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Automate CRM Nudges

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

March 2026

Assessments

4 assignments¹

AI Graded see disclaimer
Taught in English

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This course is part of the Advanced Selling with AI & Emotional Intelligence Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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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.

What's included

6 videos3 readings4 assignments

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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.