Скачать или смотреть Automated Lead Qualification & The Future of CRM | Chapter 6 - Part 3

In this session, we explore how modern CRM and martech automate lead qualification, where CRM technology is heading next, and how all of this links directly to CIM Level 4 Marketing Executive apprenticeship Knowledge, Skills and Behaviours (KSBs).

You’ll learn:
– Automated lead qualification in practice
How lead scoring models work (points for behaviours and attributes)
Behavioural triggers like pricing-page visits and abandoned carts
Data enrichment and fit analysis using external sources
AI predictive lead qualification and “next best action” suggestions
How automation reduces wasted sales effort and aligns marketing and sales

– The future of CRM technology
Shift to first-party data, consent, and privacy-by-design
Deeper AI integration: predictive → prescriptive analytics
CRM as the orchestration hub for your martech stack and CX
Low-code/no-code customisation for non-technical marketers
Ethical AI, bias, transparency and regulatory expectations

– Linking to apprenticeship Knowledge, Skills and Behaviours (KSBs)
Knowledge: marketing principles, customer management, digital channels, data and legal frameworks (e.g. GDPR)
Skills: planning and delivering CRM-driven campaigns, using data and analytics to improve performance, managing projects and martech tools
Behaviours: customer-centricity, adaptability, ethical data use, collaboration across teams, curiosity and continuous learning

By the end, you’ll understand not only how automated lead qualification and advanced CRM features drive revenue and efficiency, but also how they demonstrate the core KSBs required of a modern marketing executive or apprentice.
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