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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
Requirements
- An understanding of sales and marketing
Audience
- Business Analysts
7 Hours
Testimonials (4)
Exercises, and the fact that the trainer was able to answer all my questions.
Mothibi - National Youth Development Agency
Course - Odoo for Developers
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
application scenarios introduction
Rachel - 个人
Course - Salesforce CPQ for Administrators
The fact that we could now undersatand how it all fits together and a better understanding of what can be done.