Learning HubSpot CRM

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David Rivers

1:20:56

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01 - Introduction

01 - Manage customer relationships for free with HubSpot CRM.mp4

00:47

02 - What you need to know.mp4

01:07

02 - 1. Get Started with HubSpot CRM

01 - What is CRM.mp4

01:36

02 - What HubSpot has to offer.mp4

03:49

03 - Launch the free HubSpot CRM.mp4

02:47

04 - Set language and region settings.mp4

03:58

05 - Connect your inbox to HubSpot.mp4

03:14

03 - 2. Create Contacts, Companies, and Deals

01 - Create contacts manually.mp4

04:13

02 - Import contacts.mp4

06:48

03 - Edit contact information.mp4

02:56

04 - Add and edit companies.mp4

04:01

05 - Adding new deals.mp4

06:30

06 - Updating deals.mp4

03:04

07 - Work with tasks.mp4

06:06

04 - 3. Track and Report

01 - Get to know the sales dashboard.mp4

05:16

02 - Work with reports.mp4

03:57

03 - Create and use snippets.mp4

04:01

04 - Work with email templates.mp4

05:16

05 - Make calls with the calling tool.mp4

02:18

06 - Work with the meetings tool.mp4

03:18

07 - Add and manage documents.mp4

04:52

05 - Conclusion

01 - Whats next.mp4

01:02

Description

Your success in sales depends on your ability to manage multiple customers, conversations, and activities. HubSpot is a powerful CRM that is designed to work seamlessly with the HubSpot sales, customer service, and marketing tools. It can help you sell better, market better, and gain more powerful insights from customer interactions. This course dives into the basics of using HubSpot CRM, and examines how to streamline the sales process with the management and automation tools. Learn how to connect HubSpot CRM to your email, create new contacts and deals, and use the full-featured dashboards and reports to understand the performance of your pipeline. Plus, discover how to use the meetings and document management tools to collaborate with customers and create more valuable, long-lasting engagements.

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CRM Customer Relationship Management

HubSpot

David Rivers

Instructor's Courses

Accomplished eLearning Author with over 200 courses live or archived at LinkedIn Learning / lynda.com. Professional Techincal Trainer and experienced Manager of Training Teams in various sectors. Author of numerous Computer Training Books and customized Video Tutorials. Specialties: Superior Presentation Skills Excellent Management Skills Expert knowledge of Office Automation Applications on Windows PCs and the Mac.

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LinkedIn Learning is an American online learning provider. It provides video courses taught by industry experts in software, creative, and business skills. It is a subsidiary of LinkedIn. All the courses on LinkedIn fall into four categories: Business, Creative, Technology and Certifications. It was founded in 1995 by Lynda Weinman as Lynda.com before being acquired by LinkedIn in 2015. Microsoft acquired LinkedIn in December 2016.