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
Testimonials (7)
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
Exercises, and the fact that the trainer was able to answer all my questions.
Mothibi - National Youth Development Agency
Course - Odoo for Developers
application scenarios introduction
Rachel - 个人
Course - Salesforce CPQ for Administrators
The fact that we could now undersatand how it all fits together and a better understanding of what can be done.
Michele Moutinho - BMW
Course - SAP OpenText StreamServe
It was very practical with many examples and exercises..
Daria-Stefania Teaca - NTT DATA Romania S.A.
Course - SAP S/4 Hana (S/4Hana)
Keeps me updated & knowledge refresh on ABAP area.
George Puscu - Molson Coors
Course - SAP ABAP for Developers
Preparation tailored to our group.
Kinga - POSTDATA
Course - SAP ACTIVATE Project Management (C_ACTIVATE13)
Machine Translated