About this Course

Code TP58
Duration 1 Day

The principles of traditional, offline-focussed, Customer Relationship Management are not up to the challenge of new web channels, social media and mobile engagements. This course will take you through the essentials of the new approach to eCRM - enabling you to execute a high performance CRM solution that drives revenue.


Effectively managing differentiated relationships with customers, and communicating with them on an individual basis, is becoming essential for improving engagement, relationships and in turn, profit. With the expansion of consumer touchpoints across offline and online channels, a multi-channel approach to Customer Relationship Management (CRM) is vital to success.

You'll learn a strategic, holistic and structured approach to planning, designing and deploying CRM solutions that harness the power of integrated digital and offline channels. You'll also learn a clear approach to designing and executing a high-performance CRM solution that maximises customer life time value, reduces customer service costs and drives revenue - and can prove it.


Who Should Attend?

This course is ideal for marketing professionals looking to adopt a more strategic and effective approach to CRM by using the potential of digital channels to improve marketing ROI and drive sales.

Delegates will learn how to

  • Define an optimal CRM strategy, synchronised with brand and business strategy
  • Identify customer life cycle management opportunities and requirements and define key performance metrics
  • Translate the CRM strategy into a customer communications plan
  • Understand the underlying data and technology set underpinning the CRM solution


  • Analyse the solution

    • Define the optimal CRM approach for your business
    • Synchronise the CRM strategy with the broader business and marketing strategies
    • Identify value creation opportunities in the customer life cycle management process
  • Design the solution

    • Define key performance and customer insight requirements
    • Translate the CRM strategy into a top line customer communications plan
    • Use a generic CRM solution model to identify the key components of the required CRM solution (people, process and technology)
  • Define a high level data and systems architecture for the CRM solution

    • Justify the solution
    • Use a standard CRM business case model to structure the business justification
    • Implement the solution
    • Define the overall change and process management required for implementation. Distil these down into an implementation plan for the new CRM solution

1 Day


This is a QA approved partner course

Delivery Method

Delivery method


Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0113 220 7150 or email us at info@qa.com to discuss how we can help.

Trusted, awarded and accredited

Fully accredited to ensure we provide the highest possible standards in learning

All third party trademark rights acknowledged.