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Duration 7 hours
Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales
- Overview of services and products within HubSpot
Understanding CRM
- Distinguishing between current and potential customers
- Managing customer history
Navigating HubSpot CRM
- Integrating inbox email with HubSpot CRM
- Exploring the dashboard structure
- Browsing the category section and available options
HubSpot CRM Toolset
- Exploring HubSpot sales tools
- Reviewing HubSpot marketing tools
- Examining HubSpot service tools
- Investigating HubSpot calling tools
Configuration in HubSpot CRM
- Building workflows
- Tailoring dashboard displays
- Generating lists and reports
- Managing document storage
- Creating and importing contact records
Workflow Optimization in HubSpot CRM
- Implementing workflow branching logic
- Designing workflow visual charts
Summary and Conclusion
Requirements
- A foundational understanding of sales and marketing principles
Target Audience
- Business Analysts
Testimonials (1)
Opportunities to work at our pace, answered lots of questions, pleasant trainer
