Certificate ID:
795267
Authentication Code:
05766
Certified Person Name:
Charlotte Allen
Certified Person Email:
Trainer Name:
Suzanne Tanis
Duration Days:
2
Duration Hours:
14
Course Name:
HubSpot CRM
Course Date:
15 January 2025 09:00 to 16 January 2025 04:00
Course Outline:
Contact Management
- Adding and Importing Contacts
- Create and save views and lists to segment contacts based on various criteria
Deals and Pipelines
- Know how to create and manage deals
- Customise and understand the different stages of the sales pipeline
- Track the progress of deals, set tasks, and manage follow-up activities
Tasks and activities
- Learn how to create tasks and associate them with contacts, companies, or deals
- Log calls, emails and meetings
- Use task queues to prioritise and manage daily activities
Email Integration
- Integrate email accounts with HubSpot to send and track emails directly
- Create and use email templates
- Email Tracking and Logging: Track when recipients open emails
Sales Tools
- How to Automate follow-up emails and tasks using sequences
- Upload and share sales documents, track document views, manage document libraries
- Schedule meetings with prospects using HubSpot's meeting scheduling tool
Reporting and Analytics (Sales Managers)
- How to utilise the sales dashboard to get an overview of sales performance
- How to create and customise reports to track key sales metrics and KPIs and sales teams' performance against budget
- Set and track sales goals for the team
Mobile App
- How to use the HubSpot mobile app to manage contacts, deals and tasks on the go
Customisation
- How to create custom fields to capture additional information specific to your sales process
Course Name Eng:
HubSpot CRM