Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales
- Services and products utilized in HubSpot
What is CRM?
- Current versus potential customers
- Customer history
Becoming Familiar with HubSpot CRM
- Linking an inbox email with HubSpot CRM
- Navigating the dashboard structure
- Navigating the category section and options
Tools in HubSpot CRM
- Exploring HubSpot sales tools
- Exploring HubSpot marketing tools
- Exploring HubSpot service tools
- Exploring 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
Requirements
- A foundational understanding of sales and marketing principles.
Audience
- Business Analysts
7 Hours
Testimonials (1)
Opportunities to work at our pace, answered lots of questions, pleasant trainer
