What is HubSpot CRM Training?

The HubSpot CRM Training is designed to provide learners with a thorough understanding of the HubSpot CRM platform, including its features, tools, and capabilities. This course focuses on practical applications such as managing contacts, automating workflows, and leveraging data-driven insights to optimise customer relationships and business processes.

Through hands-on exercises and real-world scenarios, learners will explore tools for lead tracking, reporting, email integration, and customer engagement. The training ensures learners can harness HubSpot CRM to align their sales and marketing efforts with organisational goals and improve team collaboration.

This comprehensive 1-day HubSpot CRM Training Course by Oakwood International equips learners to maximise the potential of HubSpot CRM, enhancing productivity and customer satisfaction.
 

Course Objectives:
 

  • To understand the fundamentals and benefits of HubSpot CRM
  • Learn how to set up and customise the CRM for specific business needs
  • To manage contacts, companies, and deals effectively
  • To explore tools for sales pipeline management and workflow automation
  • To leverage reporting and analytics features for data-driven decision-making
  • To integrate HubSpot CRM with marketing and service tools for seamless operations
  • To enhance team collaboration and streamline customer communication

Upon completion, learners will be equipped to use HubSpot CRM effectively, improving customer relationship management and operational efficiency.

Course Outline

HubSpot CRM Training

Module 1: Introduction to HubSpot CRM

  • What is CRM?
  • HubSpot CRM Features List
  • What HubSpot has to Offer?
  • Launch HubSpot CRM
     

Module 2: Create Contacts, Companies, and Deals

  • Create Contacts Manually
  • Import Contacts
  • Edit Contact Information
  • Add and Edit Companies
  • Adding and Updating Deals
     

Module 3: Track and Report

  • Work with Reports
  • Create and use Snippets
  • Work with Email Templates
  • Add and Maintain Documents

Included

Included

  • No course includes are available.

Offered In This Course:

  • vedio Video Content
  • elearning eLearning Materials
  • exam Study Resources
  • certificate Completion Certificate
  • study Tutor Support
  • workbook Interactive Quizzes
Individual Training

Individual Training fosters personal growth, enhances professional skills, and builds confidence.

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Corporate Training

Corporate Training improves employee skills, increases productivity, and aligns teams with company objectives.

Learning Options

Discover a range of flexible learning options designed to meet your needs. Select the format that best supports your personal growth and goals.

Online Instructor-Led Training

  • Live virtual classes led by experienced trainers, offering real-time interaction and guidance for optimal learning outcomes.

Online Self-Paced Training

  • Flexible learning at your own pace, with access to comprehensive course materials and resources available anytime, anywhere.

Build your future with Oakwood International

We empower you with the skills, knowledge, and confidence to excel in your career. Join us and take the first step towards realising your professional goals.

Frequently Asked Questions

Q. What topics are covered in the HubSpot CRM Training Course?

The course covers CRM setup, contact management, sales pipeline creation, workflow automation, reporting, and integration with other tools.

Q. How can this training benefit my career?

This training enhances your ability to manage customer relationships effectively, positioning you as a valuable asset in sales, marketing, and customer service roles.

Q. Is HubSpot CRM applicable across industries?

Yes, HubSpot CRM is widely used in technology, healthcare, retail, and education industries to improve customer engagement and operational efficiency.

Q. What support is provided during the training?

Learners receive comprehensive study materials, practical exercises, and expert guidance to ensure effective learning and application.

Q. Is this course suitable for beginners?

Yes, the course is designed for professionals at all levels. It starts with foundational concepts and progresses to advanced HubSpot CRM features.

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