By the end of this course, learners will be able to define the foundations of Customer Relationship Management (CRM), analyze customer lifecycle stages, differentiate between acquisition and retention strategies, classify customer portfolios, design value-driven experiences, and implement operational CRM tools to optimize sales, marketing, and service performance.



CRM: Analyze, Apply & Optimize Customer Success
This course is part of Customer-Centric CRM Strategy and Management Specialization

Instructor: EDUCBA
Included with
What you'll learn
Analyze customer lifecycle and CRM strategies.
Differentiate acquisition vs. retention approaches.
Apply CRM tools to optimize business performance.
Skills you'll gain
- Key Performance Indicators (KPIs)
- Customer Success Management
- Customer Relationship Building
- Automation
- Customer Acquisition Management
- Portfolio Management
- Customer Relationship Management
- Marketing Automation
- Customer experience strategy (CX)
- Customer Data Management
- Customer Retention
- Customer Analysis
- Value Propositions
Details to know

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October 2025
12 assignments
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There are 3 modules in this course
This module introduces the fundamentals of Customer Relationship Management (CRM), exploring its origins, definitions, core concepts, and the customer lifecycle. Learners will gain a strong foundation to understand CRM as both a strategic approach and a set of practical tools for building lasting customer relationships.
What's included
11 videos4 assignments
This module focuses on strategic applications of CRM, highlighting customer retention, portfolio management, and customer value creation. Learners will explore how businesses can design strategies that enhance customer experiences and align CRM practices with long-term growth objectives.
What's included
11 videos4 assignments
This module examines the practical applications of CRM through operational, marketing, sales, and service automation. Learners will discover how analytical tools and success planning ensure that CRM initiatives deliver measurable results for businesses and customers alike.
What's included
11 videos4 assignments
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Frequently asked questions
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.
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