14 credits · Self-paced
Customer Relationship Management
CRM strategy, systems, and analytics.
Design and run CRM programs across marketing, sales, and service.
Curriculum
01CRM strategy & customer journeys15 min+
CRM strategy & customer journeys
Module of "Customer Relationship Management" — Phoenix Learning Cloud
Overview
This module gives you a rigorous, globally benchmarked treatment of CRM strategy & customer journeys as it applies to Customer Relationship Management. Content is aligned to leading international standards and current industry practice (ISO, IEEE, PMBOK, CFA Institute, FATF, NIST, OECD, WHO, IFRS, GDPR, ITIL 4, CEFR and equivalent frameworks where relevant), and structured around Bloom's taxonomy so that you move from understanding to application, analysis and evaluation.
Learning Outcomes
By the end of this module you will be able to:
- Explain the core concepts, terminology and history underpinning CRM strategy & customer journeys in the context of Customer Relationship Management.
- Apply recognised international frameworks, standards and best practices to real-world problems in this area.
- Analyse case studies drawn from Europe, North America, the Middle East, Africa and Asia-Pacific to identify what works, what fails, and why.
- Design a defensible plan, artefact or decision using the tools, templates and checklists introduced in the module.
- Evaluate your work against ethical, legal, security, sustainability and inclusion criteria.
Topics Covered
- Foundational concepts, vocabulary and historical evolution of CRM strategy & customer journeys.
- Global frameworks, regulations and reference architectures relevant to Customer Relationship Management.
- Key roles, responsibilities and stakeholder maps.
- Processes, workflows and decision points, illustrated with annotated diagrams.
- Tools, platforms and methods currently used by leading organisations.
- Metrics, KPIs and quality criteria used to measure success.
- Common failure modes, anti-patterns and mitigation strategies.
- Cross-cutting concerns: ethics, security, privacy, accessibility, DEI and sustainability.
- Emerging trends (AI, automation, regulation, geopolitics) and how they reshape practice.
Global Standards & References
- ISO / IEC standards relevant to the topic (e.g. ISO 9001, ISO 27001, ISO 31000, ISO 20000, ISO 14001 as applicable).
- Sector bodies: PMI (PMBOK 7), CFA Institute, ACCA, IIA, FATF, NIST, ENISA, WHO, IFRS Foundation, OECD, UN SDGs, ITIL 4, TOGAF, IEEE, W3C, CEFR.
- Landmark legislation and guidance: GDPR, UK Data Protection Act, HIPAA, SOX, Basel III/IV, MiFID II, EU AI Act, DORA.
- Recognised textbooks, whitepapers and peer-reviewed journals cited in each lesson video.
Activities & Practical Work
- Guided walkthrough of a real-world scenario using a downloadable template.
- Case study analysis with structured questions and a marking rubric.
- Hands-on lab or workshop task producing a portfolio artefact (plan, model, code, policy, or design).
- Peer discussion prompt in the Phoenix community for cross-industry perspectives.
- Reflection journal to convert new knowledge into personal action.
Assessment
- Knowledge check quiz (10 questions, 70% pass mark, unlimited retakes).
- Applied assignment graded against a competency rubric (submit for instructor or peer review).
- Contribution to the module discussion counts toward the participation grade.
- Successful completion contributes credits toward your Phoenix Learning Cloud certificate for Customer Relationship Management, which is QR-verifiable and issued upon passing the end-of-course assessment.
Estimated Effort
Approximately 3–5 hours of study, plus 1–2 hours of practical work. All content is available in your chosen platform language and can be resumed at any time from My Learning.
Next Steps
Complete the quiz, submit the applied assignment, and continue to the next module. Struggling with a concept? Ask the built-in AI Tutor or post in the community — instructors respond within one business day.
02Data & segmentation15 min+
Data & segmentation
Module of "Customer Relationship Management" — Phoenix Learning Cloud
Overview
This module gives you a rigorous, globally benchmarked treatment of Data & segmentation as it applies to Customer Relationship Management. Content is aligned to leading international standards and current industry practice (ISO, IEEE, PMBOK, CFA Institute, FATF, NIST, OECD, WHO, IFRS, GDPR, ITIL 4, CEFR and equivalent frameworks where relevant), and structured around Bloom's taxonomy so that you move from understanding to application, analysis and evaluation.
