Training Module #2
Marketing Automations (Weeks 5-8)
🎯 Objective: Apply AI and automation tools to improve customer communication, marketing, and sales processes.
Week 5: Marketing Automation & AI-Driven Customer Journeys
Using 3rd party integration tools like Zapier to streamline marketing and sales workflows within CRM
Understanding automation for lead nurturing & email marketing
Creating personalized campaigns with AI-driven segmentation
Managing automated SMS, email, and social media messaging
Week 6: Sales Process Automation
Automating sales tasks and follow-ups
Implementing lead scoring and qualification
Integrating with sales tools and platforms
Week 7: Paid Ad Campaign Integration & CRM Optimization
Connecting Google Ads & Facebook Ads to CRM
Tracking lead generation performance in CRM dashboards
Automating CRM-driven retargeting campaigns
Week 8: AI-Driven Sales Optimization & Conversion Tracking
Using AI to score leads & prioritize sales follow-ups
Automating post-sale customer engagement workflows
Setting up AI-based win-loss tracking & business insights
✅ Outcome: Participants will develop expertise in marketing automation, leveraging AI-driven workflows and CRM tools to drive measurable sales and customer engagement improvements.
Key Learning Objectives
Utilize 3rd party integration tools like Zapier to automate CRM workflows
Analyze CRM data to track key performance metrics
Optimize AI-powered communication tools such as chatbots & email automation
Ensure compliance & security best practices within CRM systems
Integrate AI-based automation for customer engagement & lead generation
Gain CRM Mastery
Gain mastery in CRM to streamline operations, enhance customer relationships, and drive business growth with smarter automation and AI-powered tools.
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