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Instituto Superior de Estatística e Gestão de Informação

Customer Relationship Management (CRM)

Code

42119

Academic unit

Instituto Superior de Estatística e Gestão de Informação

Credits

7,5

Teacher in charge

Pedro Miguel Pereira Simões Coelho

Weekly hours

2

Teaching language

Portuguese. In case there are any Erasmus students the class will be in English

Objectives

At the conclusion of the course, the student should be capable of :

  • Using a marketing information system, market research, and statistical techniques to recognize the status of the customer base in terms of customer types, customer value, and customer psychology;
  • Suggesting financial and behavioral goals for customer segments or individuals, developing profit-enhancement and loyalty programs to increase the value of each segment or individual, and testing those programs for effectiveness.

Subject matter

  • Introduction to the disciplina: the problems of customer relationship management.
  • Brief review of customer valuation, data structures, and marketing information systems.
  • Customer touch-points, data collection, service quality, and information flow.
  • Customer Relationship Strategy: differentiation of customers, goals for customers based on customer value and needs.
  • Understanding the customer with customer segmentation tools.
  • Theory of customer loyalty: types of loyalty, mediating relationship status constructs (trust, satisfaction, etc.).
  • Effects of marketing actions on relationship status: drivers of customer equity.
  • Statistical tools for predicting changes in relationship status.
  • Developing profit-enhancing and loyalty programs.
  • Testing and evaluating loyalty programs.
  • Transforming the organization.
  • Privacy law and ethics.
  • The future of CRM.

Bibliography

William G. Zikmund, Raymond McLeod, and Faye Gilbert: Customer Relationship Management: Integrating Marketing Strategy and Information Technology (Wiley 2003)
Don Peppers and Martha Rogers: Managing Customer Relationships: A Strategic Framework (Wiley, 2004)
David Shepard Associates: The New Direct Marketing: How to Implement a Profit-Driven Database Marketing Strategy, third edition (McGraw-Hill 1999)
Arthur Hughes: Strategic Database Marketing: The Master Plan for Starting and Managing a Customer-Based Marketing Program, second edition (McGraw-Hill 2000)

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