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Marta Sotto-Mayor

This course provides a comprehensive understanding of the strategies and practices that drive client retention and transform customers into loyal advocates. It covers the foundational concepts of customer retention, loyalty programs, customer satisfaction, marketing strategies, CRM, customer service, feedback analysis, consumer behavior, brand loyalty, and retention tactics.

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This course provides a comprehensive understanding of the strategies and practices that drive client retention and transform customers into loyal advocates. It covers the foundational concepts of customer retention, loyalty programs, customer satisfaction, marketing strategies, CRM, customer service, feedback analysis, consumer behavior, brand loyalty, and retention tactics.

This course caters to team leaders, supervisors, and managers responsible for individuals and teams, as well as professionals in marketing, customer service, CRM, business owners, and brand coordinators. Whether overseeing teams or directly involved in marketing and customer service functions, individuals in these roles will benefit from gaining insights into enhancing customer retention strategies.

Participants should have a basic understanding of marketing concepts and familiarity with CRM systems to engage effectively with the course material. An understanding of customer service principles is also beneficial for comprehending strategies aimed at improving customer satisfaction. Moreover, an interest in consumer behavior and its impact on business is essential for gaining a comprehensive understanding of the topics covered.

Upon completing this course, learners will be equipped to identify the key factors influencing customer retention and apply best practices in customer service to enhance customer satisfaction. They will also gain the ability to evaluate consumer behavior effectively to inform retention strategies and apply feedback analysis techniques to improve retention tactics.

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What's inside

Syllabus

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Emphasizes practical strategies to improve customer satisfaction and transform customers into loyal advocates
Designed for individuals and teams in marketing, customer service, CRM, and business ownership, who seek to enhance customer retention strategies
Provides a solid foundation in key concepts like customer retention, loyalty programs, and CRM, catering to professionals with varying levels of knowledge
Leverages Marta Sotto-Mayor's expertise in customer retention strategies, adding credibility to the course content
Requires basic understanding of marketing concepts and CRM systems, which may limit accessibility for complete beginners
Focuses primarily on business applications, which may not be suitable for individuals seeking personal development in customer retention

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Reviews summary

Practical strategies for customer retention

According to learners, this course offers a largely positive experience, providing actionable insights and practical strategies essential for enhancing customer retention. Students frequently praise the clear explanations by the instructor and the comprehensive overview it offers on various topics, from loyalty programs to feedback analysis techniques. While many find the content up-to-date and highly relevant for their professional roles, some experienced learners note that certain modules might feel basic for seasoned professionals or that it could benefit from more hands-on application and advanced examples. Overall, it is highly recommended for those seeking a solid foundation.
Excellent for new professionals or those seeking a solid foundation.
"Excellent foundational course! It helped me understand the core principles of customer retention."
"As a new team leader, this was invaluable for strategizing customer loyalty."
"I found this course to be a solid refresher, especially if you're looking for a broad overview."
Covers a broad range of topics relevant to customer retention.
"It covers a broad range of topics from loyalty programs to CRM integration."
"I enjoyed this course; it provided me with a comprehensive overview of customer retention."
"I gained a thorough understanding of foundational concepts like customer satisfaction and brand loyalty."
Recent feedback suggests the course content is current and valuable.
"The content is up-to-date and highly relevant."
"I found the material current and applicable to today's market trends, unlike some other courses."
"The insights on understanding customer psychology and implementing effective loyalty programs are invaluable."
Provides actionable insights for real-world business scenarios.
"This course provided truly actionable insights and practical strategies for customer retention."
"Absolutely fantastic course! The strategies are directly applicable to real-world scenarios."
"I could immediately apply what I learned to my current role, which was a huge benefit."
Some learners desire more hands-on activities beyond lectures.
"The course content is decent, but I felt it was a bit too theoretical at times, lacking enough hands-on application."
"I was hoping for more practical exercises or templates, but it was mostly lecture-based."
"I prefer more interactive elements and real-world case studies to solidify my learning."
May lack advanced depth for very seasoned professionals.
"I felt some parts were a bit basic for someone with existing experience."
"While it covers a lot, it sometimes felt superficial for certain advanced topics."
"I was hoping for more in-depth coverage on complex retention models."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Improving Customer Retention with these activities:
Read "Customer Service Excellence" by Ron Zemke
Gain insights from industry experts by reading books on customer service best practices and strategies.
Show steps
  • Read "Customer Service Excellence" by Ron Zemke
  • Take notes and highlight key concepts
Develop a customer service policy
Create a customer service policy that outlines your team's standards, procedures, and expectations to ensure consistent service delivery.
Show steps
  • Research industry best practices and customer service policies
  • Gather input from team members and stakeholders
  • Draft and refine the customer service policy
Develop a customer retention plan
Create a comprehensive plan that outlines strategies and tactics for retaining customers and increasing their loyalty.
Show steps
  • Analyze customer data and identify factors that influence retention
  • Research best practices and case studies on customer retention
  • Develop and implement a customer retention plan
Show all three activities

