Loyalty, CRM & Customer Lifetime Value
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Curated Certification CRC07
Design customer relationships across identity, loyalty, personalization, retention and service using consent-aware data, lifecycle economics, rewards, experimentation and customer lifetime value.
Benchmark: Curated source set: Salesforce Trailhead + Microsoft Dynamics 365 + The Open University / OpenLearn + HubSpot Academy + Shopify -- Credential note: this is a Zuyini mastery certificate built from the cited public courses. It is not issued, sponsored or endorsed by the source institutions, providers or companies.
Core Course Stack
1. Administer Loyalty Management
2. Manage Loyalty Processes
3. Loyalty Overview
4. Understanding Your Customers
5. Ecommerce Marketing Course
6. Agentforce Commerce: Quick Look
7. Bridge Online and Offline Customer Experiences (2026)
8. Modernized Customer Details in Store Commerce
Hands-On Mastery Capstone
Design a loyalty and CRM program for a retailer. Define customer identity and consent boundaries, lifecycle segments, earn/burn mechanics, benefits, service triggers, retention experiments and CLV economics; include fraud/abuse and breakage considerations.
Proof Rubric
- customer data map
- lifecycle segmentation
- loyalty design
- earn/burn economics
- CLV model
- retention experiment
- service journeys
- governance/fraud controls