Journey Optimization and Automation

Learn to optimize and automate customer journeys for maximum efficiency and higher conversion rates. You'll start by diagnosing journey drop-offs using Excel Copilot to analyze multi-channel interaction data and Power BI to visualize funnel leaks for stakeholders. This diagnostic foundation helps you pinpoint exactly where customers abandon before implementing fixes. Beyond basic triggers, you'll configure advanced lead nurturing rules that automatically move inactive contacts through specialized requalification workflows. This approach saves significant manual effort while effectively reactivating your sales pipeline. To further drive revenue, you’ll utilize Copilot’s Next-Best-Action recommendations to generate personalized upsell offers tailored to individual customer behaviors. By the end of this session, you'll be able to evaluate total optimization ROI through rigorous holdout tests. You'll learn to translate these analytics into clear reports to communicate measurable gains and strategic value to key stakeholders.