Learning Outcomes
By the end of this module you will be able to:
- Explain the core concepts, terminology and history underpinning Data & segmentation in the context of Customer Relationship Management.
- Apply recognised international frameworks, standards and best practices to real-world problems in this area.
- Analyse case studies drawn from Europe, North America, the Middle East, Africa and Asia-Pacific to identify what works, what fails, and why.
- Design a defensible plan, artefact or decision using the tools, templates and checklists introduced in the module.
- Evaluate your work against ethical, legal, security, sustainability and inclusion criteria.
Topics Covered
- Foundational concepts, vocabulary and historical evolution of Data & segmentation.
- Global frameworks, regulations and reference architectures relevant to Customer Relationship Management.
- Key roles, responsibilities and stakeholder maps.
- Processes, workflows and decision points, illustrated with annotated diagrams.
- Tools, platforms and methods currently used by leading organisations.
- Metrics, KPIs and quality criteria used to measure success.
- Common failure modes, anti-patterns and mitigation strategies.
- Cross-cutting concerns: ethics, security, privacy, accessibility, DEI and sustainability.
- Emerging trends (AI, automation, regulation, geopolitics) and how they reshape practice.
Global Standards & References
- ISO / IEC standards relevant to the topic (e.g. ISO 9001, ISO 27001, ISO 31000, ISO 20000, ISO 14001 as applicable).
- Sector bodies: PMI (PMBOK 7), CFA Institute, ACCA, IIA, FATF, NIST, ENISA, WHO, IFRS Foundation, OECD, UN SDGs, ITIL 4, TOGAF, IEEE, W3C, CEFR.
- Landmark legislation and guidance: GDPR, UK Data Protection Act, HIPAA, SOX, Basel III/IV, MiFID II, EU AI Act, DORA.
- Recognised textbooks, whitepapers and peer-reviewed journals cited in each lesson video.
Activities & Practical Work
- Guided walkthrough of a real-world scenario using a downloadable template.
- Case study analysis with structured questions and a marking rubric.
- Hands-on lab or workshop task producing a portfolio artefact (plan, model, code, policy, or design).
- Peer discussion prompt in the Phoenix community for cross-industry perspectives.
- Reflection journal to convert new knowledge into personal action.
Assessment
- Knowledge check quiz (10 questions, 70% pass mark, unlimited retakes).
- Applied assignment graded against a competency rubric (submit for instructor or peer review).
- Contribution to the module discussion counts toward the participation grade.
- Successful completion contributes credits toward your Phoenix Learning Cloud certificate for Customer Relationship Management, which is QR-verifiable and issued upon passing the end-of-course assessment.
Estimated Effort
Approximately 3–5 hours of study, plus 1–2 hours of practical work. All content is available in your chosen platform language and can be resumed at any time from My Learning.
Next Steps
Complete the quiz, submit the applied assignment, and continue to the next module. Struggling with a concept? Ask the built-in AI Tutor or post in the community — instructors respond within one business day.
03Marketing automation15 min+
Marketing automation
Module of "Customer Relationship Management" — Phoenix Learning Cloud
Overview
This module gives you a rigorous, globally benchmarked treatment of Marketing automation as it applies to Customer Relationship Management. Content is aligned to leading international standards and current industry practice (ISO, IEEE, PMBOK, CFA Institute, FATF, NIST, OECD, WHO, IFRS, GDPR, ITIL 4, CEFR and equivalent frameworks where relevant), and structured around Bloom's taxonomy so that you move from understanding to application, analysis and evaluation.
Learning Outcomes
By the end of this module you will be able to:
- Explain the core concepts, terminology and history underpinning Marketing automation in the context of Customer Relationship Management.
- Apply recognised international frameworks, standards and best practices to real-world problems in this area.
- Analyse case studies drawn from Europe, North America, the Middle East, Africa and Asia-Pacific to identify what works, what fails, and why.
