This course dives deep into Copilot's capabilities for leveraging customer data. You will explore connecting, enriching, and analyzing customer information to gain valuable insights into behaviors, preferences, and potential opportunities. You will learn how to personalize interactions, identify high-potential leads, and measure sales performance using Copilot's data-driven tools. This course is essential for sales professionals who want to harness the power of customer data to drive personalized engagement and maximize sales success.
Customer Data, Analytics, and Segmentation
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Customer Data, Analytics, and Segmentation
This course is part of Microsoft Copilot for Sales Specialization
Instructor: Microsoft
Included with 
Gain insight into a topic and learn the fundamentals.
Beginner level
Recommended experience
5 hours to complete
3 weeks at 1 hour a week
Flexible schedule
Learn at your own pace
Skills you'll gain
Details to know
Shareable certificate
Add to your LinkedIn profile
Recently updated!
September 2024
Assessments
10 assignments
Taught in English
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This course is part of the Microsoft Copilot for Sales Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 3 modules in this course
This module delves into how Microsoft Copilot leverages customer data to revolutionize sales interactions. By exploring the power of integrated customer information, you will gain an understanding of how Copilot pulls data from multiple sources to drive personalized sales experiences and enhance overall engagement. Throughout this module, you will learn to connect and enrich customer profiles, creating a comprehensive, detailed view of individual customers. With Copilot's advanced analytics tools, you will also analyze customer behaviors and preferences to derive actionable insights, ultimately enabling data-driven sales strategies. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!
What's included
4 videos3 readings3 assignments
This module focuses on using Microsoft Copilot's data-driven insights to enhance sales strategies and performance. You will learn how Copilot can identify high-potential leads, predict customer churn, and uncover cross-selling and upselling opportunities, prioritizing sales efforts for maximum impact. Additionally, this module will cover how to measure and improve sales performance by tracking key metrics and analyzing sales data. By the end of this module, you will have the skills to make data-informed decisions that optimize your sales strategies and drive revenue growth. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!
What's included
6 videos2 readings3 assignments
In this module, you will focus on maintaining data quality and integrity while integrating Microsoft Copilot with existing CRM systems and other business tools. You will explore how to apply data cleansing and deduplication techniques, ensuring that your customer data is accurate, reliable, and up to date. Furthermore, the module will cover how to integrate Copilot seamlessly into your workflows, creating a unified platform for managing customer data and enhancing sales and service processes. By the end of this module, you will be able to streamline your operations by automating data updates, ensuring privacy and security, and building a more efficient and integrated system. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!
What's included
6 videos4 readings4 assignments
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Frequently asked questions
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