Career center

Learners who complete Improving Customer Retention will develop knowledge and skills that may be useful to these careers:

Reading list

We've selected 50 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Improving Customer Retention.
This widely recognized and frequently updated textbook that provides a broad and deep understanding of consumer behavior. It covers foundational theories, research, and real-world examples, making it suitable for both undergraduate and graduate students, as well as a comprehensive reference for professionals. The book is commonly used in academic institutions and is valuable for solidifying an understanding of the topic.
Provides a comprehensive and balanced review of CRM, covering its concepts, benefits, implementation, and the technologies involved. It takes a managerial perspective and is widely used as a textbook in universities. It is suitable for both students and industry professionals seeking a foundational understanding of CRM. The latest editions incorporate recent changes in CRM practice and emerging trends like big data, AI, and chatbots.
A comprehensive textbook covering the breadth of consumer behavior topics, from psychological and sociological influences to decision-making processes. It is widely used in academic settings and provides a strong foundation for understanding the subject. Suitable as a primary textbook for undergraduate and graduate programs.
Explores the shift to digital customer service and how to create seamless experiences on customers' screens. It discusses the evolution of customer expectations and the psychology driving digital interactions. This highly relevant book for understanding contemporary customer service in a digital landscape.
As one of the early thought leaders in Customer Success, Lincoln Murphy provides a definitive guide to establishing and scaling Customer Success teams and processes. is essential for understanding the operational aspects of customer retention in a SaaS or subscription context. It's a valuable resource for practitioners building out retention programs.
Delves into the fascinating world of behavioral economics and how irrationality influences our decisions, including consumer choices. It's an excellent resource for gaining a deeper understanding of the psychological underpinnings of consumer behavior and is accessible to a wide audience, from high school students to professionals. It provides valuable insights beyond traditional economic models.
Presents a strategic framework for managing customer relationships, emphasizing keeping the customer at the center of business strategy. It covers practical implementation models and includes insights from experts in the field. It's a valuable resource for understanding the strategic importance of CRM.
Provides an extensive treatment of the strategic and tactical aspects of CRM, emphasizing the understanding of economic customer value. It is suitable for advanced students and executives seeking a detailed insight into the field.
Outlines principles for businesses to consider to meet the evolving expectations of future customers. It touches on technology, personalization, and creating seamless experiences. It's a good read for professionals looking to stay ahead of trends in customer service.
Takes a strategic view of customer service, emphasizing its critical role in organizational success. It covers both the big-picture strategy and tactical aspects of creating an effective service approach that drives loyalty and profitability. It's a valuable resource for managers and leaders.
Explores the critical role of empathy in customer experience. It provides a framework for embedding empathy into customer experience management and design processes. It's a valuable resource for deepening the understanding of the human element in customer service.
This handbook offers a comprehensive treatise on achieving excellence in customer management through CRM. It focuses on strategy development, value creation, and multi-channel integration processes. It's considered a strong resource for understanding the strategic and tactical aspects of CRM.
Focuses on the strategic role of the Chief Customer Officer and the organizational changes needed to become truly customer-driven. It provides insights into creating a company culture that prioritizes customer retention and loyalty. It's particularly useful for professionals in leadership roles seeking to implement customer-centric strategies.
Based on research from Forrester, this book argues that customer experience is the most important source of competitive advantage and a key driver of retention. It provides a framework for assessing and improving customer experience across the organization. It's valuable for understanding the strategic importance of customer-centricity.
Examines the principles behind the Ritz-Carlton's legendary customer service. It focuses on leadership strategies for fostering a service culture that consistently exceeds expectations. It's a valuable resource for leaders and managers in any service-oriented industry.
Delves into the science behind word-of-mouth and social transmission, explaining why some products and ideas become popular. It offers actionable principles for making content and ideas more shareable. It's excellent for understanding contemporary viral marketing and social influence.
This handbook offers practical, step-by-step guidance for building a customer-focused culture within an organization. It provides actionable strategies and real-world examples to help engage employees and foster a commitment to exceptional service. This useful reference tool for managers and those responsible for training.
Aimed at Customer Success professionals, this handbook provides practical guidance on the skills, strategies, and best practices for excelling in the role and driving customer retention and growth. It's a valuable resource for those working directly in customer-facing retention roles.
Delves into the crucial metric of Customer Lifetime Value (CLV), explaining how to calculate it and use it to inform retention strategies. It's a more technical book valuable for those who want to understand the financial impact of retention and make data-driven decisions. It's particularly useful for graduate students and professionals.
Focuses on the importance of truly understanding the customer to create meaningful experiences. It provides practical methods for listening to customers, characterizing them, and embedding customer empathy throughout the organization. It includes exercises and plans for application.
Dives into the contemporary topic of Customer Data Platforms (CDPs) and their role in collecting, unifying, and activating customer data for personalized engagement and retention. It's highly relevant for understanding how technology enables modern retention strategies. Published recently, it addresses current challenges and opportunities in leveraging data.
