CRM, AI And Sales Technology For Virtual Selling

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CRM, AI And Sales Technology For Virtual Selling

This course is part of Virtual Selling: Build Trust And Close More Deals Online Specialization

Instructor: The Expert Academy

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4 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Use CRM systems to support customer engagement and pipeline management processes.
Apply AI tools to improve sales communication, productivity and workflow efficiency.
Use automation strategies to support digital prospecting and outreach activities.
Analyse digital sales workflows to improve virtual selling performance and organisation.

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Build your subject-matter expertise

This course is part of the Virtual Selling: Build Trust And Close More Deals Online Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 4 modules in this course

This course explores the technologies that support modern virtual selling, including CRM systems, growth-focused sales tools, artificial intelligence and ChatGPT. Learners will discover how to improve productivity, automate workflows, strengthen customer engagement and make more informed sales decisions using modern digital technologies.

In this module, you’ll explore how CRM systems support customer engagement, relationship management and pipeline visibility within virtual selling environments. You’ll examine how structured customer data, communication tracking and workflow management improve responsiveness and commercial performance across remote sales activities. By the end of the module, you’ll be able to use CRM strategies more effectively to strengthen customer relationships and virtual sales organisation.

What's included

19 videos15 readings2 assignments

19 videosTotal 100 minutes

Introduction3 minutes
What It Is And What It Isn't3 minutes
Why It's So Important And How So Many Businesses Get It Wrong8 minutes
The 7 Key Ingredients Of Maximising Your Customer Relationships5 minutes
Introducing The MCR Model4 minutes
How Do Your Relationships 'Measure Up'?2 minutes
Review And Refocus Your Approach To Customers14 minutes
Developing Your Plan1 minute
Do You Really Know Your Customers?9 minutes
How To Get To Know Them: Some Simple Steps6 minutes
Establish Ties That Bind2 minutes
Get Personal7 minutes
Create Dialogue Not Diatribes12 minutes
Educate Your Customers And Add Value5 minutes
Maximise Opportunities: Your Options1 minute
Getting Them To Spend More6 minutes
Customers As An Extra Resource6 minutes
Maximising Your Customer Relationships: Develop Your Plan Of Action4 minutes
Your Next Steps1 minute

15 readingsTotal 150 minutes

Lesson Description: Adopt Proven CRM Strategies To Boost Sales And Loyalty10 minutes
Toolkit 1. 12 Mistakes Assessment Toolkit10 minutes
Toolkit 2. 7 Key Ingredients Of MCR Toolkit15 minutes
Toolkit 3. Measure Your Relationships Toolkit10 minutes
Toolkit 4. The 10 D's E-Book10 minutes
Toolkit 5. 'How Well Do You Know Your Customers?' Assessment Tool10 minutes
Toolkit 6. How To Find Out What Your Customers Think Toolkit10 minutes
Toolkit 7. 'Are You Giving The Best To' Assessment Tool10 minutes
Toolkit 8. Get Personal 3D Ideas Toolkit5 minutes
Toolkit 9. Create Dialogue 3D Ideas Toolkit10 minutes
Toolkit 10. Educate And Add Value Toolkit10 minutes
Toolkit 11. Get Customers To Spend More Toolkit10 minutes
Toolkit 12. Customers As An Extra Resource Toolkit10 minutes
Toolkit 13. MCR 3D Action Plan10 minutes
Project: Develop Your Maximising Customer Relationships (MCR) Plan10 minutes

2 assignmentsTotal 40 minutes

Applying CRM Strategies To Strengthen Customer Relationships10 minutes
CRM Strategies And Customer Relationship Management Knowledge Check30 minutes

In this module, you’ll explore growth-oriented sales strategies that support scalable prospecting, outreach and digital engagement activities. You’ll examine how experimentation, digital channels and performance analysis contribute to revenue growth within modern virtual selling environments. By the end of the module, you’ll be able to apply growth-focused sales strategies more effectively across digital and remote sales activities.

What's included

6 videos3 readings2 assignments

6 videosTotal 36 minutes

Sales Roles Evolution: From Account Manager To Growth Hacker10 minutes
Sales And Customer Success Integration5 minutes
Sales Growth Hacking: Innovative Tactics For Revenue5 minutes
The Brand Evangelist's Role In Sales5 minutes
Customer Analytics: A Tool For Sales Success5 minutes
Future Sales Trends: Focus On Customer-Centricity And Data6 minutes

3 readingsTotal 30 minutes

Lesson Descriptions: Redefine Your Sales Roles With Growth Hacking Strategies To Maximise Revenue10 minutes
Worksheets: Growth Hacking Strategies For Digital Sales10 minutes
Project: Redefining Sales For Customer-Centric Growth10 minutes

2 assignmentsTotal 60 minutes

Applying Growth Hacking Strategies To Increase Sales Performance30 minutes
Growth Hacking And Revenue Growth Knowledge Check30 minutes

In this module, you’ll explore how AI tools support productivity, automation and workflow efficiency across modern business environments. You’ll examine practical applications of artificial intelligence that improve communication, analysis and operational effectiveness within virtual selling and remote working environments. By the end of the module, you’ll be able to identify opportunities to use AI tools more effectively within digital sales processes and business operations.

What's included

6 videos3 readings2 assignments

6 videosTotal 40 minutes

Introduction To AI For Business10 minutes
Getting Started: Integrating AI Into Your Business6 minutes
AI Essentials For Automating Your Daily Workflows6 minutes
AI For HR: Simplifying People Management6 minutes
Streamlining Finance And Operations With AI5 minutes
AI For Sales, Marketing And Leadership6 minutes

3 readingsTotal 30 minutes

Lesson Description: Leveraging AI For All Your Business Needs10 minutes
Worksheets: Exploring AI Opportunities Within Business Operations10 minutes
Project: Designing An AI Integration Roadmap For Your Business 10 minutes

2 assignmentsTotal 60 minutes

Applying AI Tools To Improve Workflow Efficiency30 minutes
AI In Business Knowledge Check30 minutes

In this module, you’ll explore how prompt engineering and AI-assisted communication tools improve productivity, preparation, and workflow efficiency within virtual business environments. You’ll examine how ChatGPT supports communication, research, content creation, and task management across remote working and digital sales activities. By the end of the module, you’ll be able to use AI-assisted communication tools more effectively to improve efficiency and support virtual collaboration.

What's included

6 videos3 readings2 assignments

6 videosTotal 42 minutes

AI In Business: Understanding ChatGPT’s Role11 minutes
Enhancing Business Communication With ChatGPT 8 minutes
Boosting Productivity And Efficiency With ChatGPT5 minutes
Time Management And Task Prioritisation With ChatGPT 6 minutes
Maximising ChatGPT As A Virtual Business Assistant 5 minutes
Using ChatGPT For Research And Information Gathering7 minutes

3 readingsTotal 30 minutes

Lesson Descriptions: Use ChatGPT And Effective Prompts To Increase Your Efficiency10 minutes
Worksheets: Using ChatGPT To Improve Productivity And Communication10 minutes
Project: Design Your AI-Powered Virtual Business Assistant With ChatGPT 10 minutes

2 assignmentsTotal 60 minutes

Creating AI-Assisted Communication And Productivity Workflows30 minutes
ChatGPT And Prompt Engineering Knowledge Check30 minutes

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Instructor

The Expert Academy

12 Courses867 learners

Offered by

The Expert Academy

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Frequently asked questions

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