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 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 (5)
Joe was great, really engaging and knew his stuff. Great session, thank you again!
Cerys - Urenco
Course - Customer Relationship Management (CRM)
Exercises, and the fact that the trainer was able to answer all my questions.
Mothibi - National Youth Development Agency
Course - Odoo for Developers
application scenarios introduction
Rachel - 个人
Course - Salesforce CPQ for Administrators
It was very practical with many examples and exercises..
Daria-Stefania Teaca - NTT DATA Romania S.A.
Course - SAP S/4 Hana (S/4Hana)
Keeps me updated & knowledge refresh on ABAP area.