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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.
Investment

Price per private group, online live training, starting from 1450 € + VAT*

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