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