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Microsoft

Customer Engagement & Relationship

Microsoft via Coursera

Overview

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Strengthen your ability to build meaningful customer relationships using structured communication strategies and AI-assisted tools. This course focuses on empathy-driven engagement, retention tactics, omni-channel communication templates, and account health monitoring. You will learn to segment customers, calculate engagement uplift, draft professional service communications, and personalize AI-generated responses while maintaining clarity and tone. Using CRM insights and AI sentiment signals, you will assess key account health, design proactive outreach plans, and craft effective service recovery messages. Through applied exercises and a project, you will translate engagement data into actionable strategies that support loyalty, satisfaction, and long-term value. By the end of this course, you will be able to design and implement customer engagement strategies that combine human empathy with AI-enhanced efficiency.

Syllabus

  • Applying Empathy in Interactions
    • This module guides learners on using empathetic language to enhance customer satisfaction.
  • Reflecting on Emotional Impact
    • Encourages learners to reflect on service interactions, fostering empathy and personal growth.
  • Implementing Engagement Strategies
    • Details on executing customer segmentation and engagement strategies to enhance retention.
  • Analyzing Engagement Uplifts
    • Guides learners through analyzing engagement metrics and refining strategies.
  • Creating Omni-Channel Templates
    • Covers the essentials of template creation and AI integration for omni-channel responses.
  • Ensuring Template Readability
    • Focuses on optimizing the readability of communication templates for diverse audiences.
  • Conducting Account Health Reviews
    • This module offers structured procedures for regular account assessments to enhance engagement.
  • Scoring Account Health and Identifying Risks
    • This module provides insights into using health scores and identifying at-risk accounts for strategic focus.
  • Writing Effective Apologies
    • This module explores structured approaches to writing effective apologies that foster customer trust.
  • Tone Adjustment with AI Tools
    • Provides insights on using AI for adjusting tone to align with customer communications standards.
  • Project: Customer Engagement
    • Apply engagement and relationship strategies in a summative project that simulates real-world customer service contexts—while reinforcing when strategic planning, emotional intelligence, and human judgment drive lasting client loyalty.
  • Gen-AI: AI-Assisted Customer Engagement
    • Leverage generative AI to accelerate customer communication drafting, analyze engagement signals, and generate response recommendations—while understanding when human judgment and emotional intelligence remain essential.

Taught by

Microsoft

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