Training Module #3
Advanced AI Automations (Weeks 9-12)
🎯 Objective: Equip participants with advanced CRM administration expertise for long-term business success.
Week 9: AI Chatbots & Customer Engagement
Implementing AI chatbots for real-time customer interactions
Enhancing customer service through automated responses
AI-driven appointment scheduling & lead follow-up workflows
Week 10: CRM Compliance & Risk Management
Managing data privacy, security, and compliance policies
Implementing GDPR & CASL best practices for customer data
Week 11: AI-Driven Customer Retention & Loyalty Strategies
Setting up automated customer loyalty programs
Reputation management for Google and Facebook reviews leveraging AI to automate and manage
Week 12: Final Capstone Project & Certification
Participants complete a real-world CRM administration project
Demonstration of real-world CRM administration, automation workflows, and AI-powered marketing strategies, preparing participants for CRM-related job roles
Professional Certificate of Completion awarded upon successful completion
✅ Outcome: Participants will be job-ready CRM administrators, capable of managing, optimizing, and automating AI-powered CRM platforms.
Key Learning Objectives
Deploy AI agents for inbound call answering to improve customer service
Integrate AI chatbots with websites and CRM for real-time engagement
Automate reputation management with AI for Google/Facebook reviews
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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