Course Code:
hubspotcrm
Duration:
7 hours
Prerequisites:
- An understanding of sales and marketing
Audience
- Business Analysts
Overview:
HubSpot is a software company that provides tools for marketing, web analytics, and content management. HubSpot CRM is a cloud based application that enables sales teams to enhance the sales process, synchronize communication, and more.
This instructor-led, live training (online or onsite) is aimed at business analysts who wish to create and optimize a sales and marketing process with HubSpot CRM.
By the end of this training, participants will be able to:
- Use HubSpot meeting tools to schedule meetings.
- Optimize business operations with HubSpot CRM.
- Create full-featured dashboards and reports for data analysis.
- Automate the sales and marketing workflow.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
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
Sites Published: