Course Outline

Introduction

HubSpot, Inbound Marketing, and Sales

  • Services and products used in HubSpot

What is CRM?

  • Current vs potential customers
  • Customer history

Getting Familiar with HubSpot CRM

  • Connecting an inbox email with HubSpot CRM
  • Navigating the dashboard structure
  • Navigating the category section and options

Tools in HubSpot CRM

  • Sampling HubSpot sales tools
  • Sampling HubSpot marketing tools
  • Sampling HubSpot service tools
  • Sampling HubSpot calling tools

Structuring in HubSpot CRM

  • Developing a workflow
  • Customizing a dashboard
  • Creating a list and report
  • Adding and managing documents
  • Creating and importing contacts

Optimizing workflows in HubSpot CRM

  • Using workflow branching
  • Creating workflow charts

Summary and Conclusion

Requirements

  • An understanding of sales and marketing

Audience

  • Business Analysts
 7 Hours

Number of participants



Price per participant

Testimonials (5)

Related Courses

HubSpot PLC

7 Hours

Customer Relationship Management (CRM)

7 Hours

Salesforce CPQ for Administrators

14 Hours

Odoo for Developers

21 Hours

Peoplesoft Admin Fundamentals

21 Hours

OpenText Exstream v16

28 Hours

SAP ASE for Database Administrators

28 Hours

SAP ERP Fundamentals

28 Hours

SAP Sales Order Processing and Supply Chain Management

14 Hours

SAP Financial Accounting and Controlling (FICO) for Consultants

28 Hours

SAP Human Capital Management (HCM) for Consultants

28 Hours

SAP Automation with UIPath

14 Hours

SAP Hana for Data Analysts

21 Hours

SAP S/4 Hana (S/4Hana)

21 Hours

SAP ABAP for Developers

21 Hours

Related Categories