Customer Relation Management Training Overview

Customer Relation Management Training Course Outline

Module 1: Introduction to Customer Relationship Management

  • What is Customer Relationship Management?
  • Strategic CRM
  • Operational CRM
  • Analytical CRM
  • Collaborative CRM
  • CRM Constituencies
  • Models of CRM

Module 2: Understanding Relationships

  • What is a Relationship?
  • Relationship Quality
  • Why Companies Want Relationship with Customers?
  • Why Customer Want Relationships with Suppliers?
  • Customer Satisfaction, Loyalty, and Business Performance
  • Relationship Management

Module 3: Planning and Implementing CRM Projects

  • Introduction
  • CRM Implementation
    • Phase 1: Develop the CRM Strategy
    • Phase 2: Build CRM Project Foundations
    • Phase 3: Needs Specification and Partner Selection
    • Phase 4: Project Implementation
    • Phase 5: Evaluate Performance

Module 4: Developing, Managing, and Using Customer Related Databases

  • What is a Customer-Related Database?
  • Developing a Customer- Related Database
  • Select the Database Technology and Hardware Platform
  • Maintain the Database
  • Desirable Data Attributes
  • Data Integration
  • Data Warehousing
  • Data Marts
  • Data Access and Interrogation
  • Data Mining
  • Privacy Issues

Module 5: Customer Portfolio Management

  • What is a Portfolio?
  • Who is the Customer?
  • Disciplines for CPM
  • Market Segmentation
  • Sales Forecasting
  • Activity Based Costing
  • Lifetime Value Estimation
  • CPM in the Business to Business Context
  • Customer Portfolio Management Tools
  • Customer Management Strategies

Module 6: Customer Relationship Management and Customer Experience

  • Introduction to Customer Relationship Management
  • What is Customer Experience?
  • Experiential Marketing Strategies
  • Customer Experience and the Role of CRM
  • Features of CRM Software Applications
  • Link Between Customer Experience and CRM

Module 7: Customer Retention and Development

  • What is a Customer Retention?
  • Manage Customer Retention or Value Retention
  • Economics of Customer Retention
  • Which Customers to Retain?
  • Strategies for Customer Retention
  • Positive Customer Retention Strategies

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Who should attend this Customer Relation Management (CRM) Training Course?

This CRM Training Course is designed to equip professionals with the knowledge and skills needed to manage customer interactions, enhance customer satisfaction, and build lasting relationships. It’s beneficial for multiple professionals, including:

  • Sales and Marketing Professionals
  • Retail Managers
  • Business Development Managers
  • Account Managers
  • CRM System Administrators
  • Remote Workers
  • Marketing Managers

Prerequisites of the Customer Relation Management (CRM) Training Course

There are no formal prerequisites for this CRM Course.

Customer Relation Management Training Course Overview

Building strong customer relationships is vital for business success, driving loyalty and long-term growth. This course in the United Kingdom introduces key concepts and strategies for effective Customer Relation Management (CRM), equipping professionals with the skills to enhance customer engagement and optimise organisational performance. By mastering CRM techniques, individuals can better understand customer needs, deliver tailored solutions, and strengthen brand reputation.

Proficiency in CRM is essential for those managing customer interactions, implementing CRM systems, or seeking to enhance their organisation’s customer-centric approach. These skills enable professionals to improve customer satisfaction, streamline processes, and drive revenue growth.

The Knowledge Academy’s comprehensive 1-day Customer Relation Management Training Course provides delegates with the knowledge and tools to excel in customer relationship management. Learners will learn to analyse customer data, manage CRM platforms, and develop strategies to improve customer retention. By the end of this training, delegates will be equipped to drive customer-focused success in their organisations.

Course Objectives

  • To understand the fundamentals of Customer Relation Management and its impact on businesses
  • To analyse customer data and derive actionable insights
  • To utilise CRM platforms to enhance customer engagement and retention
  • To implement strategies for improving customer satisfaction and loyalty
  • To align CRM practices with organisational goals for long-term success

After completing this Customer Relation Management Certification course, delegates will receive a certification recognising their expertise in CRM, a critical competency across industries committed to customer-centric excellence.

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What’s included in this Customer Relation Management (CRM) Training Course?

  • World-Class Training Sessions from Experienced Instructors 
  • Customer Relationship Management (CRM) Certificate
  • Digital Delegate Pack

Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Customer Relation Management Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

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Live classes

Join a scheduled class with a live instructor and other delegates.

