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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