UOP-BSA550v5

Customer Relationship Management

Beginner Self-paced · 1 year access

63 Hands-On LiveLabs

Practice real IT tasks in guided environments.

  • Real environments
  • Auto-graded
  • No installation

01 / Lessons & labs

See exactly what you will learn and practice

Download outline (PDF)

Lessons

6 Interactive Lessons · 95 topics
01 Introduction and History of Customer Relationship Management 15 topics · 16 LiveLab
  • Definition of CRM and CRM Applications
  • The Purpose and Benefits of CRM
  • The Tangible Components of CRM
  • Customer Service and the Customer Engagement Center
  • Important Business Constructs Related to CRM
  • Who Uses CRM and Why?
  • The Origins of CRM
  • CRM: Why Now?
  • Organizations’ Experiences with CRM
  • Implementing CRM and Overcoming Barriers
  • Developing CRM from a Tactical Perspective
  • Customer Engagement and Customer Experience Management
  • Extending the Meaning and Application of CRM
  • Questions
  • Exercises

16 LiveLab in this lesson — see the labs panel →

02 Relationship Marketing, Organization and CRM 14 topics · 7 LiveLab
  • The Roots of Relationship Marketing
  • Relationship Marketing and Its Domain: Why Relationship Marketing Works!
  • Relationship Marketing as a Paradigm Shift
  • When Relationship Marketing Is Most Applicable
  • Relationship Marketing and the Characteristics of a Relationship
  • Relationship Marketing and CRM: What Is Customer Relationship Management?
  • The Impact of CRM
  • Reorganizing Marketing to Maximize the Benefits of CRM
  • The Human Factor
  • Organization Environment
  • Value Chain Organization
  • Other Considerations
  • Questions
  • Exercises

7 LiveLab in this lesson — see the labs panel →

03 CRM, Data Management, Technology, Data Platforms, Database 18 topics · 12 LiveLab
  • Managing Customer Interactions
  • The Customer Integration Problem
  • Customer Data Integration Definition and Requirements
  • Householding Concepts
  • Customer Data Integration Steps
  • The Evolving Data Management Landscape
  • Technology Evolution
  • Marketing Technology Development Path
  • CRM and Related Technology Providers
  • Data Defined
  • Data Capture and Allocation
  • Data Transformation
  • Business Intelligence (BI) and Business Analytics (BA)
  • Enabling CRM
  • Questions
  • Exercises
  • Appendix A
  • Appendix

12 LiveLab in this lesson — see the labs panel →

04 Understanding the Different Business CRMs, Customer Satisfaction, Loyalty, Retention, and Profits 17 topics · 11 LiveLab
  • Business-to-Business Characteristics Relative to CRM
  • Value Delivery Networks
  • Building the Relationship—Sales and CRM
  • Partner Relationship Management (PRM)
  • Business Partner Associations
  • Other CRM Strategy Considerations
  • Key Constructs in the Customer–Company Profit Chain
  • Service Quality and Customer Satisfaction
  • Customer Satisfaction: Much Ado about Nothing?
  • Customer Loyalty
  • Retention
  • Satisfaction and Loyalty Factors
  • The Relationship between Satisfaction and Loyalty
  • The Relationship between Customer Loyalty and Company Profitability
  • Loyalty/Rewards/Frequency Programs
  • Questions
  • Exercises

11 LiveLab in this lesson — see the labs panel →

05 The CRM Strategy Cycle, Privacy, Ethics and Program Measurement 20 topics · 11 LiveLab
  • The CRM Strategy Cycle
  • Is CRM for Everyone?
  • Consumer Privacy Concerns
  • Organization Privacy Concerns
  • Current/Pending Privacy Legislation
  • What Consumers Can Do
  • What Organizations Can Do
  • Global Issues
  • New Technology Implications
  • Other Resources
  • Areas Requiring Measurement
  • Basic Measures
  • CRM Customer Cycle Measures
  • Company 3E Measures
  • Customer Value and Customer Equity Measures
  • Marketing Research
  • CRM Scorecards and the CRM Measurement Hierarchy
  • Questions
  • Exercises
  • Appendix

11 LiveLab in this lesson — see the labs panel →

Hands-On Labs Our edge

63 LiveLabs
  • Defining CRM
  • Understanding CRM and its applications
  • Understanding CRM purposes and benefits
  • Understanding term related to CRM tangible components
  • Identifying SMS applications
  • Understanding CRM tangible components
Labs run in your browser — nothing to install.

02 / FAQs

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  • 63 LiveLab included
  • Certificate of completion
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