Customer Relationship Management with Case Study
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Customer Relationship Management with Case Study
This course is part of Customer-Centric CRM Strategy and Management Specialization
Instructor: EDUCBA
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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.
Skills you'll gain
- Organizational Strategy
- Analysis
- Competitive Analysis
- Customer experience improvement
- Spatial Data Analysis
- Operational Analysis
- Case Studies
- Auditing
- Customer Relationship Management
- Business Process Automation
- Customer Relationship Building
- Market Analysis
- Customer Data Management
- Customer Insights
- Marketing Automation
- Customer Analysis
- Business Strategy
Tools you'll learn
Details to know
10 assignments
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- Gain a foundational understanding of a subject or tool
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- 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
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Reviewed on Mar 27, 2026
It clearly explains CRM basics, strategy, and tools like marketing automation & customer analysis, making it easy for beginners.
Reviewed on Mar 30, 2026
A great starting point for anyone interested in customer relationship strategies and business growth.
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 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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