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CRM: An Introduction to Customer Relationship Management Online Bundle, 5 Certificate Courses

Learn About Customer Relationship

Get CRM: An Introduction to Customer Relationship Management, Customer Service Training - Managing Customer Service, Customer Service Training: Critical Elements of Customer Service, Selling Smarter, and Building Relationships for Success in Sales in this Bundle

1. CRM: An Introduction to Customer Relationship Management: Learn About Customer Relationship

Take a look in your wallet. How many points, rewards, and loyalty cards do you have? These are all examples of Customer Relationship Management (CRM) programs. What does your company offer to reward existing customers and gain new ones?

This course will teach you how to make a decision about the need for CRM, the benefits of CRM, and how to coordinate the base requirements for a CRM undertaking.

2. Customer Service Training - Managing Customer Service: Learn About The Elements Of Customer Service

Like all business values, a customer service focus must be demonstrated from the top down. Customer service leaders have a responsibility to demonstrate good leadership practices as well as good customer service practices. This course will share several leadership models that you can use to successfully lead a customer service team.

In this course, you will learn about the six critical elements of customer service. You will also learn about Paul Hersey and Ken Blanchard’s Situational Leadership II® model, servant leadership, and the five practices in James Kouzes and Barry Posner's “The Leadership Challenge.”

3. Customer Service Training: Critical Elements of Customer Service: Learn The Critical Elements Of Customer Service

Today, customers expect more from companies than ever before. This course is designed around six critical elements of customer service that create a unique experience for the people purchasing your products.

This course is all about the critical elements of customer service: a customer service focus that is defined within, and given life by, your organization. In order to be successful, this focus must be reinforced every day, measured, and improved upon.

4. Selling Smarter: Explore Ways To Increase Your Average Sale

The sales industry keeps evolving, and that means you need to keep growing too! Today’s successful salespeople focus on personal efficiency, delivering more to existing customers, and customer-focused selling. You can learn these skills with this course.

In this course, you will learn why consultative and customer-focused selling are so important. You’ll also learn about the sales cycle, setting goals, ways to increase your average sale, and where to find new clients.

5. Building Relationships for Success in Sales: Learn How to Create Strong Client Relationship 

More than ever, people are looking to connect with others and build relationships. In order to be successful as a salesperson, you must know how to create an experience that will help you connect with your customers. This course will help you build relationships for success in sales.

This Building Relationships for Success in Sales course will teach you how to leverage customer-focused selling, identify what influences relationships, expand your communication skills, manage your body language, develop a professional handshake, and grow your network.

Receive Lifetime Access to CourseMaterials, so you can review at any time.

Join one of our customer service training courses today!

For comprehensive information on units of study click the units of study tab above.

This is an incredible opportunity to invest in yourself and your future, sharpen your training skills and learn what it takes to create your own success with Courses For Success Today!

Course Fast Facts:

  1. All courses are easy to follow and understand
  2. Only 6 to 8 hours of study is required per course
  3. Unlimited lifetime access to course materials
  4. Study as many courses as you want
  5. Delivered 100% on-line and accessible 24/7 from any computer or smartphone
  6. You can study from home or at work, at your own pace, in your own time
  7. Certificates 

Course Delivery

Courses are accessed online via our learning management system by any device including PC, MAC, tablet or Smart Phone.

Recognition & Accreditation

These courses are internationally recognized and accredited by the International Association of Online Training Standards (IAOTS). The courses offered by Courses For Success are unique as they are taught in a step by step process enabling students to complete them quickly and easily, so that you can obtain your qualification sooner. All students who complete the course receive a certificate of completion. Courses For Success is committed to high completion rates and therefore 100% student satisfaction.

Receive Lifetime Access to Course Materials, so you can review at any time.

CRM: An Introduction to Customer Relationship Management Online 5 Course Bundle includes the following courses, below is a summary of each course: 

Course 1 - Certificate In CRM: An Introduction to Customer Relationship Management Online Course

 Session 1: Course Overview

  • Learning Objectives
  • Pre-Assignment
  • Burst Water Pipe
  • Call Center

 Session 2: What is Crisis Management?

