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Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales for Government
- Services and products utilized in HubSpot for government operations
What is CRM?
- Current versus potential customers for government agencies
- Customer history tracking for enhanced service delivery
Getting Familiar with HubSpot CRM for Government
- Connecting an inbox email with HubSpot CRM to streamline communications
- Navigating the dashboard structure for efficient oversight
- Navigating the category section and options for tailored management
Tools in HubSpot CRM for Government
- Sampling HubSpot sales tools for government use
- Sampling HubSpot marketing tools to enhance public engagement
- Sampling HubSpot service tools for improved customer support
- Sampling HubSpot calling tools for effective communication
Structuring in HubSpot CRM for Government
- Developing a workflow for streamlined processes
- Customizing a dashboard to meet specific agency needs
- Creating a list and report for data-driven decision-making
- Adding and managing documents for comprehensive record-keeping
- Creating and importing contacts for enhanced stakeholder engagement
Optimizing Workflows in HubSpot CRM for Government
- Using workflow branching to address complex scenarios
- Creating workflow charts for transparent and efficient operations
Summary and Conclusion
Requirements
- An understanding of sales and marketing for government applications
Audience
- Business Analysts in the public sector
7 Hours
Testimonials (1)
Opportunities to work at our pace, answered lots of questions, pleasant trainer