- Design a defensible plan, artefact or decision using the tools, templates and checklists introduced in the module.
- Evaluate your work against ethical, legal, security, sustainability and inclusion criteria.
Topics Covered
- Foundational concepts, vocabulary and historical evolution of Marketing automation.
- Global frameworks, regulations and reference architectures relevant to Customer Relationship Management.
- Key roles, responsibilities and stakeholder maps.
- Processes, workflows and decision points, illustrated with annotated diagrams.
- Tools, platforms and methods currently used by leading organisations.
- Metrics, KPIs and quality criteria used to measure success.
- Common failure modes, anti-patterns and mitigation strategies.
- Cross-cutting concerns: ethics, security, privacy, accessibility, DEI and sustainability.
- Emerging trends (AI, automation, regulation, geopolitics) and how they reshape practice.
Global Standards & References
- ISO / IEC standards relevant to the topic (e.g. ISO 9001, ISO 27001, ISO 31000, ISO 20000, ISO 14001 as applicable).
- Sector bodies: PMI (PMBOK 7), CFA Institute, ACCA, IIA, FATF, NIST, ENISA, WHO, IFRS Foundation, OECD, UN SDGs, ITIL 4, TOGAF, IEEE, W3C, CEFR.
- Landmark legislation and guidance: GDPR, UK Data Protection Act, HIPAA, SOX, Basel III/IV, MiFID II, EU AI Act, DORA.
- Recognised textbooks, whitepapers and peer-reviewed journals cited in each lesson video.
Activities & Practical Work
- Guided walkthrough of a real-world scenario using a downloadable template.
- Case study analysis with structured questions and a marking rubric.
- Hands-on lab or workshop task producing a portfolio artefact (plan, model, code, policy, or design).
- Peer discussion prompt in the Phoenix community for cross-industry perspectives.
- Reflection journal to convert new knowledge into personal action.
Assessment
- Knowledge check quiz (10 questions, 70% pass mark, unlimited retakes).
- Applied assignment graded against a competency rubric (submit for instructor or peer review).
- Contribution to the module discussion counts toward the participation grade.
- Successful completion contributes credits toward your Phoenix Learning Cloud certificate for Customer Relationship Management, which is QR-verifiable and issued upon passing the end-of-course assessment.
Estimated Effort
Approximately 3–5 hours of study, plus 1–2 hours of practical work. All content is available in your chosen platform language and can be resumed at any time from My Learning.
Next Steps
Complete the quiz, submit the applied assignment, and continue to the next module. Struggling with a concept? Ask the built-in AI Tutor or post in the community — instructors respond within one business day.
04Sales pipeline management15 min+
Sales pipeline management
Module of "Customer Relationship Management" — Phoenix Learning Cloud
Overview
This module gives you a rigorous, globally benchmarked treatment of Sales pipeline management as it applies to Customer Relationship Management. Content is aligned to leading international standards and current industry practice (ISO, IEEE, PMBOK, CFA Institute, FATF, NIST, OECD, WHO, IFRS, GDPR, ITIL 4, CEFR and equivalent frameworks where relevant), and structured around Bloom's taxonomy so that you move from understanding to application, analysis and evaluation.
Learning Outcomes
By the end of this module you will be able to:
- Explain the core concepts, terminology and history underpinning Sales pipeline management in the context of Customer Relationship Management.
- Apply recognised international frameworks, standards and best practices to real-world problems in this area.
- Analyse case studies drawn from Europe, North America, the Middle East, Africa and Asia-Pacific to identify what works, what fails, and why.
- Design a defensible plan, artefact or decision using the tools, templates and checklists introduced in the module.
- Evaluate your work against ethical, legal, security, sustainability and inclusion criteria.
Topics Covered
- Foundational concepts, vocabulary and historical evolution of Sales pipeline management.
- Global frameworks, regulations and reference architectures relevant to Customer Relationship Management.
- Key roles, responsibilities and stakeholder maps.
- Processes, workflows and decision points, illustrated with annotated diagrams.
- Tools, platforms and methods currently used by leading organisations.
