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
CRM Integration and AI for Customer Management
位教师： Microsoft
访问权限由 New York State Department of Labor 提供
您将获得的技能
- Sales
- Data Ethics
- Microsoft Copilot
- AI Enablement
- Customer Engagement
- AI Personalization
- Customer Data Management
- Trend Analysis
- Information Privacy
- AI Workflows
- Customer Relationship Management
- Customer Insights
- Data Quality
- Customer experience improvement
- Debugging
- Workflow Management
- Responsible AI
- Customer Retention
- Sales Strategy
- 技能部分已折叠。显示 10 项技能，共 19 项。
要了解的详细信息
了解顶级公司的员工如何掌握热门技能
积累 Marketing 领域的专业知识
本课程是 Microsoft Sales Toolkit with Generative AI 专业证书 专项课程的一部分
在注册此课程时，您还会同时注册此专业证书。
- 向行业专家学习新概念
- 获得对主题或工具的基础理解
- 通过实践项目培养工作相关技能
- 通过 Microsoft 获得可共享的职业证书
该课程共有4个模块
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.
涵盖的内容
6个视频3篇阅读材料7个作业
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.
涵盖的内容
6个视频3篇阅读材料7个作业
This module focuses on analyzing CRM data with AI tools for actionable sales insights, identifying trends and patterns through AI-enhanced data analysis, and leveraging CRM insights to refine sales strategies and improve outcomes. Emphasis is placed on running scenarios where Copilot analytics may misclassify trends, requiring systematic error detection, documentation, and correction protocols.
涵盖的内容
6个视频3篇阅读材料7个作业
This module focuses on leveraging AI analytics to monitor and optimize customer engagement through comprehensive CRM metrics analysis. Students will master systematic approaches to measuring engagement effectiveness, identifying improvement opportunities, and implementing data-driven strategies that enhance customer relationships and retention. The module emphasizes developing critical evaluation skills for AI-generated insights while building expertise in translating engagement data into strategic actions that drive business results.
涵盖的内容
6个视频3篇阅读材料8个作业
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