HubSpot for Sales Professionals - Fundamentals course
What you'll learn
- Master all HubSpot features relevant to Sales activities
- Fully understand and work with the HubSpot CRM
- Work with basic and advanced HubSpot sales features
- Conquer the HubSpot Sales Hub :)
- No prerequisites. You also DON'T NEED to have a HubSpot account prior to this course (we will create a free account together)
In this course, you will learn everything you need to know about HubSpot for Sales.
Whether you are a sales professional looking to upskill, a professional working at a company that uses HubSpot, or a business owner looking to increase your revenue with smart marketing - this course will give you all the knowledge you need to sell better using HubSpot.
We will focus on the HubSpot Sales Hub (that section of HubSpot where we create deals & sales proposals, manage revenue, and track sales activities). In this course, we also discuss the HubSpot CRM (including everything you need to know about contacts and HubSpot properties). Knowing how to use the CRM is CRUCIAL before you do any of the Sales stuff!
Important: Differently from other courses out there, here you will learn all the features you can use BOTH inside of a FREE HubSpot account, as well as a PAID HubSpot account. This means that if you only have access to a FREE HubSpot account, you can skip the lessons about paid features.
At the end of the course you will be able to:
Effectively use the HubSpot CRM (add contacts to your HubSpot account, work with HubSpot properties to save info about your contacts, create custom properties, create lists to organize your database, and much more!)
Communicate with your potential clients and customers by using emails, calls, and videoconferences
Create high converting sales emails & templates
Organize and monitor team tasks & performance
Create a FREE HubSpot calendar widget to make it easy for your clients to book meetings with you
Register and keep handy all the information you have about contacts and what happened to them
Keep track of your sales by using HubSpot Deals & Deal Dashboards
Build simple and effective sales proposals by using HubSpot Quotes
Build sales reporting dashboards to monitor the team's performance
Manage a sales team using HubSpot
Work with HubSpot advanced sales features such as app integrations and basic HubSpot Sales Automation
This course is quite intensive. Please note that the course duration you see here includes the OPTIONAL videos I added (they complement what you’ll learn, but you can skip them if you are in a rush). Also, you don't need a paid HubSpot account for this course, but you need at least a free account. In the first section of the course, there's a lecture explaining how you can get a free account just so that you can at least follow along with the course (in case you don't have one yet).
I am a certified HubSpot expert providing HubSpot account management services to companies from all over the world. I have 12 years of experience in Digital Marketing (4 workings exclusively with HubSpot) and love helping businesses and professionals grow by learning how to use smart automation systems such as HubSpot.
This is one of my client testimonials:
I just completed the course - and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew what were the actual possibilities of the HubSpot platform and now I finally do! Thank you so much for this course! Tamara Biljman, Content Strategist
- Feel free to check out my website for more testimonials.
I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.
This course is an independently developed course offered by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to this course offered by me, Thalita Milan.
Who this course is for:
- Sales professionals
- HubSpot customers
- Anyone considering using HubSpot for their business
- Anyone interested on HubSpot!
Hi, I'm Thalita. I'm a Marketing Automaton enthusiast with 14+ years of experience in Digital Marketing. I've been working as a certified independent HubSpot consultant & trainer since 2018. I've helped more than 3000 people learn HubSpot for their jobs and businesses.
I love helping professionals upskill and businesses scale through Marketing Automation. When not working, I love climbing, hiking, and all things outdoors.
Please note that I am an independent HubSpot Consultant and my courses and services are not verified or endorsed by HubSpot Inc