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Online CPD Course

CRM Best Practice

Learn how to use customer relationship management systems effectively to improve sales performance, customer service and business relationships.

1 course 4 CPD hours 365 days access Verifiable certificate
Course Price
£19.99
Curriculum

Course Details

CPD212-SAC-013

CRM Best Practice

240 minutes 4 CPD hours Introductory English 80% pass mark
Course Description
This professional online CPD course introduces learners to CRM best practice. It covers accurate data entry, customer records, pipeline management, communication tracking, follow-up activities, reporting, data quality, compliance and customer relationship development. Learners will understand how effective CRM use supports sales efficiency and customer retention.
Learning Outcomes
  • Explain the purpose and benefits of customer relationship management systems.
  • Maintain accurate, complete and up-to-date customer records.
  • Record customer interactions and follow-up activities consistently.
  • Use CRM information to improve customer relationships and sales performance.
  • Understand data protection and confidentiality requirements when using CRM systems.
  • Support reporting and forecasting through accurate CRM data management.
  • Successfully complete the end-of-course knowledge assessment.
Study online Access course materials through your secure learner account and continue from your recorded progress.
Complete the assessment Your final score and completion result are retained within your learning record.
Record your achievement Successful completion is added to your CPD transcript with access to a verifiable certificate.