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Professional Diploma in Customer Relationship Management CRM by MTF Institute

What you will learn

Business Principles of Customer Relationship Management

Multichannel Sales, Service, Marketing and Business Management

Business principles of implementation of oCRM tools (Microsoft Dynamics 365 (CRM), Oracle Siebel CRM, Salesforce)

Sales Management

Service and claims Management

Cross-sale and up-sale

Digital Channels building

Examples from Consumer Lending, Mortgage and other produc-lines of Retail Business

Add-On Information:


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  • Master the art of fostering enduring customer loyalty and advocacy through strategic relationship management.
  • Develop a deep understanding of the customer lifecycle and how to optimize each touchpoint for maximum impact.
  • Gain proficiency in leveraging customer data to drive personalized experiences and proactive engagement.
  • Acquire skills to design and implement effective customer retention strategies that minimize churn and maximize lifetime value.
  • Learn to analyze customer feedback and sentiment to inform business decisions and improve service delivery.
  • Explore best practices in managing customer interactions across diverse communication channels, both traditional and digital.
  • Understand how to build and nurture profitable customer segments through targeted marketing and sales initiatives.
  • Develop the capability to integrate CRM principles into your organization’s overall business strategy for sustainable growth.
  • Acquire the knowledge to evaluate and select appropriate CRM technologies that align with business objectives.
  • Learn to manage and resolve customer complaints and service issues efficiently and effectively to enhance satisfaction.
  • Gain insights into building strong customer relationships within the context of financial services sectors like consumer lending and mortgages.
  • Understand the nuances of cross-selling and up-selling opportunities to expand customer value without alienating them.
  • Develop strategies for creating seamless and engaging customer journeys across multiple touchpoints.
  • Learn to measure and track key customer relationship metrics to demonstrate ROI and identify areas for improvement.
  • Cultivate a customer-centric mindset essential for navigating competitive market landscapes.
  • PROS:
  • Enhances career prospects in a high-demand field.
  • Provides practical, actionable skills applicable across various industries.
  • Offers a comprehensive understanding of modern customer engagement strategies.
  • CONS:
  • Requires ongoing commitment to stay updated with evolving CRM technologies and best practices.
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