HubSpot Onboarding
What you’ll learn
How to Setup your HubSpot Sales Hub
How to Setup your HubSpot Marketing Hub
Learn about HubSpot Sales Hub Features
Learn about HubSpot Marketing Hub Features
How to Setup your HubSpot fast
How to install HubSpot CRM
How to use HubSpot Sales Hub
How to use HubSpot Marketing Hub
Manage contacts in HubSpot Sales Hub
Manage contacts in HubSpot Marketing Hub
Requirements
No CRM or HubSpot experience needed. This comprehensive course will teach you about each tool HubSpot offers and provide strategies to incorporate those tools into daily business processes.
You’ll need a computer, Internet access, and all the willingness to learn all you need to know about HubSpot and how to use it like a Pro.
Description
Learn HubSpot fundamentals fast. This course covers strategy, implementation and daily use of HubSpot CRM and is intended for brand new HubSpot implementation. The Hub features included are the Marketing, Sales, and Service Hub features at the Professional subscription level. Topics include basic setup, like adding users, setting user permissions, security and org default settings. Then, the 11 unit course contains 15 lectures that cover all the main HubSpot CRM tools. The material includes both basic features, like Contacts, Company’s, Products, Deals and Quotes and evolves to provide understanding of more advanced HubSpot features like Playbooks, Snippets, Sequences, Workflows, Reports, HubSpot Payments, the App Marketplace and more! Learn what the tool is, why it may be useful to incorporate, if the tool has any limitations and how to use it! The final two units includes training materials for the daily users in HubSpot so they can hit the ground running in your new HubSpot org and lecture detailing different methods people use to incorporate HubSpot into daily processes. Each unit is comprised of three different elements to enhance your learning: the lectures, step by step instructions for each part of HubSpot and interactive demos that allow you to try the steps in a risk free environment. The course also gains you access to Commercient Onboarding Office Hours, every Wednesday at 12 pm EST.
Overview
Section 1: Introduction
Lecture 1 Introduction
Section 2: Unit 1: Initial HubSpot Setup
Lecture 2 Unit 1
Section 3: Unit 2: Importing Data
Lecture 3 Unit 2 – Part 1
Lecture 4 Unit 2 – Part 2
Section 4: Unit 3: Technical Set up
Lecture 5 Unit 3
Section 5: Unit 4: Templates and Automation
Lecture 6 Unit 4: Templates and Automation
Section 6: Unit 5: Tasks, Lists and Forms
Lecture 7 Unit 5: Tasks, Lists, and Forms
Section 7: Unit 6: Final Technical Setup
Lecture 8 Unit 6: Final Technical Setup
Section 8: Unit 7: Lifecycles and Personas
Lecture 9 Unit 7: Lifecycle and Personas
Section 9: Unit 8: Hub Specific features
Lecture 10 Sales Hub – 1
Lecture 11 Sales Hub – 2
Lecture 12 Marketing Hub – 1
Lecture 13 Marketing Hub – 2
Lecture 14 Marketing Hub – 3
Lecture 15 Service Hub
Section 10: Unit 9: Reporting and Dashboards in HubSpot
Lecture 16 Unit 9: Reports and Dashboards
Section 11: Unit 10: Implement your HubSpot into your business processes
Lecture 17 Unit 10: Incorporate HubSpot
Section 12: Unit 11: User Training
Lecture 18 Sales User Training Part 1
Lecture 19 Sales User Training Part 2
HubSpot Champions,HubSpot Super Admins,New to HubSpot,HubSpot Sales Users,HubSpot Marketing Users,HubSpot Beginners,HubSpot New Users,Starting out with HubSpot
Course Information:
Udemy | English | 4h 58m | 3.29 GB
Created by: Commercient SYNC
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