Learn how to incorporate data driven decision making at your organization with the use of the HubSpot reporting tools.
This certification course consists of eight lessons that discuss data literacy, and HubSpot reporting tools across the CRM, Marketing Hub, CMS Hub, Sales Hub, and Service Hub. To showcase your knowledge, you'll be assessed with quizzes and worksheets at the end of each lesson.
At the end of the final lesson, you'll take a 60 question, multiple-choice exam and a hands-on practicum to earn your certification.
Overview
Syllabus
- Fundamentals of a Data-Driven Business
- Inbound is a constant balancing act between adapting to the needs of your customers and innovating to grow and scale your business. How do you know if you're being proactive enough? Is your personalization really resonating with leads, prospects, and customers? The answers lie in your data. In this lesson, learn how to plan and implement a data strategy that ensures your business goals and decisions are data-driven.
- Collecting Meaningful Business Data
- Integrations solve and simplify your need for new software as your business grows and evolves, and your needs change. You can power your business to achieve a wider range of tasks on your software as you enhance its functionality by leveraging integrations. In this lesson, learn when and how use integrations, the benefits of connecting your apps, and how this solves for your data needs down the line.
- Managing Your Business Data in HubSpot
- In today's world, it is easier than ever to start a company, but harder than ever to scale a company. As your business becomes more complex, so does the integrated stack of software you use. The sooner you think critically about how to manage your data, the easier it becomes to manage complexity down the road. In the lesson, learn how to clean and organize your data in HubSpot and how to build custom properties that scale with your reporting needs.
- Driving Growth with Attract Stage Reporting
- The best marketing teams explore new ideas and experiment on a regular basis. The impact of this data driven mindset gets diluted, however, when teams start looking for shortcuts to success. In this lesson, learn how to create impactful marketing experiments and use your HubSpot data to not only reach your customers, but optimize your content and connect with your sales team.
- Unlocking the Power of Engage Stage Reporting
- As the famous adage goes, what gets measured gets managed. But, how do you manage what you're measuring? Sales leaders consider more than 300 different metrics key to effective sales management. That can be pretty intimidating, especially if your team is just getting used to being data-driven. In this lesson, learn how to incorporate key metrics into your sales process and sell smarter using HubSpot reporting.
- Creating Momentum with Delight Stage Reporting
- Most of today's most successful emerging and growing companies are already heavily investing in customer success. To make your customers happy, you need to understand what customers expect of you. You need to understand the current state of your customer experience. In this lesson, learn how to connect with your customers, optimize your processes, and align with your marketing team using HubSpot reporting.
- Creating Custom Reports in HubSpot
- Your data is only as good as your ability to understand and communicate it. In this lesson, you’ll learn the basics of the reports builder, how the organization of data in HubSpot affects the reports you build, and some tips and tricks for determining the right report to fit your needs.
- Designing Compelling HubSpot Dashboards
- A business dashboard is an information management tool for tracking KPIs, metrics, and other key data points relevant to a business, department, or specific process. Dashboards simplify complex data sets to provide users with at-a-glance awareness of current performance through the use of visualization. In this lesson, learn how to effectively communicate to your key stakeholders through the creation and customization of your HubSpot dashboards.
- HubSpot Reporting Certification Practicum
- You've finished the course material for the HubSpot Reporting Certification. What comes next? Learn how to submit your practicum to get certified. Remember to leave your feedback in the course survey!
