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Automating CRM and Outreach using AI

Activities based AI Micro session with measurable outcomes.

Course Start Date: TBD

After completing this micro session, participants will be able to automate CRM operations and sales outreach using AI, enabling smarter follow-ups, personalized communication, and higher conversion rates without increasing manual effort.

Micro Session on Automating CRM and Outreach using AI


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Bite-Sized Learning, Maximum Impact

Learn to use Generative AI tools for smart lead generation, personalized outreach, and automated sales growth.

 
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100% Practical & Hands-On

No boring theory. Every session includes real tools, real prompts, real workflows, real AI agents, giving you skills you can use the same day.

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AI evolves every week. Micro-learning ensures you stay updated with latest tools, frameworks, and use-cases without wasting time on outdated content.

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Overview | Sesssion Options | Session Structure | Certificate | Why Microsession on Automating CRM and Outreach using AI | FAQ's | Get In Touch

Automating CRM and Outreach using AI Micro Session Overview

This practical micro session helps participants automate CRM operations and outreach processes using AI. Designed for sales professionals, CRM admins, founders, marketers, and business teams, the session focuses on reducing manual work, improving response rates, and driving consistent follow-ups.

Through guided demonstrations and hands-on exercises, participants will learn how to use AI for CRM data enrichment, lead nurturing, follow-up automation, personalized email and WhatsApp outreach, and performance tracking. By the end of the session, participants will have a ready-to-use AI-powered CRM and outreach workflow.

EarlyRise's Automating CRM and Outreach Using AI Key Features
  • AI-driven CRM automation frameworks
  • Hands-on outreach automation exercises
  • Real-world CRM and sales use cases
  • Ready-to-use prompts & outreach templates
  • Live demos and guided implementation
  • Real-world B2B, B2C & creator use cases
  • Outcome-focused, practical learning


Session Information
  • Session Date : TBD
  • Time : TBD
  • Duration : 4 Hours
  • Levels : Beginner
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Benefits for Participants:

skill Automate CRM data updates and lead management

skill Improve outreach personalization using AI

skill Reduce manual follow-up efforts

skill Increase response and conversion rates

skill Build scalable AI-driven CRM workflows

skill Walk away with a complete CRM & outreach automation system

Micro Session Participants Enrollment Options

Online Micro Session

1000
  • Learn in an instructor-led online Micro session class
  • One to one mentorship for doubt resolution
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Classroom Micro Session

1500
  • Classroom based Micro session
  • One to one mentorship for doubt resolution


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Corporate Session Customized Based On Your Requirements

Customized to your team's needs

  • Customized learning delivery model (self-paced and/or instructor-led)
  • Flexible pricing options
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Session Structure: Automating CRM and Outreach using AI

Understanding AI in CRM Systems

Key Learning Objective: Participants will understand how AI enhances CRM platforms by automating data entry, contact enrichment, activity logging, and relationship management, enabling cleaner data and smarter sales operations.

Hands-on: Live Demo: AI-assisted CRM workflow showing automated lead capture, enrichment, and activity updates.
CRM Data Quality & AI Enrichment

Key Learning Objective: Learn how AI cleans, enriches, and maintains CRM data by filling missing fields, detecting duplicates, and updating lead information automatically.

Hands-on: Use AI prompts to enrich and normalize CRM lead data for better segmentation and targeting.
Smart Lead Categorization Using AI

Key Learning Objective: Participants will learn how AI segments leads based on behavior, engagement, demographics, and intent signals to improve prioritization.

Hands-on: Create AI-based lead categories (hot, warm, cold) using engagement data and behavioral cues.
AI-Driven Follow-Up Prioritization

Key Learning Objective: Understand how AI identifies follow-up gaps, missed opportunities, and high-potential leads requiring immediate action.

Hands-on: Build an AI-assisted follow-up priority list from a sample CRM pipeline.
AI-Generated Personalized Outreach Messages

Key Learning Objective: Learn how AI creates personalized email, LinkedIn, and WhatsApp outreach messages based on lead context, past interactions, and intent.

Hands-on: Generate personalized outreach messages for three different lead personas.
Multi-Step Outreach Sequences

Key Learning Objective: Participants will learn to design AI-powered outreach sequences that adapt messaging based on lead responses and engagement.

Hands-on: Live Demo: AI-driven email and WhatsApp follow-up sequence creation.
AI-Assisted CRM Workflow Automation

Key Learning Objective: Understand how to automate repetitive CRM tasks such as reminders, task creation, deal updates, and follow-ups using AI.

Hands-on: Design a 5-step AI-powered CRM automation workflow.
Tracking Outreach Performance Using AI

Key Learning Objective: Learn how AI analyzes open rates, replies, conversions, and engagement trends to improve outreach effectiveness.

Hands-on: AI-generated outreach performance insights and optimization recommendations.
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Micro Session Module

Estimated Course Duration

4 Hours

Learners Commitment

4 Hours

Course Structure

TOOLS TO COVER

chat gpt
Gong AI
Outreach AI
zoho-crm


certificate

Micro Crediential Certificate From EarlyRise

Upon successful completion of the course, participants will receive a certificate from EarlyRise. This certificate is widely recognized and signifies that the holder has acquired specialized skills and knowledge Automating CRM and Outreach using AI.

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Micro Session Fee and Payment Method

Program Fee : Rs. 1000 + 18% GST = Rs. 1180

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Candidates can pay the program fee through Netbanking, Credit/Debit cards, Cheque or DD

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Why learn AI Requirements from EarlyRise?

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Learn from experts active in their field

Leading industry professionals who bring current best practices and case studies to sessions that fit into your work schedule.

Nominal Course Fee

Our Course fees are very nominal and competitive. We provide Scholarship up to 50% time to time for eligible candidates.

FAQ's

This session is ideal for Sales professionals, CRM admins, founders, marketers, business development teams, and students interested in AI-driven automation.

No prior experience is required. The session is designed for beginners and working professionals.

You will be able to automate CRM operations, personalize outreach, and manage follow-ups using AI confidently.

It is 100% practical. You will work on live exercises and real tools.

Yes. You will receive reusable AI prompts, CRM automation templates, and outreach frameworks.

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Automating CRM and Outreach using AI Micro Session

  • Participants learn how AI automates repetitive CRM tasks such as data entry, contact updates, follow-up reminders, and activity logging. This significantly reduces manual workload, allowing sales and business teams to focus more on relationship building and closing deals.
  • The course teaches how AI generates personalized emails, messages, and follow-ups based on lead behavior, engagement history, and intent.
  • By using AI to identify the right lead, the right message, and the right timing, participants can improve open rates, reply rates, and conversions. AI-driven insights help sales teams engage prospects more effectively and close deals faster.
  • Participants learn how to design AI-powered multi-step outreach sequences that automatically adapt based on lead responses and engagement.
  • Learners walk away with reusable AI prompts, outreach templates, automation frameworks, and a complete end-to-end CRM workflow that can be immediately applied in real-world sales environments using popular CRM platforms.