This course focuses on leveraging AI tools to enhance CRM systems, enabling enriched customer relationship management and data-driven sales decisions. Learners will explore how to integrate generative AI with CRM platforms to personalize customer experiences and improve relationship management. It will also include multi-stage CRM workflow construction, Copilot-powered reporting, and hands-on troubleshooting labs. Privacy, compliance, and data-quality checks foregrounded.
CRM Integration and AI for Customer Management
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CRM Integration and AI for Customer Management
This course is part of Microsoft Sales Toolkit with Generative AI Professional Certificate
Instructor: Microsoft
Included with
Gain insight into a topic and learn the fundamentals.
Advanced level
Recommended experience
1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Skills you'll gain
- Data Quality
- Data Integration
- Customer experience improvement
- Microsoft Copilot
- Compliance Training
- Artificial Intelligence
- Customer Relationship Management
- Quality Assurance
- Management Reporting
- AI Enablement
- AI Personalization
- Customer Relationship Management (CRM) Software
- Generative AI
- Network Troubleshooting
- Business Reporting
- AI Workflows
- Workflow Management
- Data Validation
Details to know
Shareable certificate
Add to your LinkedIn profile
Taught in English
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This course is part of the Microsoft Sales Toolkit with Generative AI Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate from Microsoft
There are 2 modules in this course
This module focuses on leveraging AI tools to enhance CRM systems, enabling enriched customer relationship management and data-driven sales decisions. Learners will explore how to integrate generative AI with CRM platforms to personalize customer experiences and improve relationship management. It will also include multi-stage CRM workflow construction, Copilot-powered reporting, and hands-on troubleshooting labs. Privacy, compliance, and data-quality checks are foregrounded.
What's included
1 video3 readings7 assignments
This module focuses on using AI technologies to create personalized customer experiences and improve retention. Learners will explore how to enhance customer segmentation and targeting with AI-driven insights, while tailoring communications and engagement strategies using AI data. The module includes iterative CRM-linked Copilot features to create comprehensive prompt libraries and systematic customer nurturing approaches.
What's included
3 readings3 assignments
Earn a career certificate
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