Skip to product information

Customer Relationship Management through AI

Venue
Date
Training Course
£4,500.00
Choose your own preferred Date or Venue or Contact Us for more details

 Total Duration:

  • Regular: 5 Days × 4 Hours = 20 CPD Hours or
  • Intensive: 2.5 Days x 8 Hours = 20 CPD Hours
  • Delivery Format: In-person
  • Target Group: Mid to Senior level managers, team leads, HR professionals, project managers
  • Assessment: Active participation, group activities, capstone project
  • Certificate: CPD Certificate with learning outcomes and hours

Training Course Outline: Customer Relationship Management through AI

Overview

  • Explore how Artificial Intelligence is revolutionising Customer Relationship Management (CRM) by automating processes, personalising customer interactions, and enabling predictive analytics.
  • Understand the integration of AI tools such as chatbots, sentiment analysis, and machine learning within CRM systems to enhance customer engagement and retention.
  • Equip participants with practical skills to implement AI-driven CRM strategies that drive business growth and competitive advantage in a digital economy.

Learning Objectives

  • Grasp fundamental AI concepts and their application in modern CRM systems.
  • Develop proficiency in AI-powered customer service tools, including chatbots and virtual assistants.
  • Analyse customer behaviour using predictive analytics to forecast trends and reduce churn.
  • Design personalised marketing and sales strategies leveraging AI insights.
  • Understand best practices for integrating AI into existing CRM platforms while ensuring data security and compliance.
  • Evaluate the impact of AI on organisational CRM processes and customer experience.

Training Methodology

  • Interactive lectures combining theory with real-world AI CRM case studies.
  • Hands-on workshops using AI CRM software simulations and chatbot configuration exercises.
  • Group discussions and role-playing to practice AI-enhanced customer engagement scenarios.
  • Data analysis labs focusing on predictive analytics and customer segmentation.
  • Continuous assessment through quizzes, practical assignments, and a capstone project applying AI to a CRM challenge.
  • Access to curated reading materials and AI CRM platform tutorials for self-paced learning.

Organisational and Personal Impact

  • Organisations will gain:
  • Enhanced customer insights leading to improved satisfaction and loyalty.
  • Streamlined CRM operations reducing manual workload and errors.
  • Increased sales efficiency through AI-driven lead scoring and forecasting.
  • Competitive differentiation by adopting cutting-edge AI CRM technologies.
  • Participants will:
  • Acquire in-demand AI CRM skills applicable across sales, marketing, and customer service roles.
  • Improve decision-making with data-driven customer analytics.
  • Boost career prospects by leading AI initiatives within their organisations.
  • Develop a customer-centric mindset enhanced by AI capabilities.

Target Audience

  • CRM managers and customer service leaders aiming to innovate CRM practices.
  • Sales and marketing professionals seeking to leverage AI for personalised customer engagement.
  • IT specialists and data analysts responsible for CRM system integration and optimisation.
  • Business strategists and product managers interested in AI-driven customer insights.
  • Professionals new to AI in CRM looking for foundational and practical knowledge.

Course Outline

Day 1: Introduction to AI in CRM

  • Evolution of CRM: From traditional to AI-powered systems
  • Key AI technologies transforming CRM: machine learning, NLP, chatbots
  • Overview of AI CRM platforms and tools

Day 2: AI-Powered Customer Service and Engagement

  • Implementing chatbots and virtual assistants
  • Automating routine customer interactions
  • Enhancing customer experience with AI personalisation

Day 3: Predictive Analytics and Customer Behaviour

  • Using AI to forecast customer needs and trends
  • Predictive lead scoring and churn analysis
  • Case studies on AI-driven marketing campaigns

Day 4: Integrating AI into CRM Systems

  • Best practices for AI integration without disrupting operations
  • Data security, privacy, and compliance in AI CRM
  • Measuring AI impact: analytics and KPIs

Day 5: Strategic Application and Future Trends

  • Designing AI-enhanced CRM strategies for business growth
  • Managing organisational change and AI adoption challenges
  • Emerging AI trends shaping the future of CRM
  • Capstone project presentations and course wrap-up

Conclusion

  • AI is no longer optional but essential for modern CRM excellence, enabling businesses to deliver personalised, efficient, and predictive customer experiences.
  • This course empowers professionals to harness AI technologies to transform CRM processes, drive customer loyalty, and achieve measurable business impact.
  • Graduates will be equipped to lead AI-driven CRM initiatives, positioning their organisations at the forefront of customer relationship innovation in an increasingly digital marketplace.
  • Embrace AI in CRM today to unlock new growth opportunities and build lasting customer relationships.

Courses Categories

You may also like