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.
Duration 7 hours
Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales
- Services and products utilized within HubSpot
Definition of CRM
- Differentiation between existing and prospective clients
- Maintaining client interaction history
Becoming Proficient with HubSpot CRM
- Integrating email inboxes with HubSpot CRM
- Reviewing the dashboard layout
- Exploring category sections and available options
Functional Tools in HubSpot CRM
- Reviewing HubSpot sales capabilities
- Reviewing HubSpot marketing capabilities
- Reviewing HubSpot service capabilities
- Reviewing HubSpot telephony capabilities
Configuration within HubSpot CRM
- Designing a workflow
- Tailoring the dashboard view
- Generating lists and reports
- Managing document repositories
- Establishing and importing contact records
Enhancing Workflows in HubSpot CRM
- Implementing workflow branching logic
- Generating workflow visualizations
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
