Agenda:
1. What is CRM
2. Contact Management
3. Leads and Opportunities
4. Products and Services
5. Quotes and Orders

Using AI in Sales and Marketing with Microsoft CRM

The Current Landscape of Sales and Marketing

• Traditional methods vs. AI-driven approaches
• Why adopting AI tools is essential for competitive advantage

Introduction to Microsoft CRM for Sales and Marketing

• Overview of Microsoft Dynamics 365 CRM features relevant to Sales and Marketing
• Importance of CRM in implementing AI strategies

AI in Lead Generation and Customer Segmentation

• How AI can help in identifying and segmenting potential leads
• Demo: Using Microsoft CRM for automated lead scoring and segmentation

AI in Customer Journey Mapping

• Discussion on how AI can track and analyze customer touchpoints
• How Microsoft CRM integrates AI in mapping customer journeys

AI in Content Personalization and Marketing Campaigns

• Importance of personalized content for increased engagement
• Demo: Using Microsoft CRM’s AI capabilities to tailor marketing campaigns

Sales Forecasting with AI

• Utilizing AI algorithms for predicting sales trends and customer behaviors
• How Microsoft CRM aids in accurate sales forecasting through AI

Webinar Agenda:
1. Everything works together in the Cloud in 2023
2. The 5 screens at the heart of the CRM (Accounts, Contacts, Opportunities, Activities, and
your Dashboards).
3. Work anywhere (Mobile, out of Outlook)
4. Core CRM reporting for both reps and sales managers
5. Advanced Reporting
• Analytics from Power BI
• Sales Forecasting using Artificial Intelligence (AI)
6. Microsoft 2023 Pricing

Introduction

Welcome and context-setting for modern marketing in the digital era.

A snapshot of how marketing has evolved with digital advancements.

The Digital Age Consumer

Profiling the modern consumer: behaviors, preferences, and expectations.

The significance of digital touchpoints in influencing buying decisions.

Emerging Marketing Trends

The rise of content marketing and its importance in storytelling.

Data analytics and AI-driven marketing decisions.

The resurgence of email marketing with personalization and automation.

1. Introduction
   • The evolution from traditional sales methods to the digital revolution
2. Defining Sales 2.0
   • What is Sales 2.0 and how does it differ from traditional sales?
   • Key components and tools under the Sales 2.0 umbrella
3. The Digital Consumer
   • Understanding today’s tech-savvy buyer
   • Changing expectations and behaviors in the digital era
4. Technological Drivers of Sales 2.0
   • CRM systems, AI, and predictive analytics
   • The role of social media and online communities in shaping modern sales
   • Mobile and cloud technologies empowering sales teams
5. Strategy Overhaul: Embracing the Digital Approach
   • Integrating digital tools into the sales process
   • Importance of data-driven decision-making
   • Cultivating a digital mindset among sales teams
6. Benefits of Adopting Sales 2.0
   • Improved customer insights and personalization
   • Efficient lead generation and faster conversion rates
   • Enhanced team collaboration and remote selling capabilities
7. Challenges & Solutions
   • Addressing common obstacles faced during the transition to Sales 2.0
   • Proven strategies to overcome resistance, build skills, and optimize digital tools

Agenda:
· Contact Management
· Pipeline Management
· Configuring the screens
· Dashboard and Reports

Agenda:
· Contact Management
· Pipeline Management
· Configuring the screens
· Dashboard and Reports

Introduction

• Brief on the Evolution of Marketing Strategies

Breaking the Convention

• Importance of Thinking Outside the Box in Marketing
• Introduction to Unconventional Marketing Hacks

Marketing Hacks Deep Dive

• Unpacking Innovative Marketing Hacks
• Case Studies: Success from Unconventional Marketing Tactics

Practical Applications

• Demonstration: Implementing Unconventional Marketing Hacks
• Best Practices for Unconventional Marketing Strategy Implementation

Interactive Session

• Hands-On Exercise: Developing Your Own Marketing Hacks

Conclusion

• Recap of Key Takeaways
• Q&A Session

Agenda:
1. What is CRM
2. Contact Management
3. Leads and Opportunities
4. Products and Services
5. Quotes and Orders