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.
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
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.
Introduction
1
Introduction
CRM Essentials
1
HubSpot CRM Essentials
Prospecting Tools
1
Sales Calls
2
[Walkthrough] How to Make a Sales Call from the Contact Record
3
Sales Templates
4
[Walkthrough] How to Create a Sales Template
5
[Walkthrough] How to Use a Sales Template When Sending an Email
6
Sequences
7
[Walkthrough] How to Create a Sequence
8
[Walkthrough] How to Enroll a Contact into a Sequence
9
[Walkthrough] How to Bulk Enroll Contacts into a Sequence
10
Snippets
11
[Walkthrough] How to Create a Snippet
12
[Walkthrough] How to Use a Snippet
Ensuring MQLs Get Contacted
1
Using Filters: Identify a Particular Type of Person
2
Using Filters: Take the Buyer's Context into Account
3
Using Filters: Give Your Rep a Specific Action to Take
4
Saved Filters
5
Turning Your Action Statement into a Saved Filter
6
Finishing Touches
7
Default & Favorite Views
8
Task Queues
Nailing Your Sales Process
1
Deal Stages
2
Focusing on Essential Steps
3
Converting Your Sales Process into Deal Stages
4
Requiring Properties at Certain Stages
Closing the Loop
1
Closed-Lost Reasons
2
Pass-Back to Marketing
3
What We Covered
You can view and review the lecture materials indefinitely, like an on-demand channel.
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!
Community
- Connect
- Jobs
- Events
- Forums
- Groups
For Professionals
- List Item #1
- List Item #2
- List Item #3
For Businesses
- List Item #1
- List Item #2
- List Item #3
Partnership Opportunities
- Sponsorships
- Advertise with us
- List your Business
- List your Event
- List your Course