HubSpot CRM - How to Get the Most Out of Your HubSpot CRM

Description

In this course, Alexi Leimbach will teach you the most efficient ways to use and optimize your HubSpot CRM for quick and effective sales outreaches and prospecting efforts. This will include learning how to best use the HubSpot prospecting tools, filtered views, productivity tools, and deal stages to ultimately align and customize them to match your specific sales process and business model. Alexi Leimbach is the Director of Marketing at Xcellimark, Co-Leader of the Orlando HubSpot User Group (HUG), and a Certified HubSpot Trainer.

What You Will Learn!

• HubSpot CRM Essentials
• HubSpot Prospecting Tools: Sales Calls, Templates, Sequences & Snippets
• Create, Save & Use Filtered Views for Identifying Sales Opportunities
• Create & Use Task Queues for Greater Efficiency & Productivity
• Create & Customize Contact Properties
• Create & Customize Lead Statuses
• Optimize & Update Deals & Deal Stages
• Identify Reasons Deals Were Won, Lost
• Identify Reasons to Pass Leads Back to Marketing

Who Should Attend!

• HubSpot Users

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