Hubspot Crm For Beginners

Explore the essential tools and techniques for mastering HubSpot CRM and optimizing your customer management strategies.

What you'll learn

Understand the advantages of using HubSpot as a CRM platform.

Manage team members effectively within HubSpot.

Upload contacts into HubSpot to populate your CRM database.

Utilize HubSpot's inbox feature for efficient email management.

Configure a chatbot to automate customer interactions.

Create snippets and templates for consistent communication.

Learn email marketing fundamentals and craft compelling ads.

Design and optimize landing pages and websites in HubSpot.

Manage deals and visualize your sales pipeline effectively.

Generate reports and set up dashboards to track key performance metrics.

Requirements

No prior experience needed, the course is for complete beginners.

Description

Welcome to HubSpot CRM for Beginners. In this course, you will explore the fundamentals of using HubSpot CRM to streamline your customer relationship management process.You'll begin by understanding what HubSpot CRM is and its benefits. You'll learn to leverage HubSpot's advantages, choose the right plan, sign up, and connect your email. We will also cover managing your team effectively.Next, you'll delve into importing your information efficiently, including filling out contacts and company import sheets, uploading contacts and companies, and assigning contacts appropriately.In the following sections, you'll explore conversation tools such as using your inbox, setting up a chatbot, and utilizing snippets and templates. You'll also learn marketing essentials like creating and targeting ads, email marketing, designing landing pages and websites, and managing forms.The course will also guide you through sales processes, including deals, pipeline, task, and meeting management. Finally, discover how to handle customer service through ticket creation, resolution, and generating reports and dashboards for insights.By the end of this course, you should have gained the skills needed to effectively manage your customer relationships using HubSpot CRM, enhancing your efficiency and productivity in sales, marketing, and customer service endeavors.In this course, you will learn how to:Understand the advantages of using HubSpot as a CRM platform.Manage team members effectively within HubSpot.Upload contacts into HubSpot to populate your CRM database.Utilize HubSpot's inbox feature for efficient email management.Configure a chatbot to automate customer interactions.Create snippets and templates for consistent communication.Learn email marketing fundamentals and craft compelling ads.Design and optimize landing pages and websites in HubSpot.Manage deals and visualize your sales pipeline effectively.Generate reports and set up dashboards to track key performance metrics.This course includes:2 hours of video tutorials29 individual video lecturesCertificate of completion

Overview

Section 1: Introduction

Lecture 1 Course Introduction

Lecture 2 Read Me: Essential Information for a Successful Training Experience

Lecture 3 What is Hubspot CRM

Section 2: Getting Started

Lecture 4 Hubspot Advantages

Lecture 5 Choosing the Right Plan

Lecture 6 Signing Up

Lecture 7 Connecting Your Email

Lecture 8 Managing Your Team

Section 3: Importing Your Information

Lecture 9 Filling Out Contacts Import Sheet

Lecture 10 Uploading Contacts to Hubspot

Lecture 11 Assigning Contacts

Lecture 12 Filling Out Company Import Sheet

Lecture 13 Uploading Companies to Hubspot

Section 4: Conversation

Lecture 14 Using Your Inbox

Lecture 15 Setting Up Your ChatBot

Lecture 16 Snippets

Lecture 17 Templates

Section 5: Marketing

Lecture 18 Creating & Targeting Ads

Lecture 19 Email Marketing Part 1

Lecture 20 Email Marketing Part 2

Lecture 21 Landing Pages

Lecture 22 Building Your Website

Lecture 23 Design Manager

Lecture 24 Creating Forms

Section 6: Sales

Lecture 25 Deals & Pipeline

Lecture 26 Tasks

Lecture 27 Meetings

Section 7: Customer Service & Reporting

Lecture 28 Ticket Creation & Resolution

Lecture 29 Reports & Dashboards

Section 8: Course Close

Lecture 30 Course Close

Those who are new to HubSpot CRM.,Those who want to learn and enhance their CRM management skills.,Marketing automation professionals.,Those who want to learn marketing essentials.