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Course Outline
Introduction
HubSpot, Inbound Marketing, and Sales
- Services and products available in HubSpot.
Understanding CRM
- Distinguishing current vs. potential customers.
- Tracking customer history.
Getting Familiar with HubSpot CRM
- Connecting an inbox email with HubSpot CRM.
- Navigating the dashboard structure.
- Navigating the category section and options.
Tools in HubSpot CRM
- Overview of HubSpot sales tools.
- Overview of HubSpot marketing tools.
- Overview of HubSpot service tools.
- Overview of HubSpot calling tools.
Structuring in HubSpot CRM
- Developing a workflow.
- Customizing a dashboard.
- Creating lists and reports.
- Adding and managing documents.
- Creating and importing contacts.
Optimizing workflows in HubSpot CRM
- Utilizing workflow branching.
- Creating workflow charts.
Summary and Conclusion
Requirements
- Familiarity with sales and marketing principles.
Audience
- Business Analysts.
7 Hours
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 1300 € + VAT*
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Testimonials (1)
Opportunities to work at our pace, answered lots of questions, pleasant trainer
