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There is 1 module in this course
Automate CRM Nudges is an intermediate, hands-on course for professionals who want to reduce churn and improve reply rates through smarter CRM automation. Rather than relying on fixed schedules, you will learn how to design workflows that respond to real customer behavior using AI-predicted health signals and engagement data.
Throughout the course, you will build practical skills to configure health-based triggers, design three-touch CRM sequences, and apply clear entry and exit logic so automation feels timely, relevant, and human. You will also learn how to analyze 30-day engagement funnels, interpret stage-level drop-offs, and make focused improvements such as refining subject lines, shortening copy, and adjusting timing to raise reply rates. By the end of the course, you will be able to confidently design, validate, and optimize CRM workflows that prevent churn and improve customer engagement.
This course is designed for learners who already have experience working with a CRM platform and are familiar with basic email campaigns, workflows, and engagement metrics. Prior hands-on exposure to CRM tools will help you apply the concepts quickly and get the most value from the activities.
Automate CRM Nudges is an intermediate, hands-on course for professionals who want to reduce churn and improve reply rates through smarter CRM automation. Rather than relying on fixed schedules, you will learn how to design workflows that respond to real customer behavior using AI-predicted health signals and engagement data.
Throughout the course, you will build practical skills to configure health-based triggers, design three-touch CRM sequences, and apply clear entry and exit logic so automation feels timely, relevant, and human. You will also learn how to analyze 30-day engagement funnels, interpret stage-level drop-offs, and make focused improvements such as refining subject lines, shortening copy, and adjusting timing to raise reply rates. By the end of the course, you will be able to confidently design, validate, and optimize CRM workflows that prevent churn and improve customer engagement.
This course is designed for learners who already have experience working with a CRM platform and are familiar with basic email campaigns, workflows, and engagement metrics. Prior hands-on exposure to CRM tools will help you apply the concepts quickly and get the most value from the activities.
What's included
6 videos3 readings4 assignments
Show info about module content
6 videos•Total 30 minutes
Introduction to Automate CRM Nudges •4 minutes
Designing the Right Trigger and Entry Logic•5 minutes
Structuring a Three-Touch CRM Sequence•5 minutes
Using Engagement Data to Improve Reply Rates•7 minutes
Improving Email Performance with Small Changes•5 minutes
Congratulations and Continuous Learning Journey•3 minutes
3 readings•Total 24 minutes
Understanding AI Health Scores and Churn Signals•8 minutes
Reading the 30-Day CRM Engagement Funnel•8 minutes
Diagnosing a Stage-2 Reply Rate Decline•8 minutes
4 assignments•Total 60 minutes
Graded Assessment: Reply Rate Diagnosis and Optimization Practice Quiz•20 minutes
Hands-on Learning: Build a Health-Based CRM Workflow•15 minutes
Practice Quiz: Designing Safe and Effective Health-Based CRM Workflows•10 minutes
Hands-on Learning: Fix the 25 Percent Drop at Email Two•15 minutes
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When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Is financial aid available?
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