  • Defining Terms
  • What Makes a Crisis?
  • The Crisis Management Team
  • Creating the Team

 Session 3: Training Leaders and Staff

  • Training Essentials
  • Three Pronged Approach
  • Conducting Training

 Session 4: Conducting the Crisis Audit

  • Why Audit?
  • Documentation Audit
  • 360 Degree Audit
  • Online Audit
  • Sample Audit Questions
  • Other Audit Considerations
  • Using a Risk Matrix

 Session 5: Performing a Risk Level Analysis

  • The Four Categories
  • Case Study, Scenario One
  • Case Study, Scenario Two
  • Case Study, Scenario Three

 Session 6: Developing a Response Process

  • Pre-Assignment Review
  • Crisis Response Process
  • Step Two: Perform Basic Crisis Management Steps
  • Step Three: Trigger the Crisis Response Process (If Appropriate)
  • Remember: Stay Flexible!

 Session 7: Consulting with the Experts

  • Considering Your Resources
  • Making Connections

 Session 8: Incident Management Techniques

  • Case Study
  • Responding to Incidents
  • Incident Related Documentation
  • Other Documents
  • Investigating Incidents
  • Accident Investigation Kit
  • Steps to Follow

 Session 9: Working Through the Issues

  • Model Overview
  • The Problem Solving Model
  • Keeping an Open Mind
  • Solving Problems the Right Way
  • Phase One
  • Definition
  • Analysis
  • Analysis
  • Phase Two
  • Brainstorming
  • Checkerboard
  • Research and Report
  • Phase Three
  • Solution Planning Worksheet
  • Three Types of Decisions
  • Advice from an Expert
  • Eight Ingredients for Good Decision Making

 Session 10: Establishing an Emergency Operations Center

  • EOC Considerations
  • Making Connections
  • Who is In Charge?

 Session 11: Building Business Continuity and Recovery

  • Creating Continuity
  • Making Connections
  • Essential Crisis Plan Elements

 Session 12: Walliallia

  • Background
  • Exercise One: Gas Line Explosion at Water Plant
  • Assignment
  • Exercise Two: How are you Feeling?
  • Assignment
  • Exercise Three: The Last Question
  • Assignment

 Session 13: Recovering and Moving On

  • Initial Adjustments
  • Working Things Out
  •  A Personal Action Plan
  • Starting Point
  • Where I Want to Go
  • How I Will Get There

Course 2 - Certificate In Customer Service Training - Managing Customer Service Online Course

Session 1: Course Overview

  • Learning Objectives
  • Pre-Assignment
  • Pre-Assignment Article, Part One
  • Pre-Assignment Article, Part Two
  • Pre-Assignment Article, Part Three
  • Making Connections

 Session 2: Six Critical Elements

  • Element One: A Customer Service Focus
  • Making Connections
  • Element Two: Defined in Your Organization
  • Making Connections
  • Element Three: Given Life by the Employees
  • Self-Assessment
  • Element Four: Problem Solving
  • Define the Problem
  • Research and Analyze the Problem
  • Establish a Criteria List
  • List Possible Alternatives
  • Evaluate Each Alternative
  • Select the Best Alternative(s)
  • Making Connections
  • Making Connections
  • Element Five: Measure It
  • Critical Evaluation
  • Informal Surveys
  • Focus Groups
  • Brainstorming
  • Benchmarking
  • Fish Bone (Cause and Effect, or Root Cause)
  • Element Six: Reinforce It
  • Additional Rewards
  • Developing and Maintaining Relationships
  • Phrases for Customer Service Success
  • Measurement in Practice

 Session 3: Understanding Leadership

  • About Leadership
  • Director’s Style
  • Coach’s Style
  • Supporter’s Style
  • Delegator’s Style
  • Understanding Your Comfort Zone
  • Our Comfort Level
  • The Cyclical Process
  • Managing Performance
  • Servant Leadership
  • Making Connections
  • Onboarding and Orientation
  • The First Day
  • Your Role as a Leader

 Session 4: Five Practices of Leadership

  • Challenging, Inspiring, and Enabling
  • Challenge the Process
  • Making Connections
  • Inspire a Shared Vision
  • Enable Others To Act
  • Making Connections
  • Modeling and Heart
  • Making Connections
  • Practices in Practice
  • Pre-Assignment Review

 Session 5: A Personal Action Plan

  • Starting Point
  • Where I Want to Go
  • How I Will Get There

Course 3 - Certificate In Customer Service Training: Critical Elements of Customer Service Online Course

 Session 1: Course Overview

  • Learning Objectives
  • Pre-Assignment

 Session 2: What is Customer Service?

