Introduction to CRM with HubSpot

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En este proyecto guiado, tú:

Create and edit new and existing contacts.

Create a deal and move contacts through the sales pipeline.

Create a marketing email and customize a report dashboard.

Clock2 hours
BeginnerPrincipiante
CloudNo se necesita descarga
VideoVideo de pantalla dividida
Comment DotsInglés (English)
LaptopSolo escritorio

In this project, we will develop and utilize a CRM in HubSpot and learn how to utilize our CRM to better grow and manage our business. HubSpot is a cloud-based customer relationship management (CRM) platform that can improve all aspects of your business. The HubSpot CRM is a launching pad to all other customer-facing teams as it houses all customer data ranging from contact information to detailed communication logs. HubSpot allows you to incorporate your sales, marketing, and customer service processes into one, all-inclusive platform with their CRM as the foundation. With its user friendly features, HubSpot allows you to easily manage and grow your customers as well as improve your business relationship with existing customers. Best of all, HubSpot’s CRM is completely free! With “Grow Better” as their mantra, HubSpot has mastered the CRM game. Also, as a platform, HubSpot is able to easily sync and work with other platforms which allows you to incorporate every aspect of your business to better streamline and manage your company. HubSpot is an invaluable tool that is sure to improve your company’s growth, productivity, and brand! Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

Habilidades que desarrollarás

Data ManagementMarketingCustomer Relationship Management (CRM)Customer ServiceSales Operations

Aprende paso a paso

En un video que se reproduce en una pantalla dividida con tu área de trabajo, tu instructor te guiará en cada paso:

  1. Create a HubSpot Account

  2. Create and Manage Contacts

  3. Create a Deal and Navigate the Sales Pipeline

  4. Design a Marketing Email

  5. Customize a Report Dashboard

Cómo funcionan los proyectos guiados

Tu espacio de trabajo es un escritorio virtual directamente en tu navegador, no requiere descarga.

En un video de pantalla dividida, tu instructor te guía paso a paso

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