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1 Year Access 
Intermediate 
2 Students 
42 minutes Get access to 5000+ courses including this for only £49. Learn More.
Customer Relationship Management (CRM) Essentials is a comprehensive course designed to strengthen Customer Management and Relationship Building skills. It covers Customer Data, Sales Tracking, and Lead Management to improve Customer Engagement and Service Improvement. Learners gain practical knowledge to develop a strong Retention Strategy using modern CRM Tools for business success.
Module 1 FOUNDATIONS OF CRM introduces core CRM principles and Customer Strategy for value creation. Module 2 and Module 3 focus on CRM Systems and Technologies, enhancing data-driven Customer Engagement. Learners understand Sales Tracking, Lead Management, and Service Improvement through structured CRM Tools and techniques for better business performance and scalability.
Module 4 Implementation and Change Management, Module 5 CRM Analytics and Performance Measurement, and Module 6 Ethics, Compliance, and Future Trends prepare learners for advanced Customer Data handling and Relationship Building. The course enhances Customer Engagement, Retention Strategy, and Sales Tracking using CRM Essentials tools for long-term Customer Management success.
After completing the Customer Relationship Management (CRM) Essentials course assessment, you will be eligible to receive a CPD-accredited certificate worth £9 from One Education to demonstrate your achievement.
The certificate is also available as a printed hard copy delivered by post for £15.
Customer Relationship Management (CRM) Essentials is essential for understanding how businesses build, manage, and strengthen relationships with their customers using structured systems and strategies. This course helps learners understand the core functions of CRM in improving customer experience and business performance.
Studying this course develops skills in customer data management, relationship building, and CRM system usage. It prepares professionals to track customer interactions, improve engagement, and support sales and marketing efforts that enhance customer satisfaction and long-term loyalty.
The Customer Relationship Management (CRM) Essentials course has a total study time of 42 minutes. Learners can work through the material at a flexible pace, enabling them to complete the programme conveniently while developing foundational knowledge of CRM systems, customer engagement strategies, and relationship management principles.
Requirements for the Customer Relationship Management (CRM) Essentials course are simple and beginner-friendly. Learners should have basic computer skills, good communication ability, and interest in customer service or business operations. A reliable internet connection and a digital device are required to access the online training materials and complete activities.
It focuses on understanding CRM systems and strategies to manage customer data, improve customer relationships, track interactions, enhance sales performance, and increase customer retention.
No, beginners can join, although basic knowledge of sales, marketing, or customer service is helpful.
It is usually delivered online through self-paced modules, CRM software demonstrations, and customer data management exercises.
Yes, most courses include CRM usage tasks, customer journey mapping exercises, and scenario-based assessments.
You will receive a certificate of completion in Customer Relationship Management (CRM) Essentials.
You can work in customer service, sales support, CRM administration, marketing support, business development, or customer experience roles.
| Module 1 FOUNDATIONS OF CRM | |||
| FOUNDATIONS OF CRM – Part 1 | 00:05:00 | ||
| FOUNDATIONS OF CRM – Part 2 | 00:04:00 | ||
| Module 2 CUSTOMER STRATEGY AND VALUE CREATION | |||
| CUSTOMER STRATEGY AND VALUE CREATION – Part 1 | 00:04:00 | ||
| CUSTOMER STRATEGY AND VALUE CREATION – Part 2 | 00:04:00 | ||
| Module 3 CRM SYSTEMS AND TECHNOLOGIES | |||
| CRM SYSTEMS AND TECHNOLOGIES – Part 1 | 00:03:00 | ||
| CRM SYSTEMS AND TECHNOLOGIES – Part 2 | 00:05:00 | ||
| Module 4 IMPLEMENTATION AND CHANGE MANAGEMENT | |||
| IMPLEMENTATION AND CHANGE MANAGEMENT – Part 1 | 00:03:00 | ||
| IMPLEMENTATION AND CHANGE MANAGEMENT – Part 2 | 00:04:00 | ||
| Module 5 CRM ANALYTICS AND PERFORMANCE MEASUREMENT | |||
| CRM ANALYTICS AND PERFORMANCE MEASUREMENT – Part 1 | 00:04:00 | ||
| CRM ANALYTICS AND PERFORMANCE MEASUREMENT – Part 2 | 00:03:00 | ||
| Module 6 ETHICS, COMPLIANCE, AND FUTURE TRENDS | |||
| ETHICS, COMPLIANCE, AND FUTURE TRENDS – Part 1 | 00:03:00 | ||
| ETHICS, COMPLIANCE, AND FUTURE TRENDS – Part 2 | 00:00:00 | ||
Take All courses for £49