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Sales & CRM

AI for CRM

Use AI to get more from your CRM. Set up contacts, companies and deals the right way, clean and enrich data, manage your pipeline, write activity notes, automate follow-ups and turn CRM data into clear reports.

15 lessons

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Mastering CRM Setup and AI Data Automation

English ยท 21:31

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Course Content

15 lessons

Unit 1 ยท CRM Basics
1

What a CRM Is

Learn the five building blocks of every CRM: contacts, companies, deals, acti...

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Unit 2 ยท Clean Data & Pipeline
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Unit 3 ยท Automation & Insights
10

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Capstone
15

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