VOOZH about

URL: https://www.coursera.org/learn/crm-analyze-apply-optimize-customer-success

⇱ CRM: Analyze, Apply & Optimize Customer Success | Coursera


CRM: Analyze, Apply & Optimize Customer Success

Keep adding new skills with 10,000+ programs for $239 (usually $399). Save now.

CRM: Analyze, Apply & Optimize Customer Success

Included with

β€’

Learn more

Ask Coursera

Gain insight into a topic and learn the fundamentals.
4.5

19 reviews

9 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
4.5

19 reviews

9 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Analyze customer lifecycle and CRM strategies.

  • Differentiate acquisition vs. retention approaches.

  • Apply CRM tools to optimize business performance.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

12 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Customer-Centric CRM Strategy and Management Specialization
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

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.

This comprehensive program equips professionals and students with both the strategic insight and practical tools needed to thrive in customer-centric industries. Through engaging modules, learners explore CRM’s evolution, its role in strengthening customer relationships, and the use of automation to streamline processes. Each lesson combines conceptual frameworks with real-world applications, ensuring knowledge can be directly applied in business settings. What makes this course unique is its balanced approach: it connects foundational CRM concepts with advanced strategic frameworks and operational automation. Learners will not only gain theoretical understanding but also develop the ability to apply, evaluate, and optimize CRM strategies for sustainable business growth.

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

11 videosβ€’Total 85 minutes
  • Introduction to CRMβ€’5 minutes
  • CRM Definationβ€’8 minutes
  • Historical Chronologyβ€’6 minutes
  • Complements Recordedβ€’9 minutes
  • Matrix Complementsβ€’2 minutes
  • CRMC Introductionβ€’13 minutes
  • CRMC Introduction Continueβ€’7 minutes
  • CRMC Relationshipsβ€’8 minutes
  • CRMC Relationships Continueβ€’8 minutes
  • Customer LCMβ€’10 minutes
  • Customer Acquisitionβ€’9 minutes
4 assignmentsβ€’Total 60 minutes
  • Getting Started with CRMβ€’10 minutes
  • Core Concepts & Relationshipsβ€’10 minutes
  • Customer Lifecycle Basicsβ€’10 minutes
  • Graded-Foundations of CRMβ€’30 minutes

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

11 videosβ€’Total 84 minutes
  • Customer Retentionβ€’11 minutes
  • Customer Retention Continueβ€’9 minutes
  • Strategic CRM Complementsβ€’1 minute
  • Customer Strategic Portfolio Management Part 1β€’8 minutes
  • Customer Strategic Portfolio Management Part 2β€’7 minutes
  • Customer Strategic Portfolio Management Part 3β€’8 minutes
  • SCRM Customer Value Experience Part 1β€’10 minutes
  • SCRM Customer Value Experience Part 2β€’7 minutes
  • SCRM Customer Value Experience Part 3β€’6 minutes
  • Customer Experience Managementβ€’9 minutes
  • Customer Experience Management Continueβ€’8 minutes
4 assignmentsβ€’Total 60 minutes
  • Retention & Strategic Complementsβ€’10 minutes
  • Portfolio & Value Managementβ€’10 minutes
  • Value Experience & Experience Managementβ€’10 minutes
  • Graded-Strategic CRM & Customer Valueβ€’30 minutes

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

11 videosβ€’Total 90 minutes
  • Operations CRM Complementsβ€’1 minute
  • OCRM Sales Force Automationβ€’9 minutes
  • OCRM Sales Force Automation Continueβ€’8 minutes
  • OCRM Marketing Automationβ€’10 minutes
  • OCRM Marketing Automation Continueβ€’7 minutes
  • OCRM Service Automationβ€’8 minutes
  • OCRM Service Automation Continueβ€’7 minutes
  • ACRM Complementsβ€’10 minutes
  • ACRM Customer Related Databaseβ€’9 minutes
  • CRM Benefits Complementsβ€’11 minutes
  • Success Planningβ€’11 minutes
4 assignmentsβ€’Total 60 minutes
  • Operational CRM Fundamentalsβ€’10 minutes
  • Marketing & Service Automationβ€’10 minutes
  • Advanced CRM & Success Planningβ€’10 minutes
  • Graded-Operational CRM in Actionβ€’30 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

EDUCBA
1,580 Coursesβ€’325,720 learners

Explore more from Marketing

Why people choose Coursera for their career

πŸ‘ Image

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
πŸ‘ Image

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
πŸ‘ Image

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
πŸ‘ Image

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Learner reviews

  • 5 stars

    68.42%

  • 4 stars

    26.31%

  • 3 stars

    0%

  • 2 stars

    0%

  • 1 star

    5.26%

Showing 3 of 19

KS
Β·

Reviewed on Dec 13, 2025

The practical case studies were exceptional. They helped translate the analytical concepts into real-world, successful operations.

KP
Β·

Reviewed on Dec 19, 2025

This program is a masterclass in modern customer success. I learned how to apply data-driven insights to foster long-term loyalty and business growth.

CB
Β·

Reviewed on Dec 9, 2025

Learned to apply advanced CRM features for personalized customer journeys. The personalization module was particularly insightful.

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

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.

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.

Financial aid available,