- Metrics, KPIs and quality criteria used to measure success.
- Common failure modes, anti-patterns and mitigation strategies.
- Cross-cutting concerns: ethics, security, privacy, accessibility, DEI and sustainability.
- Emerging trends (AI, automation, regulation, geopolitics) and how they reshape practice.
Global Standards & References
- ISO / IEC standards relevant to the topic (e.g. ISO 9001, ISO 27001, ISO 31000, ISO 20000, ISO 14001 as applicable).
- Sector bodies: PMI (PMBOK 7), CFA Institute, ACCA, IIA, FATF, NIST, ENISA, WHO, IFRS Foundation, OECD, UN SDGs, ITIL 4, TOGAF, IEEE, W3C, CEFR.
- Landmark legislation and guidance: GDPR, UK Data Protection Act, HIPAA, SOX, Basel III/IV, MiFID II, EU AI Act, DORA.
- Recognised textbooks, whitepapers and peer-reviewed journals cited in each lesson video.
Activities & Practical Work
- Guided walkthrough of a real-world scenario using a downloadable template.
- Case study analysis with structured questions and a marking rubric.
- Hands-on lab or workshop task producing a portfolio artefact (plan, model, code, policy, or design).
- Peer discussion prompt in the Phoenix community for cross-industry perspectives.
- Reflection journal to convert new knowledge into personal action.
Assessment
- Knowledge check quiz (10 questions, 70% pass mark, unlimited retakes).
- Applied assignment graded against a competency rubric (submit for instructor or peer review).
- Contribution to the module discussion counts toward the participation grade.
- Successful completion contributes credits toward your Phoenix Learning Cloud certificate for Customer Relationship Management, which is QR-verifiable and issued upon passing the end-of-course assessment.
Estimated Effort
Approximately 3–5 hours of study, plus 1–2 hours of practical work. All content is available in your chosen platform language and can be resumed at any time from My Learning.
Next Steps
Complete the quiz, submit the applied assignment, and continue to the next module. Struggling with a concept? Ask the built-in AI Tutor or post in the community — instructors respond within one business day.
05Customer service & success15 min+
Customer service & success
Module of "Customer Relationship Management" — Phoenix Learning Cloud
Overview
This module gives you a rigorous, globally benchmarked treatment of Customer service & success as it applies to Customer Relationship Management. Content is aligned to leading international standards and current industry practice (ISO, IEEE, PMBOK, CFA Institute, FATF, NIST, OECD, WHO, IFRS, GDPR, ITIL 4, CEFR and equivalent frameworks where relevant), and structured around Bloom's taxonomy so that you move from understanding to application, analysis and evaluation.
Learning Outcomes
By the end of this module you will be able to:
- Explain the core concepts, terminology and history underpinning Customer service & success in the context of Customer Relationship Management.
- Apply recognised international frameworks, standards and best practices to real-world problems in this area.
- Analyse case studies drawn from Europe, North America, the Middle East, Africa and Asia-Pacific to identify what works, what fails, and why.
- Design a defensible plan, artefact or decision using the tools, templates and checklists introduced in the module.
- Evaluate your work against ethical, legal, security, sustainability and inclusion criteria.
Topics Covered
- Foundational concepts, vocabulary and historical evolution of Customer service & success.
- Global frameworks, regulations and reference architectures relevant to Customer Relationship Management.
- Key roles, responsibilities and stakeholder maps.
- Processes, workflows and decision points, illustrated with annotated diagrams.
- Tools, platforms and methods currently used by leading organisations.
- Metrics, KPIs and quality criteria used to measure success.
- Common failure modes, anti-patterns and mitigation strategies.
- Cross-cutting concerns: ethics, security, privacy, accessibility, DEI and sustainability.
- Emerging trends (AI, automation, regulation, geopolitics) and how they reshape practice.
Global Standards & References
- ISO / IEC standards relevant to the topic (e.g. ISO 9001, ISO 27001, ISO 31000, ISO 20000, ISO 14001 as applicable).
