HubSpot Onboarding *Updated*
What you'll learn
- How to install HubSpot CRM
- How to Setup your HubSpot fast
- How to Setup your HubSpot Sales Hub
- How to use HubSpot Sales Hub
- How to Setup your HubSpot Marketing Hub
- How to use HubSpot Marketing Hub
- How to implement HubSpot Sales Hub Features
- How to implement HubSpot Marketing Hub Features
- How to Manage contacts in HubSpot Sales Hub
- How to Manage contacts in HubSpot Marketing Hub
Requirements
- No CRM or HubSpot experience needed. This comprehensive course will teach you about each tool HubSpot offers and provide strategies to incorporate those tools into daily business processes.
- You'll need a computer, Internet access, and all the willingness to learn all you need to know about HubSpot and how to use it like a Pro.
Description
Learn HubSpot fundamentals fast. This course covers strategy, implementation and daily use of HubSpot CRM and is intended for brand new HubSpot implementation and is delivered by a HubSpot Certified Trainer and HubSpot Diamond Solutions Partner. The Hub features included are the Marketing, Sales, and Service Hub at the Professional subscription level. Topics include basic setup, like adding users, setting user permissions, security and org default settings. Then, the 11 unit course contains 15 lectures that cover all the main HubSpot CRM tools. The material includes both basic features, like Contacts, Companies, Products, Deals and Quotes and evolves to provide understanding of more advanced HubSpot features like Playbooks, Snippets, Sequences, Workflows, Reports, HubSpot Payments, the App Marketplace and more! Learn what the tool is, why it may be useful to incorporate, if the tool has any limitations and how to use it! The final two units includes training materials for the daily users in HubSpot so they can hit the ground running in your new HubSpot org and lecture detailing different methods people use to incorporate HubSpot into daily processes. Each unit is comprised of three elements to enhance your learning: the lectures, step by step instructions for each part of HubSpot and interactive demos that allow you to try the steps in a risk free environment. The course also gains you access to Commercient Onboarding Office Hours with 1:1 breakout rooms, every Wednesday at 12 pm EST. Additional times are available upon request.
Who this course is for:
- HubSpot Champions
- HubSpot Super Admins
- New to HubSpot
- HubSpot Sales Users
- HubSpot Marketing Users
- HubSpot Beginners
- HubSpot New Users
- Starting out with HubSpot
Instructor
Commercient SYNC makes ERP and CRM data integration simple, quick, and efficient. Over the years we’ve helped companies of all sizes integrate their ERP data with their CRM system, helping businesses become more efficient.
Our SYNC integration has grown to over 110+ systems, including Sage, QuickBooks, Acumatica, Epicor, SAP, SYSPRO and many others. With our ERP and CRM integrations, your data is synced to both systems in real time without the need for manual data entry, or the risk of human errors.
Our integrations are easy to implement and don’t require ETL, mapping, or coding, which reduces integration costs by up to 80%. The number of ERP’s and CRM’s is always growing so our customers can harness the power of the cloud for more productivity, efficiency, and revenue.