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Marketing & Communication

Customer Relationship Management (CRM) and Customer Retention

Acquiring new customers costs significantly more than keeping existing ones. This course shows marketing, sales and service professionals how to use customer relationship management strategies, data and technology to improve retention, increase customer lifetime value and deliver more personalised experiences. Participants learn customer segmentation, lifecycle marketing, loyalty design, churn analysis, CRM system use and measurement of customer value, and they develop a retention strategy for their own organisation.

5 days Classroom or live online English
Smart Horizon Certified - Global Leadership Consultants
Take the course details with you.

Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

Download course PDF
Why attend

From knowledge to real-world impact.

Many organisations invest in CRM software without changing how they manage customer relationships. This course focuses on the strategy, processes and analytics that make CRM effective, helping you keep valuable customers longer and grow revenue from your existing base.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

  • Difficulty translating subject knowledge into practical workplace decisions.
  • Inconsistent approaches to the activities covered in the course outline.
  • Lack of a structured plan for applying and reviewing new skills.
Course methodology

How you will learn.

The programme uses case studies, segmentation and churn analysis exercises, customer journey workshops, CRM demonstrations and development of a retention plan.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

  • Explain CRM strategy and its role in customer retention
  • Segment customers by value, needs and behaviour
  • Design lifecycle and retention programmes
  • Analyse churn and customer lifetime value
  • Use CRM systems and data to personalise engagement
  • Measure and improve retention performance
Target audience

Who should attend.

This course is suitable for:

  • Marketing and CRM managers
  • Sales managers and account managers
  • Customer service and customer success leaders
  • Business development professionals
  • Digital marketing and analytics specialists
Target competencies

Capabilities you will build.

Participants will develop competencies in:

  • CRM strategy
  • Customer segmentation
  • Lifecycle marketing
  • Churn analysis
  • Loyalty programme design
  • Customer lifetime value
Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1CRM Strategy and Customer Value

  1. 09:00–09:54What CRM really means: strategy, process and technology
  2. 09:54–10:48The economics of retention and customer lifetime value
  3. 10:48–11:00Customer-centric organisations
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Customer-centric organisations (continued)
  6. 12:12–13:06Assessing CRM maturity
  7. 13:06–14:00Exercise: Calculating customer lifetime value

Day 2Understanding and Segmenting Customers

  1. 09:00–09:54Customer data sources and single customer view
  2. 09:54–10:48Value-based and needs-based segmentation
  3. 10:48–11:00Behavioural and RFM analysis
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Behavioural and RFM analysis (continued)
  6. 12:12–13:06Customer personas
  7. 13:06–14:00Workshop: Segmenting a customer base

Day 3Lifecycle and Retention Programmes

  1. 09:00–09:54Onboarding, engagement and renewal journeys
  2. 09:54–10:48Loyalty programmes and rewards
  3. 10:48–11:00Personalisation and next-best-action
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Personalisation and next-best-action (continued)
  6. 12:12–13:06Win-back campaigns
  7. 13:06–14:00Case study: A subscription business reducing churn

Day 4CRM Systems and Analytics

  1. 09:00–09:54Core CRM system capabilities
  2. 09:54–10:48Sales, service and marketing automation
  3. 10:48–11:00Churn prediction and early warning signals
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Churn prediction and early warning signals (continued)
  6. 12:12–13:06Dashboards and reporting
  7. 13:06–14:00Demonstration: Using CRM data to target retention

Day 5Measuring and Improving Retention

  1. 09:00–09:54Retention, churn and satisfaction metrics
  2. 09:54–10:48Customer feedback and voice of the customer
  3. 10:48–11:00Aligning sales, marketing and service teams
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Aligning sales, marketing and service teams (continued)
  6. 12:12–13:06Data protection and consent
  7. 13:06–14:00Capstone: Customer retention strategy

