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Learning HubSpot

Learning HubSpot

1h 50mBeginner2021-06-09

Authors

David Rivers

David Rivers

Author, Trainer, and Learning and Development Expert

Course details

If you’re a business that deals with customers, one of the key aspects of running a successful business is the ability to manage a variety of business activities as you work with your customers. HubSpot is a powerful cloud-based customer relationship management (CRM) tool that can help you juggle multiple business activities efficiently. In this course, David Rivers explores the basics of what HubSpot can do for your business, from sales pipelines, marketing, and service tickets, to activities and meeting tools. He starts with the basics of what a CRM system is, some of the CRM options available, and who uses a CRM system and for what purpose. He then covers the ways HubSpot can help you sell, service, and market better, and how it can provide powerful insights from customer interactions that can result in an overall increase in business productivity.

Skills covered

HubSpotCRM SoftwareCustomer ServiceSalesLearningBusiness Software and Tools

Concepts

0. Introduction

  • 01 - Manage customers for free with HubSpot CRM
  • 02 - What you need to know

1. Getting Started with HubSpot

  • 03 - What is a CRM
  • 04 - What HubSpot has to offer
  • 05 - Launch the free HubSpot
  • 06 - Connect your inbox to HubSpot
  • 07 - Set language and region settings

2. Creating Contacts, Companies, and Deals

  • 08 - Create contacts manually
  • 09 - Import contacts
  • 10 - Edit contact info
  • 11 - Add and edit companies
  • 12 - Add new deals
  • 13 - Updating deals
  • 14 - Work with tasks

3. HubSpot for Marketing

  • 15 - Create an email list
  • 16 - Create a marketing email
  • 17 - Create a landing page

4. HubSpot for Customer Service

  • 18 - Get organized with tickets
  • 19 - Use snippets
  • 20 - Create and use templates

5. Tracking and Reporting

  • 21 - Get to know the dashboard
  • 22 - Work with reports
  • 23 - Make calls with the calling tool
  • 24 - Work with the meetings tool
  • 25 - Add and manage documents

Conclusion

  • 26 - What's next

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