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Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales for Government
- Services and products utilized in HubSpot
What is CRM?
- Distinguishing between current and potential customers
- Maintaining customer history records
Getting Familiar with HubSpot CRM for Government
- Connecting an inbox email to HubSpot CRM
- Navigating the dashboard structure
- Exploring the category section and options
Tools in HubSpot CRM for Government
- Overview of HubSpot sales tools
- Overview of HubSpot marketing tools
- Overview of HubSpot service tools
- Overview of HubSpot calling tools
Structuring in HubSpot CRM for Government
- Developing a workflow for government processes
- Customizing the dashboard to meet agency needs
- Creating and managing lists and reports
- Adding and managing documents within the system
- Creating and importing contacts for efficient management
Optimizing Workflows in HubSpot CRM for Government
- Utilizing workflow branching to enhance efficiency
- Creating workflow charts for clear visualization
Summary and Conclusion
Requirements
- An understanding of sales and marketing principles for government
Audience
- Business Analysts
7 Hours
Testimonials (1)
Opportunities to work at our pace, answered lots of questions, pleasant trainer
