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
Learners will define core CRM concepts, analyze organizational strategies, apply analytical frameworks, and implement advanced CRM tools to strengthen customer relationship management. Through a practical case study, this course demonstrates how CRM integrates with vision, mission, and business objectives to create strategic alignment. Participants will explore key observations, conduct geo-profiling, and evaluate CRM audits, gaining insights into both internal performance and external environments using PESTLE and SWOT analyses.
By completing this course, learners will develop the ability to assess customer data, evaluate organizational effectiveness, and apply automation tools such as Sales Force Automation, Marketing Automation, and Service Automation. These skills will enable them to design CRM strategies that improve customer engagement, streamline operations, and align with long-term business goals.
What makes this course unique is its real-world case study approach, which bridges theoretical concepts with practical application, ensuring learners not only understand CRM frameworks but also apply them to solve complex organizational challenges. This course is designed for professionals and students who want actionable skills in CRM strategy and execution.
This module introduces the CRM case study, explains key definitions, and outlines the organizational context. Learners explore company background, vision, mission, business verticals, and objectives, establishing a foundation for understanding how CRM strategy is embedded within business practices.
What's included
8 videos3 assignments
Show info about module content
8 videos•Total 66 minutes
Introduction to Case Study•6 minutes
CRM Definition•8 minutes
CRM Complements•3 minutes
Company Overview•13 minutes
Vision and Mission Statement•8 minutes
IRIC Mileposts•14 minutes
Business Verticals•8 minutes
Objective•5 minutes
3 assignments•Total 50 minutes
Case Study Context and CRM Fundamentals•10 minutes
Company Profile and Strategic Vision•10 minutes
Foundations of CRM and Case Study Introduction•30 minutes
Analytical Insights and Strategic Evaluation
Module 2•2 hours to complete
Module details
This module emphasizes strategic evaluation through observations, profiling, audits, and analytical frameworks. Learners examine how businesses assess customer data, organizational processes, and external environments using methods like PESTLE and SWOT to inform robust CRM strategies.
What's included
8 videos4 assignments
Show info about module content
8 videos•Total 51 minutes
Key Observations•3 minutes
CRM Strategy•6 minutes
Ethos Complements•4 minutes
Geo Assessment Profiling•7 minutes
CRM Audit•9 minutes
CRM Audit Continue•6 minutes
PESTLE Analysis•7 minutes
SWOT Analysis•10 minutes
4 assignments•Total 60 minutes
Key Observations and CRM Strategy•10 minutes
Assessment and Audit Processes•10 minutes
Environmental and Strategic Analysis•10 minutes
Analytical Insights and Strategic Evaluation•30 minutes
CRM Applications and Advanced Practices
Module 3•2 hours to complete
Module details
This module explores advanced CRM applications including operational complements, Sales Force Automation, Marketing Automation, and Service Automation. Learners discover how integrated tools streamline sales, marketing, and service operations to enhance customer engagement and business efficiency.
What's included
4 videos3 assignments
Show info about module content
4 videos•Total 21 minutes
OCRM Complements•2 minutes
CRM SFA•7 minutes
CRM MA•5 minutes
CRM SA•8 minutes
3 assignments•Total 50 minutes
OCRM and Strategic Complements•10 minutes
Advanced CRM Tools•10 minutes
CRM Applications and Advanced Practices•30 minutes
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What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.