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URL: https://www.coursera.org/learn/customer-relationship-management-case-study

⇱ Customer Relationship Management with Case Study | Coursera


Customer Relationship Management with Case Study

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Customer Relationship Management with Case Study

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Gain insight into a topic and learn the fundamentals.
4.8

12 reviews

6 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
4.8

12 reviews

6 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Analyze CRM strategies using PESTLE and SWOT.

  • Apply automation tools to enhance customer engagement.

  • Design CRM frameworks aligned with business goals.

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

10 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

Learners will define core CRM concepts, analyze organizational strategies, apply analytical frameworks, and implement advanced CRM tools to strengthen customer relationship management. Through a practical case study, this course demonstrates how CRM integrates with vision, mission, and business objectives to create strategic alignment. Participants will explore key observations, conduct geo-profiling, and evaluate CRM audits, gaining insights into both internal performance and external environments using PESTLE and SWOT analyses.

By completing this course, learners will develop the ability to assess customer data, evaluate organizational effectiveness, and apply automation tools such as Sales Force Automation, Marketing Automation, and Service Automation. These skills will enable them to design CRM strategies that improve customer engagement, streamline operations, and align with long-term business goals. What makes this course unique is its real-world case study approach, which bridges theoretical concepts with practical application, ensuring learners not only understand CRM frameworks but also apply them to solve complex organizational challenges. This course is designed for professionals and students who want actionable skills in CRM strategy and execution.

This module introduces the CRM case study, explains key definitions, and outlines the organizational context. Learners explore company background, vision, mission, business verticals, and objectives, establishing a foundation for understanding how CRM strategy is embedded within business practices.

What's included

8 videos3 assignments

8 videosβ€’Total 66 minutes
  • Introduction to Case Studyβ€’6 minutes
  • CRM Definitionβ€’8 minutes
  • CRM Complementsβ€’3 minutes
  • Company Overviewβ€’13 minutes
  • Vision and Mission Statementβ€’8 minutes
  • IRIC Milepostsβ€’14 minutes
  • Business Verticalsβ€’8 minutes
  • Objectiveβ€’5 minutes
3 assignmentsβ€’Total 50 minutes
  • Foundations of CRM and Case Study Introductionβ€’30 minutes
  • Case Study Context and CRM Fundamentalsβ€’10 minutes
  • Company Profile and Strategic Visionβ€’10 minutes

This module emphasizes strategic evaluation through observations, profiling, audits, and analytical frameworks. Learners examine how businesses assess customer data, organizational processes, and external environments using methods like PESTLE and SWOT to inform robust CRM strategies.

What's included

8 videos4 assignments

8 videosβ€’Total 51 minutes
  • Key Observationsβ€’3 minutes
  • CRM Strategyβ€’6 minutes
  • Ethos Complementsβ€’4 minutes
  • Geo Assessment Profilingβ€’7 minutes
  • CRM Auditβ€’9 minutes
  • CRM Audit Continueβ€’6 minutes
  • PESTLE Analysisβ€’7 minutes
  • SWOT Analysisβ€’10 minutes
4 assignmentsβ€’Total 60 minutes
  • Analytical Insights and Strategic Evaluationβ€’30 minutes
  • Key Observations and CRM Strategyβ€’10 minutes
  • Assessment and Audit Processesβ€’10 minutes
  • Environmental and Strategic Analysisβ€’10 minutes

This module explores advanced CRM applications including operational complements, Sales Force Automation, Marketing Automation, and Service Automation. Learners discover how integrated tools streamline sales, marketing, and service operations to enhance customer engagement and business efficiency.

What's included

4 videos3 assignments

4 videosβ€’Total 21 minutes
  • OCRM Complementsβ€’2 minutes
  • CRM SFAβ€’7 minutes
  • CRM MAβ€’5 minutes
  • CRM SAβ€’8 minutes
3 assignmentsβ€’Total 50 minutes
  • CRM Applications and Advanced Practicesβ€’30 minutes
  • OCRM and Strategic Complementsβ€’10 minutes
  • Advanced CRM Toolsβ€’10 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

Instructor ratings
4.7 (11 ratings)
EDUCBA
1,580 Coursesβ€’325,720 learners

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Showing 3 of 12

RK
Β·

Reviewed on Mar 27, 2026

It clearly explains CRM basics, strategy, and tools like marketing automation & customer analysis, making it easy for beginners.

RA
Β·

Reviewed on Mar 30, 2026

A great starting point for anyone interested in customer relationship strategies and business growth.

SC
Β·

Reviewed on Mar 15, 2026

A great course to understand CRM strategies and customer engagement through real case studies.

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,