Global Certificate Course in CRM Account Planning

Tuesday, 14 October 2025 13:53:28

International applicants and their qualifications are accepted

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Overview

Overview

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Global Certificate Course in CRM Account Planning equips professionals with strategic account planning skills. This course focuses on maximizing customer relationships.


Learn effective CRM strategies and customer relationship management best practices. Improve customer retention and revenue.


Designed for sales, marketing, and customer success teams, this Global Certificate Course in CRM Account Planning enhances your career.


Master account segmentation, opportunity identification, and collaborative planning techniques. Account planning is key to success.


Elevate your expertise. Explore the Global Certificate Course in CRM Account Planning today!

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Global Certificate Course in CRM Account Planning empowers you with strategic account planning skills. This comprehensive course equips you with the knowledge and tools to manage customer relationships effectively, leveraging CRM software for optimal results. Gain a competitive edge by mastering customer relationship management best practices and advanced account planning techniques. Boost your career prospects in sales, marketing, and account management. Our unique blended learning approach combines interactive modules, real-world case studies, and expert mentorship. Achieve certification and unlock new career opportunities. Enroll today!

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

• CRM Account Planning Fundamentals & Strategy
• Account Segmentation & Prioritization (Targeting & Ideal Customer Profile)
• Developing Account-Based Marketing (ABM) Strategies
• CRM Data Management and Analysis for Account Planning
• Building & Implementing Account Plans: A Practical Guide
• Forecasting & Revenue Attribution in CRM Account Planning
• Measuring Success & Optimizing Account Plans
• Collaborative Account Planning Across Teams (Sales, Marketing, Service)
• Advanced CRM Features for Account Planning (Workflows & Automation)

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): 140
2 months (Standard mode): 90

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Role (CRM Account Planning) Description
CRM Account Manager Develops and executes strategic account plans, maximizing customer lifetime value. Manages key accounts, increasing customer retention and revenue. Strong CRM skills essential.
Senior CRM Account Planner Leads the development of complex account plans, leveraging CRM data to forecast growth and identify opportunities for expansion. Mentors junior team members. Advanced CRM expertise needed.
CRM Business Analyst Analyzes CRM data to identify trends and insights, informing account planning strategies. Improves CRM processes and workflows, increasing efficiency. Data analysis and CRM system knowledge required.

Key facts about Global Certificate Course in CRM Account Planning

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A Global Certificate Course in CRM Account Planning equips professionals with the strategic skills to manage and grow key customer relationships. The program focuses on developing robust account plans that drive sustainable revenue growth and enhance customer lifetime value.


Learning outcomes include mastering account-based marketing strategies, proficiently using CRM software for account planning and analysis, and effectively collaborating with sales and marketing teams. Participants will learn to segment accounts, identify opportunities, and forecast sales accurately within a CRM framework.


The course duration is typically flexible, ranging from several weeks to a few months depending on the chosen program intensity and learning pace. This allows professionals to balance their professional commitments with their learning objectives.


Industry relevance is paramount. This CRM Account Planning certification is highly sought after in various sectors, including SaaS, technology, finance, and professional services. Graduates are prepared for roles such as Account Managers, Sales Operations Managers, and Marketing Managers, demonstrating a strong understanding of customer relationship management (CRM) best practices and account-based strategies (ABS).


The certification enhances career prospects and demonstrates a commitment to professional development within the dynamic field of sales and marketing, making it a valuable investment for both individuals and organizations. Effective account planning is a cornerstone of successful business strategies, ensuring competitive advantage in today's market.

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Why this course?

A Global Certificate Course in CRM Account Planning is increasingly significant in today's UK market, where effective customer relationship management is paramount for business success. The UK’s competitive landscape demands sophisticated account planning strategies to drive growth and retain clients. According to a recent study (hypothetical data for demonstration), 70% of UK businesses reported improved customer retention after implementing CRM-focused strategies, highlighting the value of specialized training.

CRM Strategy Improved Retention (%)
CRM Focused 70
Traditional 30

This Global Certificate Course addresses this need by equipping professionals with the skills to develop and execute effective CRM account plans. The course's focus on current trends, such as AI-driven CRM analytics and data-driven decision making, ensures participants are ready to contribute immediately to their organizations. Ultimately, mastering CRM account planning significantly boosts career prospects within the dynamic UK business environment.

Who should enrol in Global Certificate Course in CRM Account Planning?

Ideal Audience for the Global Certificate Course in CRM Account Planning Key Skills & Benefits
Sales professionals aiming to boost customer lifetime value through strategic account planning. In the UK, effective CRM strategies are crucial, with 70% of businesses reporting increased customer retention as a key benefit (Source: fictitious UK statistic for illustrative purposes). Mastering CRM software, relationship building, strategic planning, and sales forecasting. Achieve significant improvements in account management and revenue generation.
Marketing managers seeking to improve customer engagement and nurture high-value accounts. Understand and implement targeted account-based marketing (ABM) strategies. Enhanced customer segmentation, improved marketing ROI, and data-driven decision making. Drive growth through personalized campaigns and deeper customer relationships.
Business development managers looking to expand key accounts and explore new revenue streams. Learn to utilize CRM data to identify and prioritize high-potential opportunities. Develop sophisticated account mapping and penetration strategies, resulting in enhanced sales pipelines and sustainable business growth.
Entrepreneurs and startup founders striving to build strong client relationships. Effectively manage customer interactions and optimize resource allocation for maximized growth. Gain the foundational knowledge needed to build a sustainable business with a customer-centric approach. Learn to effectively leverage data and insights for informed decision-making.