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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 Acclimated to HubSpot CRM
- Linking email inboxes to HubSpot CRM
- Exploring the dashboard layout
- Reviewing category sections and available options
Key Tools in HubSpot CRM
- Exploring HubSpot sales utilities
- Reviewing HubSpot marketing features
- Examining HubSpot service capabilities
- Understanding HubSpot calling functionalities
Building Structure in HubSpot CRM
- Designing effective workflows
- Tailoring dashboard views
- Generating lists and reports
- Handling document storage and management
- Creating and importing contact records
Refining Workflows in HubSpot CRM
- Applying workflow branching logic
- Visualizing workflow structures
Summary and Conclusion
Requirements
- Familiarity with fundamental sales and marketing concepts
Target Audience
- Business Analysts
7 Hours
Testimonials (1)
Opportunities to work at our pace, answered lots of questions, pleasant trainer
