Course Code:
hubspotcrmbespoke
Duration:
21 hours
Course Outline:
Day 1
- Executive Strategy Workshop
- Interactive work session with the executive team to align the HubSpot strategy and roll-out with the company strategy
- Defining business objectives for each department
- Creating a HubSpot implementation roadmap for departments
- Documenting the executive workshop outcomes in preparation for the employee training sessions
Day 2 & 3
- 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