Lessons in this course

CRM Essentials

Leveraging data to maintain individual relationships with customers

CRM Best Practice

Improving and building on your CRM strategy

Lesson trailer

About the course

Leveraging data and technology to drive effective communication, Customer Relationship Management - or CRM - plays a vital role across the entire customer journey. In these courses, your teams will explore how a CRM system can use technology, including AI, to help optimize each stage - from generating awareness, to encouraging repeat business and customer loyalty.

Your teams will…

  • Develop understanding around what CRM is and the extent of a CRM ecosystem
  • Recognize the key considerations for developing CRM strategy
  • Appreciate how to leverage AI within CRM to drive acquisition, engagement, loyalty, and retention

Beneficial for

Marketing and Sales

Ready to build a learning path?

If you’re ready to take the next step and start upskilling your teams, we’re ready to help. Get in touch with our team to start the process.


Our courses are just one part of our process.

To find out more about how we build, plan and launch programs head to the process page.

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