Description
This webinar offers a practical look at how artificial intelligence can help African energy startups better qualify leads and structure their customer follow-up processes. Using a real-world scenario—such as a new request for grid connection or energy access—the session will demonstrate how AI can extract relevant information, identify missing data, classify requests, and suggest next steps.
The webinar will also cover the prerequisites for effectively using AI in CRM workflows, including defining consistent data fields, establishing clear qualification rules, and ensuring human validation of AI-generated information.
Objectives
- Understand how AI can streamline lead and customer qualification and follow-up;
- Learn how to transform an incoming request into a structured CRM record;
- Identify the essential information to include in a customer registry or CRM;
- Explore AI applications for data extraction, identifying missing information, and suggesting follow-up actions;
- Understand AI’s prerequisites and limitations, as well as the importance of human validation.
Format: approximately 30 minutes of presentation and methodology sharing, followed by a 15-minute practical demonstration and a 15-minute Q&A session.
