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.

CRM: Analyze, Apply & Optimize Customer Success

CRM: Analyze, Apply & Optimize Customer Success
This course is part of Customer-Centric CRM Strategy and Management Specialization

Instructor: EDUCBA
Access provided by Interbank
16 reviews
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
- Portfolio Management
- Customer Acquisition Management
- Customer experience strategy (CX)
- Marketing Automation
- Customer Relationship Building
- Performance Measurement
- Customer Analysis
- Value Propositions
- Customer Success Management
- Automation
- Customer Data Management
- Customer Relationship Management
- Customer Retention
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12 assignments
October 2025
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There are 3 modules in this course
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
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
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.
What's included
11 videos4 assignments
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Reviewed on Dec 11, 2025
The best course on CRM I have ever taken. It offers a practical roadmap for sustainable growth and success.
Reviewed on Dec 17, 2025
This training bridged my knowledge gaps perfectly. I now understand how to analyze customer patterns to create more personalized and effective experiences.
Reviewed on Dec 9, 2025
Learned to apply advanced CRM features for personalized customer journeys. The personalization module was particularly insightful.