  • What is Customer Service?
  • The Critical Elements of Customer Service
  • A Customer Service Focus
  • Service is a Philosophy
  • Service Means Meeting Customer Expectations
  • Service is Not Always Natural

 Session 3: Who Are Your Customers?

  • Types of Customers
  • Internal and External Customers
  • VIP Customers
  • What Customers Need

 Session 4: Meeting Expectations

  • Meeting Expectations
  • Six Ways to Meet Customers’ Expectations

 Session 5: Pre-Assignment Review

  • Pre-Assignment Answers

 Session 6: Setting Goals

  • Creating a Personal Vision Statement
  • Step One: Identify Your Values
  • Step Two: Define Your Values
  • Step Three: Put It All Together
  • Identifying Dreams and Setting Goals
  • Identifying Your Dreams
  • My Dreams and Goals

 Session 7: The Second Critical Element – Defined in Your Organization

  • Our Standards
  • Sample Standards

 Session 8: The Third Critical Element – Given Life by the Employees

  • What Do You Think?
  • Suggested Answers

 Session 9: Communication Skills

  • The Importance of Empathy
  • About Rephrasing
  • Dangerous Misconceptions
  • Defining Communication
  • Body Language Basics
  • Voice
  • Open and Closed Questions
  • Customer-Focused Questions

 Session 10: Telephone Techniques

  • It’s Not What You Say, It’s How You Say It
  • Your Initial Greeting
  • Personalizing Service
  • Addressing a Person
  • Your Telephone Voice
  • Your Listening Ear
  • Your Format for Closing
  • Handling Everyday Requests
  • Transferring Telephone Calls
  • Putting Callers on Hold
  • Taking a Message
  • Taking Messages Accurately and Completely
  • What to Record When Taking a Message
  • Other Tips for Taking a Message
  • Do’s and Don’t’s
  • Phrases to Avoid Using
  • Sentences That Damage Your Image or Lose Goodwill

 Session 11: Dealing With Difficult Customers

  • Abrupt Customers
  • Abusive Customers
  • Angry Customers
  • Arrogant Customers
  • Bully/Bossy Customers
  • Closed-Minded Customers

 Session 12: Dealing With Challenges Assertively

  • About Assertiveness
  • An Assertiveness Formula
  • Making Connections

 Session 13: Dealing With Difficult People

  • Getting to the Heart of the Matter
  • What’s Missing?
  • Getting to the Big Picture
  • The Three F’s
  • Types of Difficult People
  • The Stubborn One
  • The Quiet One
  • The Jester
  • Yakety-Yak
  • Off Base
  • Bigger Issues
  • The Chatterbox
  • The Know-It-All
  • The Whiner

 Session 14: The Fourth Critical Element – Be a Problem Solver

  • Reducing Conflict
  • Blending
  • Blending Examples
  • Redirecting
  • Identify Positive Intent
  • Identify Highly Valued Criteria
  • When Discussions Degenerate Into Conflict
  • An Action Plan for Angry, Aggressive People
  • Problem Solving in Six Steps
  • Making Connections

 Session 15: Seven Steps to Customer Problem Solving

  • The Process
  • Making Connections
  • The Recovery Process
  •  Session 16: The Fifth Critical Element – Measure It
  • Tools to Use
  • Critical Evaluation
  • Informal Surveys
  • Focus Groups
  • Fishbone (Cause and Effect, or Root Cause)
  • Brainstorming
  • Benchmarking
  • Measurement in Practice

