploring its origins, definitions, core concepts, and the customer lifecycle. Learners will gain a strong foundation to understand CRM as both a strategic approach and a set of practical tools for building lasting customer relationships.

What's included

11 videos4 assignments

11 videosTotal 85 minutes

Introduction to CRM5 minutes
CRM Defination8 minutes
Historical Chronology6 minutes
Complements Recorded9 minutes
Matrix Complements2 minutes
CRMC Introduction13 minutes
CRMC Introduction Continue7 minutes
CRMC Relationships8 minutes
CRMC Relationships Continue8 minutes
Customer LCM10 minutes
Customer Acquisition9 minutes

4 assignmentsTotal 60 minutes

Graded-Foundations of CRM30 minutes
Getting Started with CRM10 minutes
Core Concepts & Relationships10 minutes
Customer Lifecycle Basics10 minutes

This module focuses on strategic applications of CRM, highlighting customer retention, portfolio management, and customer value creation. Learners will explore how businesses can design strategies that enhance customer experiences and align CRM practices with long-term growth objectives.

What's included

11 videos4 assignments

11 videosTotal 84 minutes

Customer Retention11 minutes
Customer Retention Continue9 minutes
Strategic CRM Complements1 minute
Customer Strategic Portfolio Management Part 18 minutes
Customer Strategic Portfolio Management Part 27 minutes
Customer Strategic Portfolio Management Part 38 minutes
SCRM Customer Value Experience Part 110 minutes
SCRM Customer Value Experience Part 27 minutes
SCRM Customer Value Experience Part 36 minutes
Customer Experience Management9 minutes
Customer Experience Management Continue8 minutes

4 assignmentsTotal 60 minutes

Graded-Strategic CRM & Customer Value30 minutes
Retention & Strategic Complements10 minutes
Portfolio & Value Management10 minutes
Value Experience & Experience Management10 minutes

This module examines the practical applications of CRM through operational, marketing, sales, and service automation. Learners will discover how analytical tools and success planning ensure that CRM initiatives deliver measurable results for businesses and customers alike.