What customer relationship management skills will I develop in this course?

You’ll learn customer retention strategies, needs assessment techniques, proposal development, customer satisfaction analysis, and long-term relationship management practices.

How is AI used in customer relationship management?

AI tools can support customer engagement planning, retention analysis, proposal drafting, CRM insights, and customer satisfaction monitoring.

When will I have access to the lectures and assignments?

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.

What will I get if I subscribe to this Specialization?

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.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Advanced Customer Relationship Management

kurs ist nicht verfügbar in Deutsch (Deutschland)

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Advanced Customer Relationship Management

Dieser Kurs ist Teil von Spezialisierung „Microsoft AI-Powered Sales & Relationship Management“

Dozent: Microsoft

Bei enthalten

Mehr erfahren

4 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Mittel

Empfohlene Erfahrung

2 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

4 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Mittel

Empfohlene Erfahrung

2 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Apply customer retention and engagement strategies using CRM insights
Conduct needs assessments and develop customized client solutions
Create AI-assisted proposals and presentation materials using Microsoft tools
Monitor customer satisfaction and build long-term relationship strategies

Wichtige Details

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In diesem Kurs gibt es 4 Module

Strengthen your customer relationship management skills through retention strategies, needs assessment methodologies, proposal development, and customer success planning enhanced by AI-assisted tools and workflows. This course focuses on creating long-term customer value through strategic engagement and data-informed relationship management practices. You’ll explore customer retention analysis, CRM-driven engagement strategies, needs assessment frameworks, proposal development, and customer success management techniques using Microsoft Copilot and Microsoft business applications.

By the end of this course, you will be able to analyze customer retention trends using CRM insights and AI-assisted tools; conduct client needs assessments and develop customized solutions; create persuasive proposals and presentation materials using Microsoft Copilot and Microsoft business applications; monitor customer satisfaction and engagement metrics; and develop long-term relationship management strategies that support customer success and account growth. This course is designed for sales professionals, account managers, customer success specialists, client relationship managers, and business development professionals seeking to strengthen customer engagement and retention using AI-enhanced CRM workflows and strategic relationship management techniques.

Moduldetails

Client Retention Strategies explores proven methodologies for converting one-time customers into loyal, repeat clients through strategic retention programs and personalized engagement approaches. Students will learn to identify key retention indicators, design loyalty initiatives, and leverage CRM data to create targeted retention campaigns. The module emphasizes the financial impact of retention versus acquisition and how to build systematic approaches to client loyalty while leveraging AI-powered insights to enhance retention strategies.

Das ist alles enthalten

9 Videos4 Lektüren7 Aufgaben

9 VideosInsgesamt 36 Minuten

Beyond the Transaction: Building Client Partnerships That Last4 Minuten
The Retention Advantage – From One-Time Buyers to Loyal Advocates3 Minuten
Leveraging Dynamics 365 CRM for Retention Success – Part 15 Minuten
Leveraging Dynamics 365 CRM for Retention Success – Part 24 Minuten
Engagement That Drives Growth4 Minuten
Conducting High-Impact Virtual Client Sessions with Copilot3 Minuten
Preventing Churn Before It Happens4 Minuten
Visualizing Customer Data with Power BI and Excel – Part 15 Minuten
Visualizing Customer Data with Power BI and Excel – Part 26 Minuten

4 LektürenInsgesamt 40 Minuten

AI-Enhanced Advanced Career Skills for Account Managers10 Minuten
Building Customer Loyalty Through Strategic Retention10 Minuten
Strategic Customer Engagement Frameworks10 Minuten
Customer Churn Analysis and Prevention with Copilot Insights10 Minuten

7 AufgabenInsgesamt 180 Minuten

Client Retention Strategies Assessment45 Minuten
Design a Loyalty Program25 Minuten
Client Retention Fundamentals20 Minuten
Host Strategic Client Engagement Session25 Minuten
Customer Engagement Excellence20 Minuten
Conduct Churn Analysis Project25 Minuten
Churn Analysis Mastery20 Minuten

Needs Assessment and Customized Solutions focuses on developing comprehensive skills in conducting client needs assessments and creating customized solutions that drive client success and satisfaction. Learners will explore systematic methodologies for identifying client gaps, develop tailored solutions that address specific requirements, and evaluate the effectiveness of implemented solutions to ensure continuous improvement and delivery of client value.

