HubSpot CRM – How to Get the Most Out of Your HubSpot CRM

HubSpot CRM – How to Get the Most Out of Your HubSpot CRM, available at $19.99, has an average rating of 3.75, with 29 lectures, based on 27 reviews, and has 123 subscribers.

You will learn about HubSpot CRM Essentials HubSpot Prospecting Tools: Sales Calls, Templates, Sequences & Snippets Create, Save & Use Filtered Views for Identifying Sales Opportunities Create & Use Task Queues for Greater Efficiency & Productivity Create & Customize Contact Properties Create & Customize Lead Statuses Optimize & Update Deals & Deal Stages Identify Reasons Deals Were Won, Lost Identify Reasons to Pass Leads Back to Marketing This course is ideal for individuals who are HubSpot Users It is particularly useful for HubSpot Users.

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Summary

Title: HubSpot CRM – How to Get the Most Out of Your HubSpot CRM

Price: $19.99

Average Rating: 3.75

Number of Lectures: 29

Number of Published Lectures: 29

Number of Curriculum Items: 29

Number of Published Curriculum Objects: 29

Original Price: $39.99

Quality Status: approved

Status: Live

What You Will Learn

HubSpot CRM Essentials
HubSpot Prospecting Tools: Sales Calls, Templates, Sequences & Snippets
Create, Save & Use Filtered Views for Identifying Sales Opportunities
Create & Use Task Queues for Greater Efficiency & Productivity
Create & Customize Contact Properties
Create & Customize Lead Statuses
Optimize & Update Deals & Deal Stages
Identify Reasons Deals Were Won, Lost
Identify Reasons to Pass Leads Back to Marketing

Who Should Attend

HubSpot Users

Target Audiences

HubSpot Users

In this course, Alexi Leimbach will teach you the most efficient ways to use and optimize your HubSpot CRM for quick and effective sales outreaches and prospecting efforts. This will include learning how to best use the HubSpot prospecting tools, filtered views, productivity tools, and deal stages to ultimately align and customize them to match your specific sales process and business model. Alexi Leimbach is the Director of Marketing at Xcellimark, Co-Leader of the Orlando HubSpot User Group (HUG), and a Certified HubSpot Trainer.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Chapter 2: CRM Essentials

Lecture 1: HubSpot CRM Essentials

Chapter 3: Prospecting Tools

Lecture 1: Sales Calls

Lecture 2: [Walkthrough] How to Make a Sales Call from the Contact Record

Lecture 3: Sales Templates

Lecture 4: [Walkthrough] How to Create a Sales Template

Lecture 5: [Walkthrough] How to Use a Sales Template When Sending an Email

Lecture 6: Sequences

Lecture 7: [Walkthrough] How to Create a Sequence

Lecture 8: [Walkthrough] How to Enroll a Contact into a Sequence

Lecture 9: [Walkthrough] How to Bulk Enroll Contacts into a Sequence

Lecture 10: Snippets

Lecture 11: [Walkthrough] How to Create a Snippet

Lecture 12: [Walkthrough] How to Use a Snippet

Chapter 4: Ensuring MQLs Get Contacted

Lecture 1: Using Filters: Identify a Particular Type of Person

Lecture 2: Using Filters: Take the Buyer's Context into Account

Lecture 3: Using Filters: Give Your Rep a Specific Action to Take

Lecture 4: Saved Filters

Lecture 5: Turning Your Action Statement into a Saved Filter

Lecture 6: Finishing Touches

Lecture 7: Default & Favorite Views

Lecture 8: Task Queues

Chapter 5: Nailing Your Sales Process

Lecture 1: Deal Stages

Lecture 2: Focusing on Essential Steps

Lecture 3: Converting Your Sales Process into Deal Stages

Lecture 4: Requiring Properties at Certain Stages

Chapter 6: Closing the Loop

Lecture 1: Closed-Lost Reasons

Lecture 2: Pass-Back to Marketing

Lecture 3: What We Covered

Instructors

Xcellimark Academy
HubSpot Certified Agency and Training Solutions Partner

Rating Distribution

1 stars: 1 votes
2 stars: 1 votes
3 stars: 7 votes
4 stars: 10 votes
5 stars: 8 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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