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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
- Managing customer history
Familiarizing with HubSpot CRM
- Linking inbox email to HubSpot CRM
- Exploring the dashboard layout
- Navigating categories and options
HubSpot CRM Tools
- Exploring HubSpot sales tools
- Exploring HubSpot marketing tools
- Exploring HubSpot service tools
- Exploring HubSpot calling tools
Structuring in HubSpot CRM
- Designing workflows
- Tailoring the dashboard
- Generating lists and reports
- Handling document management
- Creating and importing contacts
Refining Workflows in HubSpot CRM
- Implementing workflow branching
- Creating workflow diagrams
Summary and Conclusion
Requirements
- Familiarity with sales and marketing concepts
Target Audience
- Business Analysts
7 Hours
Testimonials (1)
Opportunities to work at our pace, answered lots of questions, pleasant trainer
