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Flash Sale : Up to 98% Off | 4 in 1 Exclusive Bundle | PDF Certificate, Transcript, Student ID & Test Included



Save 98%
£31 inc VAT (was £1,699)
Offer ends 24 May 2022
Study method
Online, self-paced
11 hours
Access to content
Lifetime access
No formal qualification
40 CPD hours / points
Optional extras

Digital certificate included in price

Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

6 students purchased this course

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Special Gift (Additional Courses + Pdf Certificate + Transcript + Student ID) Worth £120 - Enrol Now!


Interaction with customers is a crucial part of any business organization. Managing Customers tactfully can lead to future benefits for the company which can not be overlooked. Larger companies are hiring people who are well-trained to maintain a healthy Customer relationship and increase company's reputation and growth.

Package Includes:

  1. Unlimited access to all 4 courses for forever
  2. 4 Digital Certificates, 4 Transcripts and Student ID all included in the price
  3. Absolutely no hidden fees
  4. Directly receive CPD accredited proficiency after course completion
  5. Receive one to one assistance on every weekday from professionals
  6. Immediately receive the PDF certificate after passing
  7. Receive the original copies of your certificate and transcript on the next working day
  8. Easily learn the skills and knowledge from the comfort of your home

Kickstart your career & boost your employability by helping you discover your skills, talents and interests with our special CRM Bundle . You’ll create a pathway to your ideal job as this course is designed to uplift your career in the relevant industry. CRM Bundle provides professional training that employers are looking for in today’s workplaces.

This Bundle consists the following Professional Career Oriented courses:

  • Course 1: Customer Relationship Management
  • Course 2: Know Your Customer (KYC)
  • Course 3: Customer Service Management: Recovering Difficult Customers
  • Course 4: Workplace Stress Management

This course is self-paced and can be taken from the comfort of your home, office, or on the go! With our Student ID card you will get discounts on things like music, food, travel and clothes etc.

Enrol in our Course today and start learning.


40 CPD hours / points
Accredited by CPD QS

Course media


Course Curriculum


Module 01:

Introduction to Customer Relationship Management (CRM)

  • What is Customer Relationship Management?
  • Why Customer Relationship Management?
  • Commercial usages of CRM
  • The Benefits of the Customer Value Management Approach

Module 02:

CRM Fundamentals

  • Defining CRM
  • Types of CRM
  • Misunderstandings
  • CRM Models
  • Customer Lifecycle

Module 03:

CRM Strategies

  • CRM Perspectives

    • Functional Level
    • Customer-facing Front-end Level
    • Company-wide Level
  • Elements of a CRM Strategy

    • CRM Vision
    • Culture of Customer Orientation
    • Integration and Alignment of Organizational Processes
    • Data and Technology Support
    • CRM Implementation
  • Developing a CRM Strategy

    • Step 1: Gaining Enterprise-Wide Commitment
    • Step 2: Building a CRM Project Team
    • Step 3: Analyzing Business Requirements
    • Step 4: Defining the CRM Strategy
  • Customer Strategy

Module 04:

Data Analysis in CRM

  • The Perspectives of Data Analysis
  • Tools for Data Analysis

    • Correlation Analysis
    • Regression Analysis
    • Factor Analysis
    • Cluster Analysis
    • Conjoint Analysis
  • Data Analysis Methodology

    • Customer Segmentation
    • Recency–Frequency–Monetary Value
    • Lifetime Value Analysis
    • Predictive Modelling
    • Market Basket Analysis (MBA)
    • Click Stream Analysis
    • Personalisation

Module 05:

CRM Databases

  • Types of Databases

    • Customer Database
    • Prospect Database
    • Cluster Database
    • Enhancement Database
  • The Benefits of Marketing Databases
  • Application of Marketing Databases

    • Applications that Affect Customer Relationship
    • Applications that Affect Other Business Operations

Module 06:

