CRM Integration and AI for Customer Management

Übersicht

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.

Lehrplan

• Introduction to CRM Systems
Overview of CRM platforms
Importance of CRM in business
Challenges in current CRM practices
• AI Fundamentals for CRM
Basics of AI and machine learning
AI applications in CRM
Benefits of integrating AI with CRM systems
• Integrating Generative AI with CRM
Understanding generative AI
Personalizing customer experiences with AI
Case studies of successful AI-CRM integration
• Multi-stage CRM Workflow Construction
Designing CRM workflows
Automation in CRM processes
Best practices for workflow optimization
• Copilot-powered Reporting
Introduction to Copilot tools
Creating AI-powered reports
Analyzing data for improved decision-making
• Hands-on Troubleshooting Labs
Setting up troubleshooting environments
Identifying common integration issues
Practical troubleshooting exercises
• Privacy, Compliance, and Data-quality Checks
Understanding data privacy laws
Ensuring compliance in AI applications
Conducting data-quality assessments
• Final Project
Designing an AI-enhanced CRM solution
Presentations and peer reviews
Feedback and course wrap-up

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Unterrichtet von

Microsoft

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Fachgebiete

Business