Course Code: hubsbesp
Duration: 21 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.

Course Outline:

Day 1

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

Day 2

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

Day 3

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

Additional Functional Areas

  • Marketing Automation: Setting up workflows to automate repetitive marketing tasks
  • Content Management: Using HubSpot's CMS to manage and optimise website content
  • Social Media Management: Integrating social media accounts to manage and analyse social media activity
  • Customer Feedback: Setting up surveys and feedback forms to gather customer insights