HubSpot CRM Bespoke

• An understanding of sales and marketing

Audience

• Business Analysts

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.

Contact Management

• Adding and Importing Contacts
• Create and save views and lists to segment contacts based on various criteria

Deals and Pipelines

• Know how to create and manage deals
• Customise and understand the different stages of the sales pipeline
• Track the progress of deals, set tasks, and manage follow-up activities

Tasks and activities

• Learn how to create tasks and associate them with contacts, companies, or deals
• Log calls, emails and meetings
• Use task queues to prioritise and manage daily activities

Email Integration

• Integrate email accounts with HubSpot to send and track emails directly
• Create and use email templates
• Email Tracking and Logging: Track when recipients open emails

Sales Tools

• How to Automate follow-up emails and tasks using sequences
• Upload and share sales documents, track document views, manage document libraries
• Schedule meetings with prospects using HubSpot's meeting scheduling tool

Reporting and Analytics (Sales Managers)

• How to utilise the sales dashboard to get an overview of sales performance
• How to create and customise reports to track key sales metrics and KPIs and sales teams' performance against budget
• Set and track sales goals for the team

Mobile App

• How to use the HubSpot mobile app to manage contacts, deals and tasks on the go

Customisation

• How to create custom fields to capture additional information specific to your sales process