CRM & Customer Data Basics

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About Course

Understand what a customer relationship management (CRM) system is, how to keep customer records accurate and useful, and how UK data protection law applies to customer data and marketing.

This course gives general information for learning purposes. It is not professional advice. Always follow your employer’s policies and current official guidance.

What Will You Learn?

  • Understand what a CRM system does Enter and maintain accurate customer records Use CRM data to improve service and follow-up Apply data protection and marketing consent rules

Course Content

Course Lessons

  • What a CRM Does
  • Good Data Habits
  • Data Protection & Marketing

Sources & Further Reading
The official guidance this course is based on.

Final Assessment

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