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Integrated Program in Customer Relationship Management (CRM)


Summary

The British Academy for Training and Development offers a training course in Customer Relationship Management (CRM), designed to equip participants with the latest techniques and effective skills for managing customer relationships using modern CRM systems. With the rapid technological advancements, it has become essential for organizations to stay ahead by adopting CRM strategies that enhance customer interactions and build loyalty.

In today’s competitive business environment, managing customer relationships is no longer just a support process; it is now a fundamental part of sustainable growth strategies. Through this course, participants will learn how to use CRM systems to analyze customer data in innovative ways, helping to personalize customer experiences and guide strategic decisions that contribute to the success of the organization.

The course will cover essential CRM concepts and how to build comprehensive strategies, as well as using data and technology to improve customer interaction and maximize the value of these relationships. The course will also include practical applications on improving sales, marketing, and customer service processes using advanced CRM tools.

 

Objectives and target group

Who Should Attend?

  • Customer relationship managers.
  • Marketing and sales teams.
  • Customer service officers.
  • Operations team managers.
  • Individuals interested in developing CRM strategies in their organizations.

 

Knowledge and Benefits:

After completing the program, participants will be able to master the following:

  • Understand the basics and key concepts of CRM.
  • Learn how to use CRM systems to improve customer experience.
  • Understand how to collect and analyze customer data for better communication.
  • Learn how to enhance marketing and sales strategies using CRM systems.
  • Strengthen the ability to build sustainable customer relationships using CRM technology.

Course Content

  • Introduction to Customer Relationship Management (CRM)
    • Concept of CRM

    • Importance of CRM in modern organizations

    • Key benefits of customer relationship management

  • Role of CRM in Corporate Business Strategies
    • Integration with sales and marketing strategies

    • Enhancing customer relationships

    • Role of CRM in improving operational efficiency

  • Defining Goals and Vision for CRM Strategy
    • Setting measurable CRM objectives

    • Framing the CRM strategy within the organization’s vision

    • Defining employee roles in implementing the CRM strategy

  • Market and Customer Analysis
    • Segmenting customers based on common characteristics

    • Analyzing customer needs and expectations

    • Studying competitors and market trends

  • Developing an Effective CRM Implementation Plan
    • Steps to implement a CRM strategy

    • Evaluating and selecting suitable CRM tools

    • Customizing solutions according to business needs

  • Importance of Customer Data Collection in CRM
    • Data sources: sales, online interactions, customer service

    • Customer data: how to collect and store securely

    • Ensuring data accuracy and quality

  • Introduction to Modern CRM Tools
    • Overview of popular CRM software and platforms

    • Differences between tools such as Salesforce, HubSpot, and Zoho CRM

    • Comparison between cloud-based and traditional solutions

  • Integrating CRM Tools with Organizational Systems
    • How to integrate CRM with other systems like ERP

    • Facilitating automated data flow across different systems

    • Improving efficiency through technological integration

  • Analysis Using CRM Tools
    • How to use CRM tools for performance analysis

    • Customized reports and analytics using CRM

    • Making strategic decisions based on CRM analysis

  • Marketing Campaign Planning Using CRM
    • Designing targeted marketing campaigns for customers

    • Personalizing messages based on customer data

    • Using CRM to track campaign performance

  • Using CRM to Improve Sales Performance
    • Tracking opportunities and leads with CRM

    • Facilitating sales management through CRM tools

    • Customizing offers based on customer needs

  • Enhancing Customer Service with CRM
    • Monitoring customer interactions with support teams

    • Personalizing support services based on CRM data

    • Delivering faster and more effective solutions using CRM

  • Role of Artificial Intelligence in Enhancing CRM
    • AI applications in data analysis and predicting customer needs

    • Improving customer interaction using AI

    • Leveraging chatbots and intelligent assistants

  • Using AI to Improve Marketing Campaigns
    • Predicting customer behavior and personalizing offers

    • Real-time customer data analysis using AI

    • Enhancing customer experience with AI technologies

  • Key Performance Indicators (KPIs) to Measure CRM Effectiveness
    • Identifying critical KPIs for CRM success

    • Performance analysis using CRM reports

    • Using data to improve strategies

Course Date

2025-12-08

2026-03-09

2026-06-08

2026-09-07

Course Cost

Note / Price varies according to the selected city

Members NO. : 1
£4800 / Member

Members NO. : 2 - 3
£3840 / Member

Members NO. : + 3
£2976 / Member

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