 Session 17: The Sixth Critical Element – Reinforce It

  • Keeping Momentum
  • Developing and Maintaining Relationships
  • Recognizing the Power of Your Behavior
  • Likeability Works
  • Phrases for Customer Service Success
  • How to Feel Powerful in Your Position
  • Project Positive Expectations
  • Give Credit Where It’s Due
  • Rebound from Failure
  • Accept Responsibility

 Session 18: Dealing With Stress

  • About Stress
  • Deep Breathing
  • Visualize
  • Music
  • Acupressure and Massage
  • Laughter
  • Replace Worry with Problem Solving
  • Meditation
  • Resilience

 Session 19: A Personal Action Plan

  • Starting Point
  • Where I Want to Go
  • How I Will Get There

Course 4 - Certificate In Selling Smarter Online Course

Session 1: Course Overview

  •     Learning Objectives
  •     Pre-Assignment: Questions 1 to 3
  •     Pre-Assignment: Questions 4 to 6

Session 2: Selling Skills

  •     Essential Skills
  •     Identifying the Skills for Success
  •     Consultative Selling
  •     Customer Focused Selling
  •     Focusing on the Customer

Session 3: The Sales Cycle

  •     The Sales Cycle
  •     Initiate
  •     Initiating the Sales Cycle
  •     Cold Calling
  •     Finding Clients
  •     Reverse Networking
  •     Using Reverse Networking
  •     Build
  •     Building Relationships
  •     Manage
  •     Optimize
  •     Finding Comfort

Session 4: Framing Success

  •     The Power of Your Mind
  •     Exploring Your Mind
  •     Optimism
  •     Professionalism
  •     Being Professional

Session 5: Setting Goals with SPIRIT!

  •     Setting Good Goals
  •     Creating SPIRIT Goals

Session 6: The Path to Efficiency

  •     The Path to Efficiency
  •     How You Manage Time
  •     Strategies for Staying Organized
  •     Using the Time Management Strategies

Session 7: Customer Service

  •     Customer Service
  •     Reasons for Buying
  •     Client Wants and Needs
  •     Wants and Needs
  •     Client Requests and Impressions
  •     Improving Your Customer Service

Session 8: Selling More

  •     Enhancing Your Sales: Up-Selling
  •     Enhancing Your Sales: Cross-Selling
  •     Enhancing Your Sales: Value-Added Selling
  •     Our Values
  •     Perceived Value
  •     Facts and Myths
  •     Phases of the Value-Added Sale
  •     Adding Value

Session 9: Ten Major Mistakes

  •     Ten Mistakes
  •     Ten Solutions – Mistakes 1 and 2
  •     Ten Solutions – Mistakes 3 and 4
  •     Ten Solutions – Mistakes 5 and 6
  •     Ten Solutions – Mistakes 7 and 8
  •     Ten Solutions – Mistakes 9 and 10
  •     Our Solutions

Session 10: Finding New Clients

  •     Finding New Clients
  •     Looking for Clients
  •     Networking
  •     Roadblocks and Remedies
  •     Our Roadblocks and Remedies
  •     Successful Networking

Session 11: Selling Price

  •     Selling Price
  •     Selling Price Pros and Cons
  •     Using the Pros and Cons
  •     How Should You Approach Your Customers?

Session 12: Personal Action Plan

  •     Starting Point
  •     Where I Want to Go
  •     How I Will Get There

Course 5 - Certificate In Building Relationships for Success in Sales Online Course

Session 1: Course Overview

  • Learning Objectives
  • Pre-Assignment

 Session 2: Focusing on Your Customer

  • Customer Focused Selling
  • Minimizing Challenges
  • Becoming Customer Focused
  • Understanding Effort vs. Results
  • How You Fit in the Quadrants
  • Considering the Possibilities

 Session 3: What Influences People in Forming Relationships?

