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AI & CRM Insight · LearnSpace
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AI & CRM Insight

Курс от Coursera
Средний≈ 11.2 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Learn how artificial intelligence and CRM systems can support smarter decision-making and more efficient sales workflows. In this course, you’ll explore how sales professionals use CRM platforms to manage leads, track opportunities, and monitor pipeline performance. You’ll also learn how AI tools can assist with communication, data analysis, and sales preparation. The course introduces practical workflows that help sales teams organize customer information, track engagement, and identify opportunities more effectively. Through real-world examples, you’ll learn how CRM insights and AI-supported tools can improve productivity, support better client interactions, and help sales professionals prioritize the right opportunities. What makes this course unique is its focus on combining traditional CRM practices with emerging AI tools used in modern sales environments. Instead of focusing only on technology concepts, the course emphasizes how sales professionals apply these tools in daily workflows to improve communication, streamline processes, and make informed sales decisions

Навыки, которые вы освоите

Customer Relationship ManagementProspecting and QualificationCustomer Relationship Management (CRM) SoftwareEmail MarketingB2B SalesClosing (Sales)Data EntrySales StrategyInside SalesLead GenerationEmail AutomationSales PipelinesSalesContent Performance AnalysisSales DevelopmentSales OperationsSales ProcessDecision IntelligenceSales EnablementSales Management

Программа курса

11 модулей · 64 учебных материалов

01 Develop Lead Tracking: Understanding the CRM Lead Lifecycle4 материалов
Welcome & Course OrientationВидеоWhy Lead Stages Matter in Real Sales TeamsDIALOGUEWhat Is a Lead in a CRM?ЧтениеHands-On Learning: Identify the Correct Lead StageЗадание

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Преподаватель курса

 AI & CRM Insight
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Обучение на Coursera

≈ 11.2 ч

11 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Бразильский португальский, Корейский, Немецкий, Индонезийский, Испанский, Японский

Часть программы вашего университета
02Develop Lead Tracking: Practicing Lead Tracking in a Sandbox CRM6 материалов
From Theory to Action: Working Inside a CRMВидеоThinking Like a Sales Professional in the CRMDIALOGUECreating and Managing Leads in a Sandbox CRMЧтениеEntering a Lead, Adding Notes, and Scheduling Follow-UpsВидеоHands-On Learning: Build and Track Two LeadsЗаданиеGraded Assessment: Lead Tracking in PracticeЗадание
03AI Tools for Seller: Interpreting Buying Signals with AI Insights 8 материалов
Welcome: Why Discovery Calls Need AI SupportВидеоWhy Even Strong Sellers Miss Buying SignalsDIALOGUEHow Predictive Lead Scoring Interprets Conversational-AI Signals ВидеоWhat is Improving Customer Sentiment with AIЧтениеWalkthrough: Mapping Conversational-AI Signals to Lead Scoring Insights ЧтениеHands-on Activity: Mapping Conversational-AI Features to Predictive Lead ScoringЗаданиеFrom Conversation Signals to Predictive Lead ScoringВидеоInterpreting Conversational-AI SignalsЗадание
04AI Tools for Seller: Interpreting Discovery Signals with AI 5 материалов
AI Output Is Not InsightDIALOGUEWhat AI Meeting Assistants Actually Extract from CallsВидеоWhat is Conversation Intelligence?ЧтениеHands-on Activity: Extract Deal-Progress Indicators from a Sample CallЗаданиеGraded Assessment: Evaluating Deal Progress Using AI InsightsЗадание
05Automate CRM Nudges: Designing AI-Triggered CRM Nudges7 материалов
When Is a Nudge Helpful vs Annoying?DIALOGUEIntroduction to Automate CRM Nudges ВидеоUnderstanding AI Health Scores and Churn SignalsЧтениеDesigning the Right Trigger and Entry LogicВидеоStructuring a Three-Touch CRM SequenceВидеоHands-on Learning: Build a Health-Based CRM WorkflowЗаданиеPractice Quiz: Designing Safe and Effective Health-Based CRM WorkflowsЗадание
06Automate CRM Nudges: Optimizing CRM Sequences Using Engagement Data7 материалов
Using Engagement Data to Improve Reply RatesВидеоWhat Does a Drop-Off Really Mean?DIALOGUEReading the 30-Day CRM Engagement FunnelЧтениеImproving Email Performance with Small ChangesВидеоDiagnosing a Stage-2 Reply Rate DeclineЧтениеHands-on Learning: Fix the 25 Percent Drop at Email TwoЗаданиеGraded Assessment: Reply Rate Diagnosis and Optimization Practice QuizЗадание
07Use AI During Calls: Real-Time AI Assistance In-Call6 материалов
Introduction and WelcomeВидеоSet Your “AI-in-Call” Success CriteriaDIALOGUETransform Your Sales with Conversational AIЧтениеHandle Pricing Objections with AI PromptsВидеоHands-On Learning: AI Pricing Prompt Role PlayЗаданиеPractice Quiz: Prompt - to - Progress PicksЗадание
08Use AI During Calls: Measure Impact and Share Results5 материалов
Build a simple chart and interpret liftВидеоRetro Story, Claim to RecommendationDIALOGUEDefine Your Outcome Metrics and Comparison RulesЧтениеHands-On Learning: Retro-Ready: Chart + 5 BulletsЗаданиеGraded Assessment: Objection to OutcomeЗадание
09Dashboard Win Drivers: Building a Win-Driver Dashboard7 материалов
Why Dashboards Explain WinsDIALOGUEWelcome to Dashboard Win DriversВидеоActionable Sales DashboardsВидеоKey Sales Metrics ExplainedЧтениеBuilding the DashboardВидеоHands-on Learning: Design a Dashboard LayoutЗаданиеPractice Assignment: Dashboard Design CheckЗадание
10Dashboard Win Drivers: Interpreting Win Drivers and Recommending Action6 материалов
Why Insights Drive ActionDIALOGUEFinding Win PredictorsВидеоWin Predictors & Reading Win Signals TogetherЧтениеFrom Insight to RecommendationВидеоHands-On Learning: Recommend Sales ChangesЗаданиеGraded Quiz: Win Drivers Final AssessmentЗадание
11AI-Powered Sales Workflow Design Project3 материалов
Why AI-Powered Sales Workflows MatterЧтениеAI-Powered Sales Workflow: Requirements and EvaluationЧтениеDesign an AI-Powered Sales Workflow Задание