Das ist alles enthalten

6 Videos3 Lektüren7 Aufgaben

6 VideosInsgesamt 28 Minuten

Why Thorough Needs Assessment Changes Everything3 Minuten
Building Assessment Templates in Excel7 Minuten
Solutions That Transform Client Relationships4 Minuten
AI-Assisted Solution Development4 Minuten
The Power of Measuring Solution Success5 Minuten
Creating Performance Dashboards5 Minuten

3 LektürenInsgesamt 30 Minuten

Mastering Client Needs Assessment10 Minuten
Designing Tailored Client Solutions from Needs Assessment to Implementation10 Minuten
Solution Performance Evaluation10 Minuten

7 AufgabenInsgesamt 180 Minuten

Needs Assessment and Solutions Assessment45 Minuten
Designing a Needs Assessment Template in Excel25 Minuten
Assessment Methodology20 Minuten
Create Tailored Solution Proposal25 Minuten
Solution Development Skills20 Minuten
Conduct Solution Performance Review25 Minuten
Performance Evaluation Mastery20 Minuten

Proposal Writing and Presentation focuses on developing advanced skills in proposal creation and presentation that transform client insights into compelling business cases for strategic partnerships. Learners will explore proven methodologies for crafting persuasive proposals, designing engaging presentations, and delivering communications that drive decision-maker engagement and secure client commitment to strategic initiatives.

Das ist alles enthalten

6 Videos3 Lektüren7 Aufgaben

6 VideosInsgesamt 33 Minuten

Proposals That Transform Business Relationships5 Minuten
AI-Enhanced Proposal Writing with Word Copilot5 Minuten
Presentations That Transform Decisions5 Minuten
Building Compelling Presentations with PowerPoint Copilot6 Minuten
Communication That Converts Stakeholders5 Minuten
Virtual Presentation Best Practices7 Minuten

3 LektürenInsgesamt 30 Minuten

Strategic Proposal Development10 Minuten
High-Impact Proposal Presentations10 Minuten
Advanced Client Presentation Communication Strategies10 Minuten

7 AufgabenInsgesamt 180 Minuten

Proposal Writing and Presentation Assessment45 Minuten
Develop Winning Client Proposal25 Minuten
Proposal Excellence20 Minuten
Create Professional Proposal Presentation25 Minuten
Presentation Mastery20 Minuten
Deliver Compelling Proposal Presentation25 Minuten
Communication Excellence20 Minuten

Customer Success and Satisfaction focuses on implementing comprehensive customer success strategies that ensure clients achieve their desired outcomes while strengthening long-term account relationships. Learners will explore systematic approaches to customer success management, satisfaction monitoring, and strategic relationship building that create sustainable partnerships extending beyond transactional interactions. The module emphasizes proactive value creation, systematic feedback collection, and the development of strategic partnerships that drive mutual success and account growth.

Das ist alles enthalten

6 Videos3 Lektüren8 Aufgaben

6 VideosInsgesamt 33 Minuten

Customer Success as Competitive Advantage4 Minuten
Customer Success Planning and Tracking7 Minuten
Feedback That Transforms Relationships5 Minuten
Creating Effective Customer Surveys6 Minuten
Partnerships That Last Decades5 Minuten
CRM-Powered Relationship Management7 Minuten

3 LektürenInsgesamt 30 Minuten

Foundations of Customer Success Management10 Minuten
Customer Satisfaction Measurement and Improvement10 Minuten
Strategic Relationship Management10 Minuten

8 AufgabenInsgesamt 295 Minuten

Customer Success and Satisfaction45 Minuten
Course Project: Comprehensive Customer Relationship Strategy Portfolio120 Minuten
Develop Customer Success Framework20 Minuten
Service Excellence Fundamentals20 Minuten
Design and Analyze Satisfaction Survey25 Minuten
Satisfaction Monitoring Excellence20 Minuten
Create a Strategic Relationship Management Plan25 Minuten
Strategic Relationship Excellence20 Minuten