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Duration 7 hours
Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales
- Overview of services and products integrated within HubSpot
Understanding CRM
- Distinguishing between current and potential customers
- Reviewing customer history
Becoming Familiar with HubSpot CRM
- Linking an inbox email account to HubSpot CRM
- Exploring the dashboard structure and navigation
- Navigating the category sections and available options
Exploring Tools in HubSpot CRM
- Examining HubSpot sales tools
- Reviewing HubSpot marketing tools
- Reviewing HubSpot service tools
- Reviewing HubSpot calling tools
Building Structure in HubSpot CRM
- Developing a workflow
- Personalizing the dashboard layout
- Generating lists and reports
- Adding and organizing documents
- Creating and importing contacts
Enhancing Workflows in HubSpot CRM
- Implementing workflow branching logic
- Designing workflow charts
Summary and Conclusion
Requirements
- A foundational understanding of sales and marketing principles
Target Audience
- Business Analysts
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1450 € + VAT*
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Testimonials (1)
Opportunities to work at our pace, answered lots of questions, pleasant trainer