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.

Automate CRM Nudges

Automate CRM Nudges
This course is part of Advanced Selling with AI & Emotional Intelligence Specialization

Instructor: ansrsource instructors
Included with
Recommended experience
Details to know

Add to your LinkedIn profile
March 2026
See how employees at top companies are mastering in-demand skills

Build your subject-matter expertise
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate

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.
What's included
6 videos3 readings4 assignments
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
Instructor

Offered by
Explore more from Marketing

Coursera

Coursera

Coursera

Coursera
Why people choose Coursera for their career

Felipe M.

Jennifer J.

Larry W.

Chaitanya A.

Open new doors with Coursera Plus
Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription
Advance your career with an online degree
Earn a degree from world-class universities - 100% online
Join over 3,400 global companies that choose Coursera for Business
Upskill your employees to excel in the digital economy
Frequently asked questions
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
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.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
More questions
Financial aid available,
¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.

