Pideya Learning Academy

AI-Powered Lead Generation and CRM Strategy

Upcoming Schedules

  • Schedule

Date Venue Duration Fee (USD)
21 Jul - 25 Jul 2025 Live Online 5 Day 3250
15 Sep - 19 Sep 2025 Live Online 5 Day 3250
06 Oct - 10 Oct 2025 Live Online 5 Day 3250
24 Nov - 28 Nov 2025 Live Online 5 Day 3250
20 Jan - 24 Jan 2025 Live Online 5 Day 3250
10 Mar - 14 Mar 2025 Live Online 5 Day 3250
14 Apr - 18 Apr 2025 Live Online 5 Day 3250
19 May - 23 May 2025 Live Online 5 Day 3250

Course Overview

In a world of rapidly evolving customer expectations and digital saturation, businesses are facing intense pressure to revolutionize the way they attract, convert, and retain clients. Traditional methods of lead generation and customer relationship management (CRM) are being outpaced by the need for real-time, data-driven engagement. This is where AI-Powered Lead Generation and CRM Strategy comes into play—a transformative training program by Pideya Learning Academy tailored to empower professionals with the strategic and technological know-how to succeed in the age of intelligent customer engagement.
Artificial Intelligence is no longer a futuristic concept but a proven business enabler. According to Salesforce, 84% of marketers reported using AI in 2023, with AI-driven lead generation contributing to a 50% increase in lead conversion rates and a 60% boost in customer satisfaction. Meanwhile, a McKinsey study revealed that companies utilizing AI personalization techniques achieve 5 to 8 times higher ROI on marketing spend and can increase sales by at least 10%. These figures highlight how AI is fundamentally reshaping the customer acquisition and retention landscape.
Through this course, Pideya Learning Academy introduces participants to the end-to-end journey of deploying AI to streamline lead generation, elevate CRM effectiveness, and ensure data-informed decision-making. Participants will explore how AI algorithms sift through massive data sets to detect buyer intent, score leads with unprecedented accuracy, and generate hyper-targeted outreach strategies. They will also gain insights into real-time customer segmentation, NLP-based sentiment analysis, and behavioral prediction models, which are now core to sustainable growth strategies in both B2B and B2C markets.
A core strength of this program is its comprehensive coverage of AI-powered lead scoring, behavioral segmentation, and intent prediction, which enables marketing and sales teams to focus their efforts on the highest-value opportunities. Participants will learn how to harness Natural Language Processing (NLP) for tracking sentiment and refining customer profiles, and will discover how predictive lifecycle modeling can help reduce churn and extend customer value. The course also delves into automation strategies for CRM systems, illustrating how AI reduces manual workload while improving personalization and responsiveness.
One of the key advantages of the AI-Powered Lead Generation and CRM Strategy training is its emphasis on customizable CRM frameworks that adapt to diverse industry needs. Participants will be equipped to design scalable, AI-enabled architectures that align with both marketing and sales functions. Real-world case studies are included to provide perspective on successful deployments of AI in global organizations, offering lessons that participants can tailor to their own business environments.
Additional key takeaways include the ability to:
Gain a comprehensive understanding of AI technologies transforming lead generation and CRM.
Explore the integration of NLP and machine learning models for better targeting and communication.
Implement CRM automation tools to streamline workflows and reduce repetitive tasks.
Develop churn prevention techniques using predictive analytics and lifecycle insights.
Examine real-world case studies that demonstrate AI’s tangible impact on marketing performance.
Customize AI-powered CRM frameworks for different organizational goals and scales.
By the end of this course, learners will be confident in navigating the digital transformation of customer engagement. They will emerge with a strategic roadmap to integrate AI into their sales and CRM processes, boosting lead quality, retention, and customer satisfaction. With its advanced curriculum and forward-thinking methodology, this training by Pideya Learning Academy positions professionals to become leaders in digital engagement and CRM innovation.

Course Objectives

After completing this Pideya Learning Academy training, the participants will learn to:
Understand the core principles of AI and their application in CRM and lead generation.
Design data-driven lead generation campaigns using machine learning models.
Implement AI-based lead scoring systems and real-time segmentation strategies.
Integrate NLP for advanced customer behavior analysis and sentiment monitoring.
Use AI to streamline CRM workflows and improve customer retention.
Evaluate the impact of AI on the sales funnel and customer lifecycle.
Customize AI tools to align with business-specific CRM objectives.
Ensure data compliance and ethical use of AI in customer engagement.
Monitor and measure performance metrics for AI-powered systems.
Apply AI solutions in multichannel marketing and customer touchpoints.

