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Getting Ahead With AI-Driven CRM Tools

Free Forvis CPE

March 20 @ 11:00 am 12:00 pm EDT

Free 1 CPE credit

Artificial intelligence (AI) is transforming sales and business development by providing smarter insights, predicting outcomes, and helping drive efficiency. This informative webinar will explore how leading CRM platforms Microsoft Dynamics 365 and Salesforce are incorporating AI throughout the customer life cycle.

Whether you’re looking to leverage AI with Microsoft Dynamics 365 Sales Copilot or Salesforce Einstein, this webinar will explore the AI-driven CRM tools modern teams need to help close more deals faster.

Learning Objectives

Upon completion of this program, participants will be able to: 

  • Describe how AI is enhancing major CRM platforms like Microsoft Dynamics 365 Sales and Salesforce with features like predictive lead scoring, intelligent recommendations, and automated data capture.
  • Discuss how AI can provide sales and business development teams with more accurate forecasts, suggested cross-sells and upsells, draft emails and social posts, and next-step recommendations for complex sales cycles.
  • Define how AI capabilities in Dynamics 365 Sales and Salesforce can save time on administrative tasks, provide smarter insights from client data, and support more personalized, relevant customer experiences.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Communications and Marketing field of study may be awarded upon verification of participant attendance, during live broadcast.

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