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Duration 7 hours
Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales
- Overview of services and products within the HubSpot ecosystem
Understanding CRM
- Distinguishing between current and potential customers
- Reviewing customer history
Getting Started with HubSpot CRM
- Integrating inbox email with HubSpot CRM
- Exploring the dashboard layout
- Navigating category sections and available options
HubSpot CRM Toolsets
- Exploring HubSpot sales tools
- Exploring HubSpot marketing tools
- Exploring HubSpot service tools
- Exploring HubSpot calling tools
Structuring Processes in HubSpot CRM
- Building effective workflows
- Personalizing dashboards
- Generating lists and reports
- Managing and adding documents
- Creating and importing contacts
Refining Workflows in HubSpot CRM
- Implementing workflow branching
- Designing workflow charts
Summary and Conclusion
Requirements
- A solid grasp of sales and marketing fundamentals
Target Audience
- Business Analysts
Testimonials (1)
Opportunities to work at our pace, answered lots of questions, pleasant trainer