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

Dubai 16 Nov - 20 Nov 2026
Confirmed dates
£3,150.-Register
Online Live virtual classroom 16 Nov - 20 Nov 2026
Confirmed dates
£1,250.-Register
Cape Town 30 Nov - 4 Dec 2026
Confirmed dates
£1,890.-Register
Online Live virtual classroom 30 Nov - 4 Dec 2026
Confirmed dates
£1,250.-Register
Frankfurt 7 Dec - 11 Dec 2026
Confirmed dates
£2,650.-Register
Online Live virtual classroom 7 Dec - 11 Dec 2026
Confirmed dates
£1,250.-Register
Kuala Lumpur 14 Dec - 18 Dec 2026
Confirmed dates
£1,450.-Register
Online Live virtual classroom 14 Dec - 18 Dec 2026
Confirmed dates
£1,250.-Register
Paris 4 Jan - 8 Jan 2027
Confirmed dates
£2,860.-Register
Online Live virtual classroom 4 Jan - 8 Jan 2027
Confirmed dates
£1,250.-Register
Istanbul 18 Jan - 22 Jan 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 18 Jan - 22 Jan 2027
Confirmed dates
£1,250.-Register
Amsterdam 1 Feb - 5 Feb 2027
Confirmed dates
£2,540.-Register
Online Live virtual classroom 1 Feb - 5 Feb 2027
Confirmed dates
£1,250.-Register
Singapore 15 Feb - 19 Feb 2027
Confirmed dates
£2,820.-Register
Online Live virtual classroom 15 Feb - 19 Feb 2027
Confirmed dates
£1,250.-Register
London 1 Mar - 5 Mar 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 1 Mar - 5 Mar 2027
Confirmed dates
£1,250.-Register
Vienna 8 Mar - 12 Mar 2027
Confirmed dates
£2,940.-Register
Online Live virtual classroom 8 Mar - 12 Mar 2027
Confirmed dates
£1,250.-Register
Dubai 15 Mar - 19 Mar 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 15 Mar - 19 Mar 2027
Confirmed dates
£1,250.-Register
Frankfurt 5 Apr - 9 Apr 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 5 Apr - 9 Apr 2027
Confirmed dates
£1,250.-Register
Kuala Lumpur 19 Apr - 23 Apr 2027
Confirmed dates
£1,450.-Register
Online Live virtual classroom 19 Apr - 23 Apr 2027
Confirmed dates
£1,250.-Register
Paris 3 May - 7 May 2027
Confirmed dates
£2,860.-Register
Online Live virtual classroom 3 May - 7 May 2027
Confirmed dates
£1,250.-Register
Barcelona 10 May - 14 May 2027
Confirmed dates
£2,840.-Register
Online Live virtual classroom 10 May - 14 May 2027
Confirmed dates
£1,250.-Register
Istanbul 17 May - 21 May 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 17 May - 21 May 2027
Confirmed dates
£1,250.-Register
Amsterdam 7 Jun - 11 Jun 2027
Confirmed dates
£2,540.-Register
Online Live virtual classroom 7 Jun - 11 Jun 2027
Confirmed dates
£1,250.-Register
Singapore 21 Jun - 25 Jun 2027
Confirmed dates
£2,820.-Register
Online Live virtual classroom 21 Jun - 25 Jun 2027
Confirmed dates
£1,250.-Register
London 5 Jul - 9 Jul 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 5 Jul - 9 Jul 2027
Confirmed dates
£1,250.-Register
Cape Town 12 Jul - 16 Jul 2027
Confirmed dates
£1,890.-Register
Online Live virtual classroom 12 Jul - 16 Jul 2027
Confirmed dates
£1,250.-Register
Dubai 19 Jul - 23 Jul 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 19 Jul - 23 Jul 2027
Confirmed dates
£1,250.-Register
Frankfurt 2 Aug - 6 Aug 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 2 Aug - 6 Aug 2027
Confirmed dates
£1,250.-Register
Kuala Lumpur 16 Aug - 20 Aug 2027
Confirmed dates
£1,450.-Register
Online Live virtual classroom 16 Aug - 20 Aug 2027
Confirmed dates
£1,250.-Register
Paris 6 Sept - 10 Sept 2027
Confirmed dates
£2,860.-Register
Online Live virtual classroom 6 Sept - 10 Sept 2027
Confirmed dates
£1,250.-Register
Rome 13 Sept - 17 Sept 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 13 Sept - 17 Sept 2027
Confirmed dates
£1,250.-Register
Istanbul 20 Sept - 24 Sept 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 20 Sept - 24 Sept 2027
Confirmed dates
£1,250.-Register
Amsterdam 4 Oct - 8 Oct 2027
Confirmed dates
£2,540.-Register
Online Live virtual classroom 4 Oct - 8 Oct 2027
Confirmed dates
£1,250.-Register
Singapore 18 Oct - 22 Oct 2027
Confirmed dates
£2,820.-Register
Online Live virtual classroom 18 Oct - 22 Oct 2027
Confirmed dates
£1,250.-Register
London 1 Nov - 5 Nov 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 1 Nov - 5 Nov 2027
Confirmed dates
£1,250.-Register
Rome 8 Nov - 12 Nov 2027
Confirmed dates
£2,450.-Register
Online Live virtual classroom 8 Nov - 12 Nov 2027
Confirmed dates
£1,250.-Register
Dubai 15 Nov - 19 Nov 2027
Confirmed dates
£3,150.-Register
Online Live virtual classroom 15 Nov - 19 Nov 2027
Confirmed dates
£1,250.-Register
Frankfurt 6 Dec - 10 Dec 2027
Confirmed dates
£2,650.-Register
Online Live virtual classroom 6 Dec - 10 Dec 2027
Confirmed dates
£1,250.-Register
Kuala Lumpur 13 Dec - 17 Dec 2027
Confirmed dates
£1,450.-Register
Online Live virtual classroom 13 Dec - 17 Dec 2027
Confirmed dates
£1,250.-Register

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon UK certificate of attendance. Smart Horizon UK programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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