Deepening Customer Relationship

  • Importance of Customer Acquisition and Retention
  • Customer Acquisition
  • The Cost of Customer Acquisition
  • Customer Retention
  • Reorganisation for Retaining Customers
  • Customer Retention Marketing Strategies

Module 07:

Handling Customer Complaints

  • Importance of Handling Customer Complaints
  • Principles of Good Complaint Handling

    • Getting it Right
    • Being Customer Focused
    • Being Open and Accountable
    • Acting Fairly and Proportionately
    • Putting things right
    • Seeking Continuous Improvement
  • The Role of CRM in Handling Customer Complaints

Module 08:

Future of CRM

  • Trends Driving Change in Customer Interaction
  • The Changing Face of CRM
  • What is Digital CRM
  • Digital CRM in Practice
  • Where to Start
  • Cyber Security Concerns

**Know Your Customer (KYC)**

Module 1 Introduction to KYC

  • What is KYC?
  • What is KYC Compliance?
  • Who Needs KYC Compliance?
  • Benefits of KYC Compliance
  • How can KYC Protect Global business?
  • Components of KYC
  • What is KYC in Banking?
  • What is eKYC?
  • What is Mobile KYC?
  • Importance of KYC
  • KYC Verification Process

Module 02: Customer Due Diligence

  • What is Customer Due Diligence?
  • Main Elements of a Customer Due Diligence Programme
  • Enhanced Due Diligence
  • Enhanced Due Diligence for Higher-Risk Customers
  • Account Opening, Customer Identification and Verification
  • Consolidated Customer Due Diligence

Module 03- AML (Anti-Money Laundering)

  • What is Money Laundering?
  • What are the Differences Between Money Laundering And Terrorist Financing?
  • How is Money Laundering Done?
  • What are the Sanctions?
  • What is AML?
  • What is AML Compliance?
  • AML Compliance Program
  • AML Monitoring
  • AML Client Onboarding Process
  • What is Ongoing AML?

Module 04- KYC, AML, and Data Privacy Regulations for Businesses Operations in the United Kingdom

  • KYC Regulations
  • AML Regulations
  • Data Privacy

Module 05- Regulations to be Complied by Industries

  • Penalties of Non-Compliance
  • Financial Sector
  • FinTech
  • Gaming
  • Cryptocurrency
  • Real Estate
  • E-Commerce

Module 06- Methods for carrying out KYC and AML and the Future of KYC Compliance

  • A Private or Public Database
  • Online Authentication Using ID Documents
  • Two-factor Authentication (2FA)
  • Knowledge-Based Authentication (KBA)
  • How will KYC Compliance Look in the Future?

**Customer Service Management: Recovering Difficult Customers**

  • Module One: Who We Are and What We Do
  • Module Two: Establishing Your Attitude
  • Module Three: Identifying and Addressing Customer Needs
  • Module Four: Generating Return Business
  • Module Five: In-Person Customer Service
  • Module Six: Giving Customer Service over the Phone
  • Module Seven: Providing Electronic Customer Service
  • Module Eight: Recovering Difficult Customers
  • Module Nine: Understanding When to Escalate


Following your completion of the CRM course materials, you will be able to take an assignment test to assess your knowledge. You will be able to grab the PDF certificates & transcripts for free after passing the test. Original Hard Copy certificates must be bought separately for an extra £8.

Who is this course for?

This CRM training is suitable for —

  • Students
  • Recent graduates
  • Job Seekers
  • Individuals who are already employed in the relevant sectors and wish to enhance their knowledge and expertise.


To participate in this CRM course, all you need is —

  • A smart device
  • A secure internet connection
  • And a keen interest in CRM.

Career path

You will be able to pursue several professions because this course includes various courses as a bonus. This CRM is an excellent opportunity for you to learn multiple skills from the convenience of your own home.

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

Optional extras

Digital certificate

Certificate of completion is included in course price


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What does study method mean?

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.