HubSpot Onboarding Updated April 2023

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Commercient SYNC

4:59:24

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1 - Introduction

1 - Introduction.mp4

01:22

2 - Unit 1 Initial HubSpot Setup

1 - Unit 1 Quiz.html

2 - Unit 1.mp4

15:59

2 - Unit-1-Additional-Resources.pdf

3 - Unit 2 Importing Data

2 - Unit 2 Quiz.html

3 - Unit 2 Part 1.mp4

17:46

3 - Unit-2-Additional-Resources.pdf

4 - Unit 2 Part 2.mp4

10:53

4 - Unit 3 Technical Set up

3 - Unit 3 Quiz.html

5 - Unit 3.mp4

21:45

5 - Unit-3-Additional-Resources.pdf

5 - Unit 4 Templates and Automation

4 - Unit 4 Quiz.html

6 - Unit 4 Templates and Automation.mp4

20:48

6 - Unit-4-Additional-Resources.pdf

6 - Unit 5 Tasks Lists and Forms

5 - Unit 5 Quiz.html

7 - Unit 5 Tasks Lists and Forms.mp4

12:57

7 - Unit-5-Additional-Resources.pdf

7 - Unit 6 Final Technical Setup

6 - Unit 6 Quiz.html

8 - Unit 6 Final Technical Setup.mp4

13:56

8 - Unit-6-Additional-Resources.pdf

8 - Unit 7 Lifecycles and Personas

7 - Unit 7 Quiz.html

9 - Unit 7 Lifecycle and Personas.mp4

11:36

9 - Unit-7-Additional-Resources.pdf

9 - Unit 8 Hub Specific features

8 - Unit 8 Sales Hub Quiz.html

9 - Unit 8 Marketing Hub Quiz.html

10 - Sales Hub 1.mp4

21:37

10 - Unit-8-Sales-Part-1-Additional-Resources.pdf

11 - Sales Hub 2.mp4

19:43

11 - Unit-8-Sales-Part-2-Additional-Resources.pdf

12 - Marketing Hub 1.mp4

15:21

12 - Unit-8-Marketing-Part-1-Additional-Resources.pdf

13 - Marketing Hub 2.mp4

28:09

13 - Unit-8-Marketing-Part-2-Additional-Resources.pdf

14 - Marketing Hub 3.mp4

15:26

14 - Unit-8-Marketing-Part-3-Additional-Resources.pdf

15 - Service Hub.mp4

19:46

15 - Unit-8-Service-Hub.pdf

10 - Unit 9 Reporting and Dashboards in HubSpot

10 - Unit 9 Quiz.html

16 - Unit 9 Reports and Dashboards.mp4

10:44

16 - Unit-9-Additional-Resources.pdf

11 - Unit 10 Implement your HubSpot into your business processes

17 - Unit 10 Incorporate HubSpot.mp4

18:04

12 - Unit 11 User Training

18 - Sales User Training Part 1.mp4

15:20

18 - Unit-10-Sales-Training.pdf

19 - Sales User Training Part 2.mp4

08:12

19 - Unit-10-Sales-Training.pdf

Description

Hubspot 101: Learn about Quotes, Sequences, Marketing features and more!

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

Who is this for?

HubSpot Champions

HubSpot Super Admins

New to HubSpot

HubSpot Sales Users

HubSpot Marketing Users

HubSpot Beginners

HubSpot New Users

Starting out with HubSpot

What You Need to Know?

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.

More details

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,Â 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.Â 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, every Wednesday at 12 pm EST.
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

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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.

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