- Sector bodies: PMI (PMBOK 7), CFA Institute, ACCA, IIA, FATF, NIST, ENISA, WHO, IFRS Foundation, OECD, UN SDGs, ITIL 4, TOGAF, IEEE, W3C, CEFR.
- Landmark legislation and guidance: GDPR, UK Data Protection Act, HIPAA, SOX, Basel III/IV, MiFID II, EU AI Act, DORA.
- Recognised textbooks, whitepapers and peer-reviewed journals cited in each lesson video.
Activities & Practical Work
- Guided walkthrough of a real-world scenario using a downloadable template.
- Case study analysis with structured questions and a marking rubric.
- Hands-on lab or workshop task producing a portfolio artefact (plan, model, code, policy, or design).
- Peer discussion prompt in the Phoenix community for cross-industry perspectives.
- Reflection journal to convert new knowledge into personal action.
Assessment
- Knowledge check quiz (10 questions, 70% pass mark, unlimited retakes).
- Applied assignment graded against a competency rubric (submit for instructor or peer review).
- Contribution to the module discussion counts toward the participation grade.
- Successful completion contributes credits toward your Phoenix Learning Cloud certificate for Customer Relationship Management, which is QR-verifiable and issued upon passing the end-of-course assessment.
Estimated Effort
Approximately 3–5 hours of study, plus 1–2 hours of practical work. All content is available in your chosen platform language and can be resumed at any time from My Learning.
Next Steps
Complete the quiz, submit the applied assignment, and continue to the next module. Struggling with a concept? Ask the built-in AI Tutor or post in the community — instructors respond within one business day.
06CRM analytics & KPIs15 min+
CRM analytics & KPIs
Module of "Customer Relationship Management" — Phoenix Learning Cloud
Overview
This module gives you a rigorous, globally benchmarked treatment of CRM analytics & KPIs as it applies to Customer Relationship Management. Content is aligned to leading international standards and current industry practice (ISO, IEEE, PMBOK, CFA Institute, FATF, NIST, OECD, WHO, IFRS, GDPR, ITIL 4, CEFR and equivalent frameworks where relevant), and structured around Bloom's taxonomy so that you move from understanding to application, analysis and evaluation.
Learning Outcomes
By the end of this module you will be able to:
- Explain the core concepts, terminology and history underpinning CRM analytics & KPIs in the context of Customer Relationship Management.
- Apply recognised international frameworks, standards and best practices to real-world problems in this area.
- Analyse case studies drawn from Europe, North America, the Middle East, Africa and Asia-Pacific to identify what works, what fails, and why.
- Design a defensible plan, artefact or decision using the tools, templates and checklists introduced in the module.
- Evaluate your work against ethical, legal, security, sustainability and inclusion criteria.
Topics Covered
- Foundational concepts, vocabulary and historical evolution of CRM analytics & KPIs.
- Global frameworks, regulations and reference architectures relevant to Customer Relationship Management.
- Key roles, responsibilities and stakeholder maps.
- Processes, workflows and decision points, illustrated with annotated diagrams.
- Tools, platforms and methods currently used by leading organisations.
- Metrics, KPIs and quality criteria used to measure success.
- Common failure modes, anti-patterns and mitigation strategies.
- Cross-cutting concerns: ethics, security, privacy, accessibility, DEI and sustainability.
- Emerging trends (AI, automation, regulation, geopolitics) and how they reshape practice.
Global Standards & References
- ISO / IEC standards relevant to the topic (e.g. ISO 9001, ISO 27001, ISO 31000, ISO 20000, ISO 14001 as applicable).
- Sector bodies: PMI (PMBOK 7), CFA Institute, ACCA, IIA, FATF, NIST, ENISA, WHO, IFRS Foundation, OECD, UN SDGs, ITIL 4, TOGAF, IEEE, W3C, CEFR.
- Landmark legislation and guidance: GDPR, UK Data Protection Act, HIPAA, SOX, Basel III/IV, MiFID II, EU AI Act, DORA.
- Recognised textbooks, whitepapers and peer-reviewed journals cited in each lesson video.
Activities & Practical Work
- Guided walkthrough of a real-world scenario using a downloadable template.
- Case study analysis with structured questions and a marking rubric.
