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In diesem Kurs gibt es 1 Modul
Automate CRM Nudges is an intermediate, hands-on course for professionals who want to reduce churn and improve reply rates through smarter CRM automation. Rather than relying on fixed schedules, you will learn how to design workflows that respond to real customer behavior using AI-predicted health signals and engagement data.
Throughout the course, you will build practical skills to configure health-based triggers, design three-touch CRM sequences, and apply clear entry and exit logic so automation feels timely, relevant, and human. You will also learn how to analyze 30-day engagement funnels, interpret stage-level drop-offs, and make focused improvements such as refining subject lines, shortening copy, and adjusting timing to raise reply rates. By the end of the course, you will be able to confidently design, validate, and optimize CRM workflows that prevent churn and improve customer engagement.
This course is designed for learners who already have experience working with a CRM platform and are familiar with basic email campaigns, workflows, and engagement metrics. Prior hands-on exposure to CRM tools will help you apply the concepts quickly and get the most value from the activities.
Automate CRM Nudges is an intermediate, hands-on course for professionals who want to reduce churn and improve reply rates through smarter CRM automation. Rather than relying on fixed schedules, you will learn how to design workflows that respond to real customer behavior using AI-predicted health signals and engagement data.
Throughout the course, you will build practical skills to configure health-based triggers, design three-touch CRM sequences, and apply clear entry and exit logic so automation feels timely, relevant, and human. You will also learn how to analyze 30-day engagement funnels, interpret stage-level drop-offs, and make focused improvements such as refining subject lines, shortening copy, and adjusting timing to raise reply rates. By the end of the course, you will be able to confidently design, validate, and optimize CRM workflows that prevent churn and improve customer engagement.
This course is designed for learners who already have experience working with a CRM platform and are familiar with basic email campaigns, workflows, and engagement metrics. Prior hands-on exposure to CRM tools will help you apply the concepts quickly and get the most value from the activities.
Das ist alles enthalten
6 Videos3 Lektüren4 Aufgaben
Infos zu Modulinhalt anzeigen
6 Videos•Insgesamt 30 Minuten
Introduction to Automate CRM Nudges •4 Minuten
Designing the Right Trigger and Entry Logic•5 Minuten
Structuring a Three-Touch CRM Sequence•5 Minuten
Using Engagement Data to Improve Reply Rates•7 Minuten
Improving Email Performance with Small Changes•5 Minuten
Congratulations and Continuous Learning Journey•3 Minuten
3 Lektüren•Insgesamt 24 Minuten
Understanding AI Health Scores and Churn Signals•8 Minuten
Reading the 30-Day CRM Engagement Funnel•8 Minuten
Diagnosing a Stage-2 Reply Rate Decline•8 Minuten
4 Aufgaben•Insgesamt 60 Minuten
Graded Assessment: Reply Rate Diagnosis and Optimization Practice Quiz•20 Minuten
Hands-on Learning: Build a Health-Based CRM Workflow•15 Minuten
Practice Quiz: Designing Safe and Effective Health-Based CRM Workflows•10 Minuten
Hands-on Learning: Fix the 25 Percent Drop at Email Two•15 Minuten
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