Course information

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

Customer Relationship Management (CRM) is a methodical strategy for creating and maintaining professional client connections. CRM is used to monitor and manage the company’s interactions with its clients in an effort to establish strong relationships. It helps sales and marketing teams enhance their relationships with customers without indulging in manual labour. It enables businesses to organise customer information so that they can keep in touch with clients while also growing their operations. Studying this training equips learners with sales forecasting techniques that can be applied and provide useful information for customer portfolio management. Pursuing this training helps individuals get equipped with the necessary skills and techniques to enhance their career opportunities and increase their earnings.

The Knowledge Academy’s 1-day Customer Relation Management Training course provides delegates with comprehensive knowledge about customer relationships. During this training, they will become familiar with customer portfolio management, which is the collection of mutually exclusive customer groups. They will also learn about customer retention and how to maintain continuous trading relationships with customers. This course will be led by our highly skilled and knowledgeable trainer, who has years of experience in teaching and will help delegates get a complete understanding of this course.

Course Objectives

  • To recognise why customer relationship management is important
  • To understand the marketing aspects of customer relationship management
  • To learn the basics of analytical customer relationship management
  • To become familiar with how to enhance customer service, sales, and marketing
  • To support teams and individuals in strategising and setting key milestones for using the CRM

At the end of this training, delegates will be able to manage customer relationships that boost purchase recurrence and attract new clients. They will also be able to develop a proactive approach that focuses time, resources, and efforts on the right customers.

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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

Our San Antonio venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

San Antonio is the seventh most populated city in the USA with an estimated population of 1.4 million people. The name is derived from the Spanish for Saint Anthony. Education in the USA is provided by both public and private schools, and is mandatory until the age of 16.  Pupils conducting their schooling within the USA start off at preschool, followed by elementary school, then middle school, before finishing at high school.  At age 18, US citizens are able to engage in higher education.  Higher education in the USA normally comes in the form of a college, undergraduate school, or a community college – that latter of which doesn’t normally cost anything to attend.  Candidates participating in a course at a college will gain credits towards a bachelor’s degree, whilst candidates participating a course at a community college will be earning credits in order to achieve an associate’s degree. It is estimated that there are over 100,000 student in San Antonio that are attending one of the 31 higher education institutions in the city. There are a number of publicly funded universities, including: University of Texas Health Science Center at San Antonio, the University of Texas at San Antonio, Texas A&M University–San Antonio, and the Alamo Community College District. The largest university in the city is the the University of Texas at San Antonio with over 28,000 pupils. There are also many private universities in the city including the highly respected Trinity University. This is a private liberal arts university that was founded in 1869. It offers up to 45 major programs and 60 minors, as well as 6 degree level programs. In 2013 it was named the US best university for Masters Studies by the Washington monthly. At The Knowledge Academy we offer over 50,000 classroom based training courses in the United States, including popular locations such as San Antonio.

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Address

San Antonio

Texas

T: +1 7204454674

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Personal Development Training | Customer Relation Management Training in San Antonio. 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.

Unlock your potential with The Knowledge Academy's Personal Development Training | Customer Relation Management Training in San Antonio, 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.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite 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 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

Personal Development Training | Customer Relation Management Training in San Antonio FAQs

Customer Relationship Management (CRM) is a methodical strategy for creating and maintaining professional client’s connections.
CRM is used to monitor and manage a company’s interactions with its clients in an effort to establish strong relationships. It enables businesses to organise customer information so that they can keep in touch with clients while also growing their operations.
Customer relationship managers create and maintain profitable relationships with major clients and effectively handle clients’ complaints.
This course is [ 1 ] day(s)
CRM allows companies to manage and automate the crucial tasks that are profitable. It enables sales and marketing teams to improve client’s relationships without engaging in manual labour.
In this Customer Relation Management Training course, you will learn about customer relationship management and customer experience, strategic CRM, relationship and relationship quality, planning and implementing customer relationships, customer portfolio management, customer retention and development, and other related concepts.
The training fees for Customer Relation Management Trainingin San Antonio 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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