- Hands-on lab or workshop task producing a portfolio artefact (plan, model, code, policy, or design).
- Peer discussion prompt in the Phoenix community for cross-industry perspectives.
- Reflection journal to convert new knowledge into personal action.
Assessment
- Knowledge check quiz (10 questions, 70% pass mark, unlimited retakes).
- Applied assignment graded against a competency rubric (submit for instructor or peer review).
- Contribution to the module discussion counts toward the participation grade.
- Successful completion contributes credits toward your Phoenix Learning Cloud certificate for Customer Relationship Management, which is QR-verifiable and issued upon passing the end-of-course assessment.
Estimated Effort
Approximately 3–5 hours of study, plus 1–2 hours of practical work. All content is available in your chosen platform language and can be resumed at any time from My Learning.
Next Steps
Complete the quiz, submit the applied assignment, and continue to the next module. Struggling with a concept? Ask the built-in AI Tutor or post in the community — instructors respond within one business day.
07Platform overview (Salesforce/HubSpot)15 min+
Platform overview (Salesforce/HubSpot)
Module of "Customer Relationship Management" — Phoenix Learning Cloud
Overview
This module gives you a rigorous, globally benchmarked treatment of Platform overview (Salesforce/HubSpot) as it applies to Customer Relationship Management. Content is aligned to leading international standards and current industry practice (ISO, IEEE, PMBOK, CFA Institute, FATF, NIST, OECD, WHO, IFRS, GDPR, ITIL 4, CEFR and equivalent frameworks where relevant), and structured around Bloom's taxonomy so that you move from understanding to application, analysis and evaluation.
Learning Outcomes
By the end of this module you will be able to:
- Explain the core concepts, terminology and history underpinning Platform overview (Salesforce/HubSpot) in the context of Customer Relationship Management.
- Apply recognised international frameworks, standards and best practices to real-world problems in this area.
- Analyse case studies drawn from Europe, North America, the Middle East, Africa and Asia-Pacific to identify what works, what fails, and why.
- Design a defensible plan, artefact or decision using the tools, templates and checklists introduced in the module.
- Evaluate your work against ethical, legal, security, sustainability and inclusion criteria.
Topics Covered
- Foundational concepts, vocabulary and historical evolution of Platform overview (Salesforce/HubSpot).
- Global frameworks, regulations and reference architectures relevant to Customer Relationship Management.
- Key roles, responsibilities and stakeholder maps.
- Processes, workflows and decision points, illustrated with annotated diagrams.
- Tools, platforms and methods currently used by leading organisations.
- Metrics, KPIs and quality criteria used to measure success.
- Common failure modes, anti-patterns and mitigation strategies.
- Cross-cutting concerns: ethics, security, privacy, accessibility, DEI and sustainability.
- Emerging trends (AI, automation, regulation, geopolitics) and how they reshape practice.
Global Standards & References
- ISO / IEC standards relevant to the topic (e.g. ISO 9001, ISO 27001, ISO 31000, ISO 20000, ISO 14001 as applicable).
- Sector bodies: PMI (PMBOK 7), CFA Institute, ACCA, IIA, FATF, NIST, ENISA, WHO, IFRS Foundation, OECD, UN SDGs, ITIL 4, TOGAF, IEEE, W3C, CEFR.
- Landmark legislation and guidance: GDPR, UK Data Protection Act, HIPAA, SOX, Basel III/IV, MiFID II, EU AI Act, DORA.
- Recognised textbooks, whitepapers and peer-reviewed journals cited in each lesson video.
Activities & Practical Work
- Guided walkthrough of a real-world scenario using a downloadable template.
- Case study analysis with structured questions and a marking rubric.
- Hands-on lab or workshop task producing a portfolio artefact (plan, model, code, policy, or design).
- Peer discussion prompt in the Phoenix community for cross-industry perspectives.
- Reflection journal to convert new knowledge into personal action.
Assessment
- Knowledge check quiz (10 questions, 70% pass mark, unlimited retakes).
- Applied assignment graded against a competency rubric (submit for instructor or peer review).
