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Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales
- Services and products available in HubSpot
Understanding CRM
- Differentiating current vs potential customers
- Tracking customer history
Getting Familiar with HubSpot CRM
- Integrating email inbox 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
- Utilizing 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
