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CRM Marketing AI

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CRM Marketing AI

Who Is This Certification For?

This course is built for professionals looking to modernize their sales and marketing processes with AI-powered CRM tools. Whether you’re stuck in spreadsheets or unsure how to apply AI in real workflows, we’ll get you hands-on and future-ready.

Mid‑Level Sales & Marketing Pros Needing AI‑Driven CRM

Marketers and sales reps still managing leads in spreadsheets or outdated CRMs.

SMB Owners & Founders Seeking Quick AI Wins

Business leaders who want a centralized CRM and fast automation—no IT overhaul.

Career Switchers & Tech Learners Building AI‑CRM

CRM admins or data analysts looking for hands‑on, project‑based experience.

Skills You Will Gain

Practical, AI‑augmented CRM and marketing analytics competencies you’ll build through weekly projects and real‑world tools.

  1. Use GPT to generate CRM use cases for different industries and job roles
  2. Compare 3 CRM platforms using an AI-built comparison matrix (Salesforce, Zoho, HubSpot)
  3. Prompt GPT to write a “Why CRM?” explainer for a business owner or manager
  4. Map how CRM impacts 3 business functions using AI-supported diagrams
  5. Use GPT to identify key customer pain points a CRM would help solve
  1. Use GPT to create a marketing KPI glossary tailored to a business type
  2. Build a calculator in Excel or Google Sheets (auto-filled via GPT) for CAC/ROI
  3. Ask GPT to interpret a marketing report — “What worked best this quarter?”
  4. Create a “KPI dashboard” structure for a campaign using Canva + GPT content
  5. Train GPT to detect missing KPIs in a sample report and recommend additions
  1. Use GPT to write a short case study on how CRM improved business performance
  2. Map a manual customer journey → AI-enhanced CRM version (with automation)
  3. Generate prompts for Salesforce Copilot to automate follow-ups
  4. Compare human vs. AI scoring of leads based on CRM data
  5. Visualize CRM benefits using GPT-generated infographic copy
  1. Set up a Salesforce dashboard and ask Einstein to summarize pipeline status
  2. Create a new object in Salesforce for tracking campaigns (guided by GPT)
  3. Use GPT to create a test user journey across Sales Cloud
  4. Record a short Loom video showing AI suggestions in action
  5. Build a “CRM command center” for a mock company, using real CRM records
  1. Use Einstein GPT to generate and analyze 3 report types (pipeline, churn, segment growth)
  2. Create automated flows for lead nurturing (e.g., if no response in 48h → trigger email)
  3. Write Salesforce validation rules with GPT assistance
  4. Use GPT to troubleshoot broken automations or rule logic
  5. Build and export a full CRM configuration package with AI-written user guide
  1. Use GPT to simulate a CRM implementation pitch: compare tools, build ROI case
  2. Design a marketing segmentation strategy using CRM + AI-based triggers
  3. Build a dashboard from exported CRM data (Excel or Power BI) — GPT helps write insights
  4. Prompt GPT to analyze Salesforce case studies and extract winning tactics
  5. Record a 3-minute video presenting an AI-powered CRM solution to execs