Focuses on the successful implementation and use of CRM systems. It delves into customer insight through consumer behavior analysis and the CRM buying process. It's particularly useful for understanding the practical challenges and strategies for effective CRM adoption.
A foundational text in social psychology, this book outlines six principles of persuasion that are highly relevant to understanding how consumers are influenced. While not solely focused on consumer behavior, its principles are directly applicable and provide valuable background knowledge for anyone studying the topic. It's a classic that is widely referenced and easy to understand.
Presents a framework for creating exceptional customer experiences that foster loyalty and profitability. It uses storytelling and real-life examples to illustrate how to reduce friction, empower employees, and stay ahead of changing customer expectations. It's a practical guide with engaging insights.
This concise book presents 22 fundamental rules of marketing that are considered timeless. It offers sharp, memorable insights into market dynamics and strategy. It's a quick read that provides essential foundational principles.
Bridges the gap between academic research in consumer psychology and practical marketing applications. It explains how unconscious processes influence purchasing decisions and provides actionable insights for marketers. It's a useful reference for professionals and can deepen the understanding of consumer motivations for graduate students.
Written by an author with extensive experience in CRM implementation, this book offers actionable techniques and practical case studies for understanding and implementing CRM. It provides proven strategies for modern CRM and is valuable for practitioners looking to update their skills.
Provides a comprehensive guide to CRM, covering its concepts, applications, and the technologies involved. It helps businesses understand how to build and maintain strong customer relationships through strategic, operational, and analytical CRM. It's a useful textbook or reference for those studying or implementing CRM systems.
Provides an in-depth look at Disney's renowned approach to customer service. It outlines their philosophy and system for consistently exceeding customer expectations. It is particularly useful for understanding how a strong service culture is built and maintained, and can be inspiring for those in the hospitality and service industries.
Offers guidance on delivering exceptional customer service that drives loyalty and revenue. It covers effective complaint handling, communication skills, and creating a service-oriented culture. It provides practical insights for improving service delivery and profitability.
Focuses on CRM in the digital era, covering strategies and emerging trends for building customer relationships in a digital environment. It is relevant for understanding how CRM is evolving with digital technologies.
Introduces the concept of creating new market spaces (blue oceans) rather than competing in existing ones (red oceans). It provides frameworks and tools for identifying and capturing new demand. It's valuable for strategic marketing at a higher level.
Offers a simple and actionable framework for creating a marketing plan on a single page. It's particularly useful for small business owners and entrepreneurs who need a practical guide to marketing strategy. It provides a clear, step-by-step approach.
Is geared towards readers who want to understand the technical aspects of data mining within CRM, particularly for customer segmentation. It covers data mining concepts and methodologies from basic to in-depth levels, providing use cases for different industries. It's a good resource for those interested in the analytical side of CRM.
While focusing on the subscription model, this book is highly relevant to customer retention as it explains how businesses are shifting towards recurring revenue and the importance of keeping customers engaged long-term. It provides context for the economic drivers behind the increased focus on retention in many industries. It's valuable for understanding the broader business landscape impacting retention.
Argues that customer loyalty is the most important factor in business success. It provides a step-by-step guide for businesses to implement customer loyalty programs that will drive growth, profits, and lasting value.
This seminal work focuses on the concept of positioning and how to create a unique space for a product or brand in the consumer's mind. It's a foundational text for understanding competitive strategy in marketing. It valuable historical reference.
Drawing on experiences from Walt Disney World, this book offers practical rules for creating a customer-centric culture. It covers essential principles for building relationships, creating memorable experiences, and driving loyalty. This can serve as a foundational text for understanding core customer service principles.
Provides valuable insights and practical techniques for handling challenging customer interactions. It focuses on navigating confrontational scenarios and turning negative experiences into opportunities to build stronger relationships. It's a useful resource for anyone in a customer-facing role.
While not exclusively about customer service, this book explores how to create memorable experiences that have a lasting impact. It provides insights into identifying and shaping key moments in the customer journey. It's a valuable read for understanding the psychology of experience and applying it to service design.
Provides a practical guide to developing and implementing a customer experience strategy that leads to sustainable growth through retention. It covers design, execution, and measurement aspects. It's a useful resource for professionals tasked with improving customer retention through experience initiatives.
Customer experience is intrinsically linked to customer retention. provides a foundational understanding of managing the overall customer experience to create loyal customers. It's a classic in the field of customer experience and provides essential background knowledge.
Discusses digital CRM strategies for winning over digitally savvy customers. It covers the newest thinking, strategies, developments, and technologies in digital CRM, offering actionable insights for marketing, sales, and service in the digital age.
Explores the modern consumer's mindset, taking into account the impact of technology, economic shifts, and cultural changes on purchasing behavior. It offers insights into contemporary consumer psychology and is accessible to a broad audience. Useful for understanding the current landscape of consumer behavior.

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