AI in CRM

Course overview

This training covers AI in CRM from the system's perspective: the data model as a foundation, built-in AI functions in Salesforce, HubSpot, and Pipedrive, as well as data quality. Your competencies Define and expand fields in the CRM data model for AI functions Evaluate summaries and suggestions from AI in CRM Measure data quality in CRM and establish maintenance rules Design field descriptions for users with ChatGPT or Claude Data model as a foundation for AI in CRM Fields and activities that evaluate AI functions Mandatory fields for actionable AI suggestions Duplicates and gaps as sources of error AI functions in CRM Activation and configuration of AI assistants in CRM Automatic summaries of emails and appointments Limits and control of AI in CRM Application in professional everyday life Translate sales wishes into field requirements for AI in CRM Randomly check AI summaries of customer contacts Create data quality reports and initiate clean-ups Professional fields of application CRM Administration Sales Operations with responsibility for AI in CRM Sales strategy, on the other hand, addresses the offering "Digital Sales & CRM Professional - Sales Strategy, Multichannel Acquisition, Account Management & Data-Driven Sales Controlling with AI", while AI forecasting covers the offering "Deepening AI in Sales: CRM Systems, Data-Driven Sales Operations & Automation - IT Specialist for Artificial Intelligence".

Upcoming dates

• 2026-10-29T23:00:00.000Z · 2027-04-16T22:00:00.000Z · Virtuelles Klassenzimmer
• 2026-10-29T23:00:00.000Z · 2027-01-22T23:00:00.000Z · Virtuelles Klassenzimmer
• 2026-11-29T23:00:00.000Z · 2027-05-15T22:00:00.000Z · Virtuelles Klassenzimmer
• 2026-11-29T23:00:00.000Z · 2027-02-22T23:00:00.000Z · Virtuelles Klassenzimmer