Customer Development Process 

Objectives

LO1: Improves written and oral communication skills
LO2: Improves analytical thinking
LO3: Makes use of IT tools available for customer relationship managers
LO4: Encourages interpersonal relations and teamwork
LO5: Allows for diverse and multicultural work environment
L06: Provides learning experience in integrating knowledge across fields and merging that with customer relationship management (CRM)
LO7: Teaches about financial theories, analysis, reporting and markets used in CRM
LO8: Teaches about information technology and quantitative methods that relate to data creation, sharing, analysis, modelling and reporting for CRM related business purposes
LO9: Provides learning experiences in understanding how different business or management discipline contribute to CRM
LO10: Makes learners aware of applicable legislation and regulation in the field, and ethical practices

General characterization

Code

14206

Credits

2

Responsible teacher

Elizabete Figueiredo Cardoso

Hours

Weekly - Available soon

Total - Available soon

Teaching language

Portuguese | English

Prerequisites

Available soon

Bibliography

• PEPPERS, Don & ROGERS, Martha: Managing Customer Relationships: A Strategic Framework, 2nd Edition (Wiley)
• BUTTLE, Francis: Customer Relationship Management – Concepts and Technologies, 2019, Routledge
• KUMAR, V. & REINARTZ W., Customer Relationship Management: Concept, Strategy, and Tools, 2018, Springer
• KUMAR, V., Managing Customers for Profit, 2008, FT Press
• ROGERS, David: The Network is Your Customer (Yale University Press)
• GOLDENBERG, B., The Definitive Guide to Social CRM, 2015, Pearson
• BARAN, R., Customer Relationship Management, 2017, Taylor & Francis

Teaching method

Lectures are carried out to convey key theories and models, before group sessions take place to undertake hands-on desktop research and analysis with a practical corporate example. The professor accompanies group sessions to provide live feedback and encourage discussion.

Evaluation method

The assessment of this curricular unit is done together with the block of curricular units of the same area of knowledge. This assessment has 3 moments, which together define the final grade of the curricular unit:
• Individual exam with a weighting of 50% of the total mark
• Group work with a weighting of 35% of the total grade value
• Individual reflection-action exercise carried out at the end of the curricular unit, with a weighting of 15% of the total grade value. The set of individual action-reflection exercises is a journaling activity, which will constitute, at the end, a learning portfolio capable of synthesising the contributions of the Executive Master for that student.

Subject matter

C1: CRM origins and evolution;
C2: Diagnosing CRM level in a company and the IDIC model
C3: Benchmarking best practices across businesses and industries
C4: Identifying and differentiating customers
C6: Segmentation: techniques, models and cases
C6: Interacting with the customer and the role of social media
C7: Automation and artificial intelligence in CRM: using ASR, NLU and NLP
C8: Privacy, GDPR, permission marketing
C9: Mass customization
C10: Measuring success and campaign analysis
C11: Customer analytics - deriving value
C12: Organizing, managing and setting the future of the profitable customer-strategy enterprise

Programs

Programs where the course is taught: