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Intermediate
2.5 hours
AI-Powered CRM & Pipeline Management
Your CRM is only as valuable as the data in it and the insights you extract. AI transforms CRM from a data entry system into a genuine decision engine. This module covers the full stack of AI-powered pipeline management.
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Key Topics Covered:
CRMSalesforceDeal Scoring
Curriculum
Lesson 1
The AI-Augmented CRM: What is Possible Now
20 min
Lesson 2
Automated Data Entry and Enrichment: Eliminating Manual Work
25 min
Lesson 3
Deal Health Scoring: Predicting Which Deals Will Close
30 min
Lesson 4
Salesforce Einstein and HubSpot AI: Practical Setup and Use
35 min
Lesson 5
AI-Powered Revenue Forecasting for Sales Leaders
25 min