HubSpot CRM - How to Get the Most Out of Your HubSpot CRM
3.8 (19 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
72 students enrolled

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

Learn How To Optimize & Use the HubSpot CRM to Support Your Sales & Marketing Efforts.
3.8 (19 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
72 students enrolled
Last updated 2/2020
English
Current price: $83.99 Original price: $119.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 2 hours on-demand video
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll 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
Requirements
  • Access to HubSpot CRM or Sales Hub
Description

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.

Who this course is for:
  • HubSpot Users
Course content
Expand all 21 lectures 02:13:11
+ Prospecting Tools
4 lectures 45:57
Sales Calls
10:56
Sales Templates
12:16
Sequences
13:38
Snippets
09:07
+ Ensuring MQLs Get Contacted
8 lectures 58:20
Using Filters: Identify a Particular Type of Person
01:26
Using Filters: Take the Buyer's Context into Account
11:19
Using Filters: Give Your Rep a Specific Action to Take
11:30
Turning Your Action Statement into a Saved Filter
11:39
Finishing Touches
07:05
Default & Favorite Views
01:48
Task Queues
09:57
+ Nailing Your Sales Process
4 lectures 14:32
Focusing on Essential Steps
03:15
Converting Your Sales Process into Deal Stages
07:02
Requiring Properties at Certain Stages
02:02
+ Closing the Loop
3 lectures 08:39
Closed-Lost Reasons
05:37
Pass-Back to Marketing
01:38
What We Covered
01:24