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Advanced Customer Relationship Management · LearnSpace
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Advanced Customer Relationship Management

Курс от Microsoft
Средний≈ 21.5 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

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.

Навыки, которые вы освоите

Needs AssessmentCustomer RetentionCustomer Relationship ManagementProposal DevelopmentCustomer Success ManagementGap AnalysisCustomer EngagementStrategic PartnershipLoyalty ProgramsProposal WritingCustomer Relationship BuildingMicrosoft CopilotCustomer Relationship Management (CRM) SoftwareAccount ManagementRelationship ManagementPower BIData-Driven Decision-MakingRelationship BuildingCustomer experience improvementPresentations

Программа курса

4 модулей · 82 учебных материалов

01Client Retention Strategies23 материалов

Fundamentals of Client Retention

Beyond the Transaction: Building Client Partnerships That LastВидеоAI-Enhanced Advanced Career Skills for Account ManagersЧтениеThe Retention Advantage – From One-Time Buyers to Loyal AdvocatesВидеоBuilding Customer Loyalty Through Strategic RetentionЧтение

Учитесь у экспертов

Microsoft

Преподаватель курса

Advanced Customer Relationship Management
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Обучение откроется на Coursera
в новой вкладке

Обучение на Coursera

≈ 21.5 ч

4 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Бразильский португальский, Корейский, Немецкий, Пушту, Испанский, Дари, Японский

Часть программы вашего университета
Leveraging Dynamics 365 CRM for Retention Success – Part 1Видео
Leveraging Dynamics 365 CRM for Retention Success – Part 2Видео
Design a Loyalty ProgramЗадание
Building Your Retention PhilosophyDIALOGUE
Client Retention FundamentalsЗадание

Enhancing Customer Engagement

Engagement That Drives GrowthВидеоStrategic Customer Engagement FrameworksЧтениеConducting High-Impact Virtual Client Sessions with CopilotВидеоHost Strategic Client Engagement SessionЗаданиеPersonalizing Your Engagement StyleDIALOGUECustomer Engagement ExcellenceЗадание

Analyzing Customer Churn

Preventing Churn Before It HappensВидеоCustomer Churn Analysis and Prevention with Copilot InsightsЧтениеVisualizing Customer Data with Power BI and Excel – Part 1ВидеоVisualizing Customer Data with Power BI and Excel – Part 2ВидеоConduct Churn Analysis ProjectЗаданиеDeveloping Your Analytical MindsetDIALOGUEChurn Analysis MasteryЗаданиеClient Retention Strategies AssessmentЗадание
02Needs Assessment and Customized Solutions19 материалов

Conducting Effective Needs Assessments

Why Thorough Needs Assessment Changes EverythingВидеоMastering Client Needs AssessmentЧтениеBuilding Assessment Templates in ExcelВидеоDesigning a Needs Assessment Template in ExcelЗаданиеRefining Your Discovery SkillsDIALOGUEAssessment MethodologyЗадание

Developing Customized Client Solutions

Solutions That Transform Client RelationshipsВидеоDesigning Tailored Client Solutions from Needs Assessment to ImplementationЧтениеAI-Assisted Solution DevelopmentВидеоCreate Tailored Solution ProposalЗаданиеEnhancing Your Creative Problem-SolvingDIALOGUESolution Development SkillsЗадание

Evaluating Client Needs Fulfillment

The Power of Measuring Solution SuccessВидеоSolution Performance EvaluationЧтениеCreating Performance DashboardsВидеоConduct Solution Performance ReviewЗаданиеBuilding Your Impact Assessment SkillsDIALOGUEPerformance Evaluation MasteryЗадание
03Proposal Writing and Presentation19 материалов

Crafting Effective Proposals

Proposals That Transform Business RelationshipsВидеоStrategic Proposal DevelopmentЧтениеAI-Enhanced Proposal Writing with Word CopilotВидеоDevelop Winning Client ProposalЗаданиеDeveloping Your Proposal Writing VoiceDIALOGUEProposal ExcellenceЗадание

Strategies for Proposal Presentation

Presentations That Transform DecisionsВидеоHigh-Impact Proposal PresentationsЧтениеBuilding Compelling Presentations with PowerPoint CopilotВидеоCreate Professional Proposal PresentationЗаданиеMastering Your Presentation StyleDIALOGUEPresentation MasteryЗадание

Communicating Proposals Effectively

Communication That Converts StakeholdersВидеоAdvanced Client Presentation Communication StrategiesЧтениеVirtual Presentation Best PracticesВидеоDeliver Compelling Proposal PresentationЗаданиеEnhancing Your Communication ImpactDIALOGUECommunication ExcellenceЗадание
04Customer Success and Satisfaction21 материалов

Principles of Customer Success

Customer Success as Competitive AdvantageВидеоFoundations of Customer Success ManagementЧтениеCustomer Success Planning and TrackingВидеоDevelop Customer Success FrameworkЗаданиеBuilding Your Success PhilosophyDIALOGUEService Excellence FundamentalsЗадание

Monitoring Customer Satisfaction

Feedback That Transforms RelationshipsВидеоCustomer Satisfaction Measurement and ImprovementЧтениеCreating Effective Customer SurveysВидеоDesign and Analyze Satisfaction SurveyЗаданиеDeveloping Your Feedback SkillsDIALOGUESatisfaction Monitoring ExcellenceЗадание

Building Long-Term Client Relationships

Partnerships That Last DecadesВидеоStrategic Relationship ManagementЧтениеCRM-Powered Relationship ManagementВидеоCreate a Strategic Relationship Management PlanЗаданиеCultivating Your Relationship MasteryDIALOGUEStrategic Relationship ExcellenceЗадание
Needs Assessment and Solutions AssessmentЗадание
Proposal Writing and Presentation AssessmentЗадание
Strengthening a Long-Term Client Partnership Through a Strategic Account ReviewDIALOGUE
Customer Success and SatisfactionЗадание
Course Project: Comprehensive Customer Relationship Strategy PortfolioЗадание