- Contribution to the module discussion counts toward the participation grade.
- Successful completion contributes credits toward your Phoenix Learning Cloud certificate for Customer Relationship Management, which is QR-verifiable and issued upon passing the end-of-course assessment.
Estimated Effort
Approximately 3–5 hours of study, plus 1–2 hours of practical work. All content is available in your chosen platform language and can be resumed at any time from My Learning.
Next Steps
Complete the quiz, submit the applied assignment, and continue to the next module. Struggling with a concept? Ask the built-in AI Tutor or post in the community — instructors respond within one business day.
08Capstone CRM plan15 min+
Capstone CRM plan
Module of "Customer Relationship Management" — Phoenix Learning Cloud
Overview
This module gives you a rigorous, globally benchmarked treatment of Capstone CRM plan as it applies to Customer Relationship Management. Content is aligned to leading international standards and current industry practice (ISO, IEEE, PMBOK, CFA Institute, FATF, NIST, OECD, WHO, IFRS, GDPR, ITIL 4, CEFR and equivalent frameworks where relevant), and structured around Bloom's taxonomy so that you move from understanding to application, analysis and evaluation.
Learning Outcomes
By the end of this module you will be able to:
- Explain the core concepts, terminology and history underpinning Capstone CRM plan in the context of Customer Relationship Management.
- Apply recognised international frameworks, standards and best practices to real-world problems in this area.
- Analyse case studies drawn from Europe, North America, the Middle East, Africa and Asia-Pacific to identify what works, what fails, and why.
- Design a defensible plan, artefact or decision using the tools, templates and checklists introduced in the module.
- Evaluate your work against ethical, legal, security, sustainability and inclusion criteria.
Topics Covered
- Foundational concepts, vocabulary and historical evolution of Capstone CRM plan.
- Global frameworks, regulations and reference architectures relevant to Customer Relationship Management.
- Key roles, responsibilities and stakeholder maps.
- Processes, workflows and decision points, illustrated with annotated diagrams.
- Tools, platforms and methods currently used by leading organisations.
- Metrics, KPIs and quality criteria used to measure success.
- Common failure modes, anti-patterns and mitigation strategies.
- Cross-cutting concerns: ethics, security, privacy, accessibility, DEI and sustainability.
- Emerging trends (AI, automation, regulation, geopolitics) and how they reshape practice.
Global Standards & References
- ISO / IEC standards relevant to the topic (e.g. ISO 9001, ISO 27001, ISO 31000, ISO 20000, ISO 14001 as applicable).
- Sector bodies: PMI (PMBOK 7), CFA Institute, ACCA, IIA, FATF, NIST, ENISA, WHO, IFRS Foundation, OECD, UN SDGs, ITIL 4, TOGAF, IEEE, W3C, CEFR.
- Landmark legislation and guidance: GDPR, UK Data Protection Act, HIPAA, SOX, Basel III/IV, MiFID II, EU AI Act, DORA.
- Recognised textbooks, whitepapers and peer-reviewed journals cited in each lesson video.
Activities & Practical Work
- Guided walkthrough of a real-world scenario using a downloadable template.
- Case study analysis with structured questions and a marking rubric.
- Hands-on lab or workshop task producing a portfolio artefact (plan, model, code, policy, or design).
- Peer discussion prompt in the Phoenix community for cross-industry perspectives.
- Reflection journal to convert new knowledge into personal action.
Assessment
- Knowledge check quiz (10 questions, 70% pass mark, unlimited retakes).
- Applied assignment graded against a competency rubric (submit for instructor or peer review).
- Contribution to the module discussion counts toward the participation grade.
- Successful completion contributes credits toward your Phoenix Learning Cloud certificate for Customer Relationship Management, which is QR-verifiable and issued upon passing the end-of-course assessment.
Estimated Effort
Approximately 3–5 hours of study, plus 1–2 hours of practical work. All content is available in your chosen platform language and can be resumed at any time from My Learning.
Next Steps
Complete the quiz, submit the applied assignment, and continue to the next module. Struggling with a concept? Ask the built-in AI Tutor or post in the community — instructors respond within one business day.