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