Customer Relationship Management

الموضوعات والوحدات الرئيسية

• Relationship lifecycle
• Contact records
• Service history
• Opportunity follow-up
• CRM data quality
• Case exercise: applying contact records
• Case exercise: decisions and limits in opportunity follow-up
• Practical workshop: developing the CRM usage and data-quality checklist

الفئة المستهدفة

• Customer experience managers
• Service supervisors
• Communication professionals
• Public relations teams
• Client-facing staff

القطاعات ذات الصلة

Retail, Hospitality, Financial services, Public services, Business services

القيمة في مكان العمل

• Provide teams with a CRM usage and data-quality checklist to support consistent decisions and clearer handovers.
• Strengthen review of opportunity follow-up and CRM data quality using the course exercises and documented findings.
• Support performance follow-up through a defined measure: customer records complete for required fields.

اعتبارات التقييم والالتحاق

الالتحاق والاعتراف: The proposed duration covers BEMCON learning delivery. It does not establish an external qualification, personnel certification or operating licence.