  • Influences at Work
  • Appearance
  • Similarity
  • Complementarity
  • Reciprocity
  • Competence
  • Proximity
  • Exchange
  • The Effect of the Influences
  • Building Customer Connections
  • Building Common Ground

 Session 4: Disclosure

  • Disclosure
  • Self-Awareness and the Johari Windows
  • Understanding the Johari Window
  • Building Relationships with the Johari Window
  • Working with the Johari Window

 Session 5: How to Win Friends and Influence People

  • About Dale Carnegie
  • Discussing Carnegie's Principles
  • Talking about Interests
  • Try to See Things from Their Point of View
  • Changing the View
  • Genuinely Like Other People
  • Liking Others through Common Ground
  • Smile
  • Make Them Feel Important
  • Remembering Names
  • Don't Criticize Others
  • Avoid Criticizing
  • What's in it for Me?
  • Comparing the Stories
  • Carnegie's Principles

 Session 6: Communication Skills for Relationship Selling

  • Active Listening
  • Responding to Feelings
  • Reading Cues
  • Demonstration Cues
  • Tips for Becoming a Better Listener
  • Asking Questions
  • Using Open Questions
  • Creating Customer Focused Questions
  • Good Listeners

 Session 7: Non-Verbal Messages

  • Non-Verbal Messages
  • Managing Your Messages
  • Voice
  • Qualities of a Good Voice

 Session 8: Managing the Mingling

  • Understanding Networking
  • Tips for Remembering Names

 Session 9: The Handshake

  • The Handshake
  • Improving Your Handshake
  • Tips for Success
  • Business Card Etiquette

 Session 10: Small Talk

  • Small Talk
  • Making Small Talk
  • Starting Conversations
  • Small Talk Tips
  • Exit Lines
  • Creating Exit Lines

 Session 11: Networking

  • Organizing Your Network
  • Networking Tips
  • Wise Words
  • Revisiting the Pre-Assignment
  • John and Jane
  • Questions for Reflection
  • Our Thoughts

 Session 12: Personal Development

  • Personal Action Plan
  • Achieving My Goals

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet. 

Minimum specifications for the computer are:


  • Microsoft Windows XP, or later
  • Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)


  • OSX/iOS 6 or later
  • Modern and up to date Browser (Firefox, Chrome, Safari)

All systems

  • Internet bandwidth of 1Mb or faster
  • Flash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

Customer Reviews

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Average rating 3.5 out of 5 stars

19 November 2018 03:00:29 AM


13 November 2018 08:22:40 PM


25 September 2018 05:03:18 PM

I can't express the importance of this course enough to anyone who deals with people on a daily basis. Thank you for the information contained in this course. Wwhat I learned will make a huge difference to my professional life.

13 September 2018 06:06:15 PM

relevant and easy to follow. Covered the basic must have knowledge when working in customer service. A great addition to anyone's resume and good value for money.

20 August 2018 07:49:51 AM

Great course! Well-structured and full of useful context!

28 May 2018 12:25:01 PM

Very informative course. I feel I now walk away with the basic knowledge of sales which is exactly what I was looking to achieve.

25 May 2018 03:53:22 PM


22 March 2018 04:26:34 AM

This is my second course and I am really enjoying seconds every time I logged in. This course it really helps me with my experience with the Sales.

12 January 2018 07:13:10 PM

excellent course provider

16 December 2017 02:04:44 AM

Good app

15 December 2017 08:47:50 PM

Great course!

11 October 2017 03:53:10 AM


22 May 2017 04:22:48 AM

Like this course.

27 April 2017 10:26:07 PM

I am very satisfied with the course, as I learned how to deal better in case the guests are using vulgar words. As well the importance of the body language when interacting with any customer.

6 April 2017 07:43:00 PM

This was a really great Course, I really learned a lot.

24 March 2017 07:32:36 PM

very interesting

4 March 2017 05:34:42 AM

Great Course !!

4 March 2017 05:34:40 AM

Great Course !!

14 January 2017 12:45:24 AM


13 January 2017 10:59:08 PM

very useful topics

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Course Summary

Course ID No.: 002CRMAI5CB
Delivery Mode: Online
Course Access: Unlimited lifetime
Time required: Study at your own pace
Course Duration: 30-48 Hours for total bundle
Assessments: Yes
Qualification: Certificate