Corporate HubSpot CRM Training Course

1. What is CRM?

• Customer Relationship Management explained
• Benefits of using a CRM system

2. HubSpot CRM features list

• Contact management features 
• Deal pipeline management 
• Company tracking 
• Integrations with other HubSpot tools 
• Reporting & analytics

3. What HubSpot has to offer?

• Free vs Paid plans and their features
• User interface and navigation overview
• Benefits of using HubSpot CRM specifically

4. Launch HubSpot CRM

• Logging in and accessing the CRM platform
• Setting up your user profile and preferences

1. Create contacts manually

• Adding basic contact information
• Assigning contacts to owners and teams

2. Import contacts

• Uploading contacts from a CSV file
• Matching data fields during import
• Handling duplicates during import

3. Edit contact information

• Updating existing contact details
• Adding and removing contact information fields
• Maintaining data accuracy and hygiene

4. Add and edit companies

• Creating new company profiles
• Associating contacts with companies

5. Adding and updating deals

• Creating new deals
• Setting deal stages and pipelines
• Assigning deal value and close dates
• Tracking deal progress and activity

1. Work with reports

• Building custom reports on sales data
• Using pre-built reports for quick insights
• Scheduling reports for automated delivery

2. Create and use snippets

• Building reusable templates for frequently used email content
• Using snippets to personalize email communication

3. Work with email templates

• Creating email templates for sales outreach
• Using personalization tokens in email templates
• Scheduling and sending email campaigns

4. Add and maintain documents

• Uploading and storing sales documents 
• Sharing documents with contacts and colleagues