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Customer Data, Analytics, and Segmentation

Ce cours n'est pas disponible en Français (France)

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Customer Data, Analytics, and Segmentation

Ce cours fait partie de plusieurs programmes.

Instructeur : Microsoft

Inclus avec

3 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

6 heures à compléter

Planning flexible

Apprenez à votre propre rythme

3 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

6 heures à compléter

Planning flexible

Apprenez à votre propre rythme

Compétences que vous acquerrez

Catégorie : Sales
Catégorie : Sales Enablement
Catégorie : Microsoft Copilot
Catégorie : Data Maintenance
Catégorie : AI Personalization
Catégorie : Analytics
Catégorie : Personalized Service
Catégorie : Data Integrity
Catégorie : Advanced Analytics
Catégorie : Customer Insights
Catégorie : Sales Prospecting
Catégorie : Sales Strategy
Catégorie : Data Cleansing
Catégorie : Customer Data Management
Catégorie : Sales Management
Catégorie : Data Quality
Catégorie : Prospecting and Qualification
Catégorie : Customer Engagement
Catégorie : Customer Analysis

Outils que vous découvrirez

Catégorie : Customer Relationship Management (CRM) Software

Détails à connaître

Certificat partageable

Ajouter à votre profil LinkedIn

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Il y a 3 modules dans ce cours

This course dives deep into Copilot's capabilities for leveraging customer data. You will explore connecting, enriching, and analyzing customer information to gain valuable insights into behaviors, preferences, and potential opportunities. You will learn how to personalize interactions, identify high-potential leads, and measure sales performance using Copilot's data-driven tools. This course is essential for sales professionals who want to harness the power of customer data to drive personalized engagement and maximize sales success.

Détails du module

This module delves into how Microsoft Copilot leverages customer data to revolutionize sales interactions. By exploring the power of integrated customer information, you will gain an understanding of how Copilot pulls data from multiple sources to drive personalized sales experiences and enhance overall engagement. Throughout this module, you will learn to connect and enrich customer profiles, creating a comprehensive, detailed view of individual customers. With Copilot's advanced analytics tools, you will also analyze customer behaviors and preferences to derive actionable insights, ultimately enabling data-driven sales strategies. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!

Inclus

4 vidéos4 lectures3 devoirs

4 vidéosTotal 22 minutes

Customer Data: The Foundation of Copilot's Intelligence5 minutes
Connecting and Enriching Customer Profiles6 minutes
Analyzing Customer Behavior and Preferences6 minutes
Elevating Sales With Customer Insights: A Copilot Sales Training Tutorial4 minutes

4 lecturesTotal 40 minutes

Getting Started with Microsoft Copilot10 minutes
Your Data-Driven Sales Copilot12 minutes
Tailoring Your Sales Pitch With Copilot10 minutes
Nurturing Customer Relationships With Copilot for Sales8 minutes

3 devoirsTotal 40 minutes

Module Graded Quiz: A Copilot Sales Communication Challenge20 minutes
Practice Quiz: The Power of Customer Data in Copilot10 minutes
Practice Quiz: Personalizing Sales Interactions10 minutes

This module focuses on using Microsoft Copilot's data-driven insights to enhance sales strategies and performance. You will learn how Copilot can identify high-potential leads, predict customer churn, and uncover cross-selling and upselling opportunities, prioritizing sales efforts for maximum impact. Additionally, this module will cover how to measure and improve sales performance by tracking key metrics and analyzing sales data. By the end of this module, you will have the skills to make data-informed decisions that optimize your sales strategies and drive revenue growth. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!

Inclus

6 vidéos2 lectures3 devoirs

6 vidéosTotal 30 minutes

Lead Scoring and Prioritization With Copilot5 minutes
Predicting Customer Churn With Copilot5 minutes
Uncovering Cross-Selling and Upselling Opportunities3 minutes
Tracking Key Sales Metrics With Copilot6 minutes
Analyzing Sales Performance Data With Copilot5 minutes
Optimizing Sales Strategies Based on Copilot Insights6 minutes

2 lecturesTotal 12 minutes

Cross-selling6 minutes
Analytics in Sales6 minutes

3 devoirsTotal 45 minutes

Module Graded Quiz: Harnessing Copilot's Powerful Data Analytics30 minutes
Practice Quiz: Identifying Sales Opportunities With Copilot9 minutes
Practice Quiz: Measuring and Improving Sales Performance6 minutes

In this module, you will focus on maintaining data quality and integrity while integrating Microsoft Copilot with existing CRM systems and other business tools. You will explore how to apply data cleansing and deduplication techniques, ensuring that your customer data is accurate, reliable, and up to date. Furthermore, the module will cover how to integrate Copilot seamlessly into your workflows, creating a unified platform for managing customer data and enhancing sales and service processes. By the end of this module, you will be able to streamline your operations by automating data updates, ensuring privacy and security, and building a more efficient and integrated system. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!

Inclus

6 vidéos4 lectures4 devoirs

6 vidéosTotal 38 minutes

Data Cleansing and Deduplication With Copilot3 minutes
Automating Data Entry and Updates5 minutes
Ensuring Data Privacy and Security8 minutes
Seamless Integration With Dynamics 365 and Salesforce6 minutes
Building a Unified Customer Data Platform With Copilot7 minutes
Hands-On Activity: Data-Driven Decision-Making9 minutes

4 lecturesTotal 61 minutes

Copilot Privacy and Security6 minutes
How Copilot for Service and Copilot for Sales Work Together10 minutes
Creating AI Plugins for Copilot15 minutes
Hands-On Activity: Data-Driven Decision-Making30 minutes

4 devoirsTotal 81 minutes

Module Graded Quiz: Advanced Customer Data Management30 minutes
End-of-Course Graded Quiz30 minutes
Practice Quiz: Copilot Data Management9 minutes
Practice Quiz: Integrating Copilot With Your CRM and Other Systems12 minutes

Obtenez un certificat professionnel

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