Personal Benefits

Participants completing the program will gain:
Competitive expertise in AI-enhanced sales and CRM strategies
Skills to analyze customer data for predictive insights
Ability to build smart customer engagement plans
Knowledge of industry-standard AI tools and frameworks
Confidence to lead digital CRM transformations
A certification from Pideya Learning Academy validating their advanced competencies

Organisational Benefits

By enrolling teams in this Pideya Learning Academy course, organizations will:
Improve lead quality and conversion rates across all marketing channels
Shorten sales cycles and optimize customer acquisition costs
Strengthen CRM efficiency through AI-driven automation
Enhance customer satisfaction and loyalty through hyper-personalization
Equip teams with future-ready digital capabilities
Reduce churn by anticipating customer behavior and feedback
Drive consistent, measurable ROI from AI-driven strategies

Who Should Attend

This course is ideal for:
Sales and Marketing Professionals
CRM and Customer Success Managers
Digital Transformation Leaders
Business Development Executives
Data Analysts working in sales and marketing
Product and Brand Managers
Consultants in AI, CRM, and Automation
Start-up Founders and Entrepreneurs in tech-driven markets
Course

Course Outline

Module 1: Introduction to AI in Sales and CRM
Defining AI in the context of sales and marketing Historical evolution and future trends Overview of key AI technologies (ML, NLP, Deep Learning) AI’s role in modern sales funnels Key differences between traditional and AI-based CRM Introduction to intelligent CRMs (e.g., Salesforce Einstein, Zoho Zia) Ethical AI usage and data protection principles
Module 2: Data Foundations for AI-Driven CRM
Data types and sources in sales and CRM Data cleaning and preparation techniques Feature engineering for customer analytics Importance of labeled data in supervised models Integrating third-party data sources (e.g., LinkedIn, CRM APIs) Cloud-based customer data platforms Building data pipelines for automation
Module 3: Predictive Lead Generation with AI
Defining lead intent and behavior prediction AI models for lead scoring and qualification Customer journey mapping with AI Real-time lead tracking and prioritization Use of AI chatbots and conversational tools Application of recommendation engines for lead nurturing Measuring lead funnel performance with AI
Module 4: Intelligent CRM Automation
Automating repetitive CRM tasks AI-powered follow-ups and communication sequences Lead status tracking and lifecycle management Smart alerts and workflow triggers Role of Robotic Process Automation (RPA) CRM integrations with AI marketing tools Managing multi-channel interactions
Module 5: Behavioral Segmentation and Personalization
AI techniques for customer clustering Sentiment analysis using NLP Creating dynamic customer personas Personalization engines and content targeting Segment-specific communication strategy Journey orchestration and adaptive messaging Real-time behavioral feedback loops
Module 6: Customer Retention and Churn Prediction
Predicting customer churn with AI models Key indicators of customer dissatisfaction Lifecycle value modeling Retention campaigns driven by predictive analytics Early warning systems and retention triggers Using AI to improve net promoter score (NPS) Re-engagement campaigns with smart content
Module 7: AI Tools and Technologies in CRM
Survey of AI-based CRM platforms (e.g., HubSpot, Freshsales) Third-party AI integrations and APIs Open-source vs proprietary AI tools Workflow builders and CRM plugins Visualization and dashboard creation CRM performance analytics Custom model deployment strategies
Module 8: Multichannel Campaign Management
Integrating AI into email, SMS, and social campaigns Real-time campaign optimization Smart A/B testing using AI insights Customer attribution modeling Conversion tracking with AI analytics Cross-channel message synchronization Leveraging voice and chat platforms
Module 9: Performance Measurement and KPIs
Defining KPIs for AI-enhanced lead gen and CRM Funnel metrics, scoring models, and conversion paths Real-time dashboards and insights Data storytelling for stakeholders Predictive reporting tools Campaign ROI modeling Audit trails and model accuracy benchmarks
Module 10: Strategy Design and Roadmap Development
Building an AI lead gen and CRM transformation roadmap Budget planning and tool selection Organizational readiness and change management Creating feedback loops and agile cycles Governance frameworks and model evaluation Industry case studies and success blueprints Final project presentation and roadmap review

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