Modernizing CRM Systems for the AI Era - Session 278

Overview

Join us for Session 278 and delve into the transformation of CRM systems in the age of AI. Discover the impact of Dynamics 365 Sales, designed to break down data silos and foster individualized customer interactions.

This session is essential for anyone looking to expedite business expansion and boost sales performance through modern CRM solutions.

Syllabus

• Introduction to AI in CRM
Overview of CRM systems
The evolution of CRM to AI-driven solutions
Benefits of integrating AI with CRM
• Understanding Dynamics 365 Sales
Key features of Dynamics 365 Sales
AI capabilities within Dynamics 365
Real-world examples of AI in Dynamics 365
• Eliminating Data Silos
Introduction to data silos in CRM
Strategies for integrating data across platforms
Tools and techniques for data consolidation
• Enabling Personalized Customer Engagement
Utilizing AI for customer insights
Techniques for personalizing customer interactions
Case studies of successful personalized engagement
• Accelerating Business Growth
Leveraging AI for sales forecasting
AI-driven sales pipeline management
Measuring the impact of AI on sales performance
• Implementing AI-Powered CRM Solutions
Best practices for AI implementation in CRM
Overcoming challenges in AI adoption
Key performance indicators (KPIs) for AI success
• Future Trends in AI and CRM
Emerging AI technologies in CRM
The future of customer experience with AI
Preparing for ongoing innovation in CRM systems
• Course Wrap-Up and Next Steps
Summary of key concepts
Resources for further learning
Networking and community engagement opportunities

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Subjects

Business