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Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales
- Services and products available in HubSpot
Understanding CRM
- Distinguishing current from potential customers
- Reviewing customer history
Becoming Familiar with HubSpot CRM
- Linking an email inbox with HubSpot CRM
- Navigating the dashboard structure
- Exploring the category section and its options
HubSpot CRM Tools
- Overview of HubSpot sales tools
- Overview of HubSpot marketing tools
- Overview of HubSpot service tools
- Overview of HubSpot calling tools
Structuring in HubSpot CRM
- Developing workflows
- Customizing dashboards
- Creating lists and reports
- Adding and managing documents
- Creating and importing contacts
Optimizing Workflows in HubSpot CRM
- Utilizing workflow branching
- Creating workflow charts
Summary and Conclusion
Requirements
- Familiarity with sales and marketing principles.
Target Audience
- Business Analysts
7 Hours
Testimonials (1)
Opportunities to work at our pace, answered lots of questions, pleasant trainer