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Interactive

Engage in activities, and communicate with your trainer and peers.

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Global Pool of the Best Trainers

We handpick from a global pool of expert trainers for our Online Instructor-led courses.

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Expertise

With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.

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Global Reach

With classes running in all timezones, access any of our courses and course material from anywhere, anytime.

Unlock your potential with The Knowledge Academy's Customer Relation Management Training, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Unlock your potential with The Knowledge Academy's Customer Relation Management Training, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

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Experience the most sought-after learning style with The Knowledge Academy's Customer Relation Management Training. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Customer Relation Management Training sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Customer Relation Management Training at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our Customer Relation Management Training offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Customer Relation Management Training FAQs

Customer Relationship Management (CRM) is a strategic approach used by organisations to manage interactions with current and potential customers, aiming to enhance customer satisfaction, retention, and overall business success through effective communication and data-driven insights.
CRM is used to centralise customer data, streamline sales processes, improve marketing strategies, foster stronger customer relationships, and enhance customer service, ultimately driving higher profitability and organisational efficiency.
This Customer Relationship Management Training takes 1-day to complete during which delegates participate in intensive learning sessions that cover various course topics.
CRM is popular due to its ability to optimise customer interactions, provide valuable insights through data analysis, automate repetitive tasks, and support better decision-making, all of which contribute to improved business outcomes and customer satisfaction.
This training covers the fundamentals of CRM, key tools and techniques, customer lifecycle management, sales and marketing integration, and strategies for improving customer retention and business growth using CRM systems.
There are no formal prerequisites for this Customer Relationship Management Training.
This Customer Relationship Management Training is ideal for Business Professionals, Sales and Marketing Teams, Managers, and individuals aiming to enhance customer relationship skills and leverage CRM systems to improve business performance.
The course aims to provide individuals with a comprehensive understanding of CRM strategies and tools, enabling them to optimise customer interactions, enhance loyalty, and achieve sustainable business success.
CRM drives business growth by fostering stronger customer relationships, improving retention rates, increasing sales efficiency, personalising marketing efforts, and providing actionable insights for informed decision-making.
Yes, an examination is included to assess the understanding and practical application of CRM concepts covered during the course, helping learners demonstrate their knowledge and expertise.
Attending the course opens career opportunities such as CRM specialist, sales manager, marketing strategist, customer experience manager, and business analyst, with enhanced prospects in various industries.
Yes, The Knowledge Academy offers 24/7 support via phone & email before attending, during, and after the course. Our customer support team is available to assist and promptly resolve any issues you may encounter.
In this training course, delegates will have intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.
Certification improves professional credibility, demonstrates expertise in CRM, enhances career prospects, equips learners with actionable skills, and provides organisations with certified individuals capable of driving better customer-focused strategies.
The Knowledge Academy provides flexible self-paced training for this course. Self-paced training is beneficial for individuals who have an independent learning style and wish to study at their own pace and convenience.
Yes, we provide corporate training for this course, tailored to fit your organisation’s requirements.
The Customer Relationship Management Training is designed to accommodate varying levels of expertise, from beginners seeking foundational knowledge to professionals aiming to refine advanced CRM skills, ensuring accessibility for diverse learners.
If you are unable to access your Customer Relation Management Courses, contact the support team at The Knowledge Academy via their customer service email or phone number provided on their website for prompt assistance and resolution of your issue.
This Customer Relationship Management Training includes key skills like customer interaction management, data analysis, CRM software proficiency, strategic sales and marketing integration, customer retention strategies, and effective problem-solving for improving business outcomes.
The course addresses challenges such as data management complexities, customer retention issues, misaligned sales and marketing efforts, ineffective communication, and resistance to adopting CRM systems.
Yes, learners receive a certification upon successful completion, validating their CRM knowledge and demonstrating their competence to apply CRM strategies effectively in a business environment.
Yes, the course caters to individuals at all career stages, from beginners to experienced professionals, offering insights and skills tailored to varying levels of expertise and career goals.
The Knowledge Academy in the United Kingdom stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this Customer Relationship Management Training.
The training fees for Customer Relation Management Trainingin the United Kingdom starts from £1295
The Knowledge Academy is the Leading global training provider for Customer Relation Management Training.
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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