CRM: Analyze, Apply & Optimize Customer Success
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CRM: Analyze, Apply & Optimize Customer Success
This course is part of Customer-Centric CRM Strategy and Management Specialization
Instructor: EDUCBA
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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
- Customer Analysis
- Customer Relationship Building
- Customer Success Management
- Marketing Automation
- Customer Insights
- Brand Loyalty
- Data-Driven Marketing
- Customer Acquisition Management
- Automation
- Customer experience improvement
- Customer Relationship Management
- Customer experience strategy (CX)
- Customer Retention
- Portfolio Management
- Value Propositions
Tools you'll learn
Details to know
12 assignments
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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 CRMβs 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
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Reviewed on Dec 13, 2025
The practical case studies were exceptional. They helped translate the analytical concepts into real-world, successful operations.
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.
Reviewed on Dec 9, 2025
Learned to apply advanced CRM features for personalized customer journeys. The personalization module was particularly insightful.
Frequently asked questions
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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 canβt afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, youβll find a link to apply on the description page.
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