Customer Data, Analytics, and Segmentation
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Customer Data, Analytics, and Segmentation
This course is part of multiple programs.
Instructor: Microsoft
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Skills you'll gain
- Analytics
- Microsoft Copilot
- Data Cleansing
- Data Maintenance
- Sales Strategy
- Customer Insights
- Data Integrity
- Personally Identifiable Information
- Data Quality
- AI Personalization
- Advanced Analytics
- Customer Engagement
- Sales
- Prospecting and Qualification
- Sales Prospecting
- Customer Analysis
- Sales Management
- Personalized Service
- Sales Enablement
- Customer Data Management
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10 assignments
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There are 3 modules in this course
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.
Required Course Materials: A Copilot license is required to complete this course. If you donβt have a Microsoft 365 Personal or Family license, you can start a free 30-day trial using the link provided in the course.
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 Microsoftβs Copilot for Sales website. Thank you for your understanding and enjoy the course!
What's included
4 videos4 readings3 assignments
4 videosβ’Total 22 minutes
- Customer Data: The Foundation of Copilot's Intelligenceβ’5 minutes
- Connecting and Enriching Customer Profilesβ’6 minutes
- Analyzing Customer Behavior and Preferencesβ’6 minutes
- Elevating Sales With Customer Insights: A Copilot Sales Training Tutorialβ’4 minutes
4 readingsβ’Total 40 minutes
- Getting Started with Microsoft Copilotβ’10 minutes
- Your Data-Driven Sales Copilotβ’12 minutes
- Tailoring Your Sales Pitch With Copilotβ’10 minutes
- Nurturing Customer Relationships With Copilot for Salesβ’8 minutes
3 assignmentsβ’Total 40 minutes
- Practice Quiz: The Power of Customer Data in Copilotβ’10 minutes
- Practice Quiz: Personalizing Sales Interactionsβ’10 minutes
- Module Graded Quiz: A Copilot Sales Communication Challengeβ’20 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 Microsoftβs Copilot for Sales website. Thank you for your understanding and enjoy the course!
What's included
6 videos2 readings3 assignments
6 videosβ’Total 30 minutes
- Lead Scoring and Prioritization With Copilotβ’5 minutes
- Predicting Customer Churn With Copilotβ’5 minutes
- Uncovering Cross-Selling and Upselling Opportunitiesβ’3 minutes
- Tracking Key Sales Metrics With Copilotβ’6 minutes
- Analyzing Sales Performance Data With Copilotβ’5 minutes
- Optimizing Sales Strategies Based on Copilot Insightsβ’6 minutes
2 readingsβ’Total 12 minutes
- Cross-sellingβ’6 minutes
- Analytics in Salesβ’6 minutes
3 assignmentsβ’Total 45 minutes
- Practice Quiz: Identifying Sales Opportunities With Copilotβ’9 minutes
- Practice Quiz: Measuring and Improving Sales Performanceβ’6 minutes
- Module Graded Quiz: Harnessing Copilot's Powerful Data Analyticsβ’30 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 Microsoftβs Copilot for Sales website. Thank you for your understanding and enjoy the course!
What's included
6 videos4 readings4 assignments
6 videosβ’Total 38 minutes
- Data Cleansing and Deduplication With Copilotβ’3 minutes
- Automating Data Entry and Updatesβ’5 minutes
- Ensuring Data Privacy and Securityβ’8 minutes
- Seamless Integration With Dynamics 365 and Salesforceβ’6 minutes
- Building a Unified Customer Data Platform With Copilotβ’7 minutes
- Hands-On Activity: Data-Driven Decision-Makingβ’9 minutes
4 readingsβ’Total 61 minutes
- Copilot Privacy and Securityβ’6 minutes
- How Copilot for Service and Copilot for Sales Work Togetherβ’10 minutes
- Creating AI Plugins for Copilotβ’15 minutes
- Hands-On Activity: Data-Driven Decision-Makingβ’30 minutes
4 assignmentsβ’Total 81 minutes
- Practice Quiz: Copilot Data Managementβ’9 minutes
- Practice Quiz: Integrating Copilot With Your CRM and Other Systemsβ’12 minutes
- Module Graded Quiz: Advanced Customer Data Managementβ’30 minutes
- End-of-Course Graded Quizβ’30 minutes
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