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Course Outline

Introduction

HubSpot, Inbound Marketing, and Sales

  • Services and products used in HubSpot.

What is CRM?

  • Distinguishing between current and potential customers.
  • Understanding customer history.

Getting Familiar with HubSpot CRM

  • Connecting an inbox email with HubSpot CRM.
  • Navigating the dashboard structure.
  • Navigating category sections 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 lists and reports.
  • Adding and managing documents.
  • Creating and importing contacts.

Optimizing Workflows in HubSpot CRM

  • Using workflow branching.
  • Creating workflow charts.

Summary and Conclusion

Requirements

  • A basic understanding of sales and marketing concepts.

Audience

  • Business Analysts.
 7 Hours

Custom Corporate Training

Training solutions designed exclusively for businesses.

  • Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
  • Flexible Schedule: Dates and times adapted to your team's agenda.
  • Format: Online (live), In-company (at your offices), or Hybrid.
Investment

Price per private group, online live training, starting from 1600 € + VAT*

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