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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