Are you interested in Customer Services? Then this is the perfect course for you. Learn how to manage Customer professionally!

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125 Hrs Duration

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No Entry Requirements

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Course Overview

CRM Training

As with many significant undertakings, undergoing a CRM review (even simply considering its implementation) requires learners to analyze technical and complicated systems. This course sorts through a myriad of information and brings you the basics you need to make a decision about the need for CRM, its benefits, and how to coordinate the base requirements for a CRM undertaking.

Who Should Take This Course

  • Newcomers aiming to launch their career in customer service, sales support, or client success roles
  • Business owners and entrepreneurs who want to deepen their understanding of customer engagement and retention
  • Marketing and sales professionals seeking to enhance CRM-driven campaigns and measure success with clear evaluation metrics
  • Graduates interested in transitioning into customer management, business development, or account management positions
  • Administrative and operations staff wishing to acquire CRM planning skills to streamline workflows and improve service delivery
  • IT and development team members tasked with selecting, implementing, or supporting CRM solutions—whether homegrown or via an application service provider
  • Customer support specialists eager to learn best practices for privacy, requirement-driven product selection, and effective customer scenarios
  • Managers and team leaders preparing to review, evaluate, and optimize their organisation’s customer life cycle strategies

Course Syllabus

Unit 1: Introduction to Customer Relationship Management

This module introduces the different types of CRM systems and how to measure their effectiveness using key evaluation metrics. It also covers privacy concerns and how to choose the right CRM tools based on specific business requirements.


Unit 2: Development of Customer Relationship Management Plan

In this module, learners explore strategies to retain customers and apply real-life scenarios to improve CRM implementation. It also explains how to sell CRM concepts, choose between in-house and external solutions, and review customer life cycles effectively.


Career Path

Completing the Customer Relationship Management QLS Level 2 course opens the door to various career opportunities in the customer service and sales industries. Graduates can pursue entry-level roles such as Customer Service Representative, CRM Assistant, Client Relationship Executive, or Sales Support Officer. The course also lays a solid foundation for progressing into roles like CRM Analyst, Customer Retention Specialist, or Account Manager with experience. Ideal for professionals in retail, marketing, hospitality, or business administration, this qualification enhances your ability to manage customer relationships effectively and improve client satisfaction, helping boost career growth and long-term job prospects.

Endorsement

At the end of this course successful learners will receive a Certificate of Achievement from the Quality Licence Scheme and a Learner Unit Summary (which lists the components the learner has completed as part of the course).

This course and/or training programme has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course and/or training programme is not regulated by Ofqual and is not an accredited qualification. Your training provider will be able to advise you on any further recognition, for example progression routes into further and/or higher education. For further information please visit the Learner FAQs on the Quality Licence Scheme website.

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Completion dates included

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Excellent Course

Lina, 22, Jun 2025

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The free CPD courses at cpd helped me understand machine learning from scratch!

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