HubSpot CRM Course: Certified HubSpot Specialist 2024

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Become a HubSpot Specialist, learn HubSpot CRM from scratch: Fundamentals, Features and Best Practices (June 2024)

1. Intro

1. Introduction

2. How best to learn this course

2. HubSpot Registration and Overview

1. Create a free HubSpot Account

2. HubSpot Free Account Overview

3.1 HubSpot Data (2).pdf

3. HubSpot Data Model

4. HubSpot Settings

3. HubSpot Tech Setup

1. Add your corporate email to Gmail as allias (Optional)

2. Personal settings Email and Calendar connection

3. Personal Settings Security and Notifications

4. Account Defaults Company info, Logo, Favicon, Colors and Font set up

5. Add Users and set up permissions

6. Connect your website

7. How to have a cleaner website visitor analytics.html

8. Security and Privacy & Consent

9. EU Users GDPR Compliance.html

10. Domain connection

11. Email settings

4. HubSpot CRM Implementation Integrations, Import, and more

1.1 Integration Types.pdf

1. Types of integrations in HubSpot

2. Facebook Ads integration

3. Linkedin Integration

4. App integration via Zapier

5. Create a custom property

6.1 Import - hubspot-crm-exports-all-contacts-2024-05-18.csv

6. Import Your Contacts

7. Check Import Errors

8. CRM tips and tricks Edit Properties in Bulk, Merge Duplicates

9. Chatspot AI Usage cases, Templates, Prompts

5. HubSpot CRM Implementation Marketing Hub

1.1 HubSpot CRM Team Alignment.xlsx

1. Lifecycle Stage Property and Alignment between your teams

2.1 Buyer Persona Tool.html

2. Start your Marketing Buyer Persona creation

3. Lists and Views Segment your audience

4. Add a nice pop-up form

5. Set up Blog and create a Blog Post with the help of AI

6. Work with Leads Landing Page creation

7. Add and set up an embedded form

8. Add a simple automation & Analyse the form submissions

9. Promote your Landing

10. Nurture Leads to Become MQL Segments, Lists, Insights

11. Never forget about these 2 things when having a nurturing campaign

12. Nurture Leads to become MQL

6. Sales Enablement

1. Woocommerce users Sync HubSpot with Woocommerce

2. Sales Qualified Lead Define your Lead Statuses and move ahead with activities

3. Define your Deal Stages, set up Deal Settings

4. Use calls to store and transcript in HubSpot

5. Documents

6. (Optional) Use Commerce Hub

7. (Optional) Chatbot and Conversation Inbox

8. Meeting Tool

9. Templates and Snippets

10. Use HubSpot tools via Gmail client

11. Task management

12. Customer Journey Showcase 1

13. Customer Journey Showcase 2

7. Service Hub Gain your promoters

1. Convert a Customer to your Business Advocate& Evangelist 13

2. Convert a Customer to your Business Advocate& Evangelist 23

3. Convert a Customer to your Business Advocate& Evangelist 33

4. Use ticketing system

8. Analytics and Recap

1. Create Marketing Dashboards & Reports

2. Create Sales Dashboards & Reports

3. Create Service Dashboard & Reports

4. Resume and next steps

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تولید کننده: Udemy