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CRM

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Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. It helps you streamline your processes, improve your customer service, and increase sales. CRM systems track customer data, such as their contact information, purchase history, and communication history. This data can be used to create targeted marketing campaigns, personalize the customer experience, and identify opportunities for upselling and cross-selling.

What are the benefits of learning about CRM?

There are many benefits to learning about CRM, including:

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Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. It helps you streamline your processes, improve your customer service, and increase sales. CRM systems track customer data, such as their contact information, purchase history, and communication history. This data can be used to create targeted marketing campaigns, personalize the customer experience, and identify opportunities for upselling and cross-selling.

What are the benefits of learning about CRM?

There are many benefits to learning about CRM, including:

  • Increased sales: CRM can help you increase sales by providing you with a better understanding of your customers and their needs. This information can be used to create more targeted marketing campaigns and sales pitches, which can lead to more closed deals.
  • Improved customer service: CRM can help you improve customer service by providing you with a central repository for all customer data. This information can be used to resolve customer issues quickly and efficiently, which can lead to increased customer satisfaction.
  • Increased efficiency: CRM can help you increase efficiency by automating many of your sales and marketing tasks. This can free up your time to focus on more strategic initiatives, which can lead to improved results.

What are the different types of CRM systems?

There are many different types of CRM systems available, each with its own unique features and benefits. The most common types of CRM systems include:

  • Operational CRM: Operational CRM systems are designed to help you manage your day-to-day sales and marketing operations. This type of CRM system can help you track customer data, manage your sales pipeline, and create marketing campaigns.
  • Analytical CRM: Analytical CRM systems are designed to help you analyze your customer data to identify trends and insights. This type of CRM system can help you improve your marketing campaigns, identify opportunities for upselling and cross-selling, and make better decisions about your business.
  • Collaborative CRM: Collaborative CRM systems are designed to help you collaborate with your team members on sales and marketing activities. This type of CRM system can help you share customer data, track progress on projects, and communicate with each other.

How can I learn about CRM?

There are many ways to learn about CRM, including:

  • Online courses: There are many online courses available that can teach you about CRM. These courses can be a great way to learn about the basics of CRM, as well as more advanced topics.
  • Books: There are many books available that can teach you about CRM. Books can be a great way to learn about the theory behind CRM, as well as practical tips and advice.
  • Conferences: There are many conferences held each year that focus on CRM. These conferences can be a great way to learn about the latest trends in CRM, as well as network with other professionals in the field.

No matter how you choose to learn about CRM, it is a valuable skill that can help you improve your sales, marketing, and customer service efforts. By investing in CRM, you can improve your bottom line and build a stronger relationship with your customers.

What are some careers that use CRM?

There are many careers that use CRM, including:

  • Sales: CRM is essential for sales professionals, as it helps them track their sales pipeline, manage their customer relationships, and close deals.
  • Marketing: CRM is also essential for marketing professionals, as it helps them track the effectiveness of their marketing campaigns, identify opportunities for upselling and cross-selling, and build relationships with customers.
  • Customer service: CRM is also used by customer service professionals to track customer issues, resolve problems, and provide support.
  • Business development: CRM is also used by business development professionals to identify new sales leads, build relationships with potential customers, and close deals.

Path to CRM

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We've curated 24 courses to help you on your path to CRM. Use these to develop your skills, build background knowledge, and put what you learn to practice.
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Reading list

We've selected 11 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 CRM.
This well-known textbook provides a thorough and comprehensive foundation to CRM and provides practical steps on how to implement and apply CRM principles. is designed for students but will also be helpful for managers and executives.
This well-respected book gives readers a solid foundation to CRM, with a particular focus on conceptual strengths and practical applications. There is also a chapter on customer privacy and ethical issues.
Provides a deep dive into the use of data and analytics to drive CRM initiatives. The authors describe various advanced analytical techniques and provide guidance on how to implement them in real-world scenarios.
Focuses on a critical aspect of CRM – customer effort. Given that customers tend to do business with those companies that make it easy for them, the authors provide practical advice on how to increase customer loyalty by reducing customer effort.
One of the most important aspects of CRM is understanding the importance of the customer experience. goes beyond CRM and discusses the role of technology such as social media and big data.
This CRM guide provides a thorough overview of all aspects of the technology including topics such as defining business objectives, marketing automation, improving customer service, and analytics. is very accessible and easy to follow, making it ideal for those new to CRM.
Is ideal for anyone who wants to improve customer service in any business environment. While this book is focused on retail, the principles discussed can be applied to other industries. The authors have unique insights given their long tenure providing consulting services to Nordstrom.
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