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Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales
- Services and products utilized in HubSpot.
What is CRM?
- Distinguishing current from potential customers.
- Understanding 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
- 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 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
- 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
