What you'll learn:
- Build and manage HubSpot Workflows to automate sales tasks and processes.
- Use HubSpot Sales Sequences to automate contact outreach and prospecting.
- Build complex Workflows with branching logic to create personalized journeys based on contact actions or attributes.
- Create and customize HubSpot sales reports to measure performance.
- Create Workflows for sales tracking and deals management.
HubSpot Sequences, Workflows & Analytics for Sales is designed to empower you with the essential tools needed to streamline sales processes through Automation and Reporting.
If you’re already familiar with HubSpot’s CRM basics and are ready to maximize sales efficiency, this course dives into the core of HubSpot’s automation and analytics features for sales, including Sequences, Workflows, and Reporting.
Whether you're a sales professional looking to improve your follow-up process or a business owner wanting to track and enhance sales performance, this course will guide you in implementing HubSpot's sales automation and reporting functionalities.
By the end of this course, you will be able to:
Master HubSpot Sales Automation:
Understand the key elements of a Workflow—triggers and actions—and how to set them up to automate sales tasks.
Work with Sales Sequences to automate prospect outreach and follow-up.
Implement workflows to handle recurring sales tasks, from sending emails to setting reminders and assigning deals.
Work with both contact-based and deal-based Workflows (highly relevant to Sales)!
Create and Customize Sales Workflows:
Use branching logic to split workflows into different journeys, personalizing sales interactions based on actions prospects take (e.g., document views, email responses, or meeting bookings), as well as their attributes.
Set up advanced actions to automate complex processes
Implement conditional workflows to dynamically adjust contact journeys based on real-time engagement, ensuring every lead receives timely and relevant follow-up.
Build Effective Sales Reports:
Create dashboards and reports tailored for sales to track your team’s performance metrics.
Customize reports to gain insights into lead activity, conversion stages, and deal progression.
Explore advanced report types, such as customer journey reports and funnel reports, to optimize your sales process.
Monitor and Enhance Sales Performance:
Measure the effectiveness of your workflows and sequences with HubSpot’s analytics.
Identify areas of improvement and adjust your sales strategy by leveraging HubSpot's reporting tools.
Attention:
To get the most from this course, you’ll need access to HubSpot Sales Sequences, Workflows, and Custom Reports.
This is not a beginner-level course. If you’re new to HubSpot, I recommend beginning with an introductory course on HubSpot basics. Check out my HubSpot for Beginners course on Udemy if you need foundational knowledge before diving into automation and analytics.
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I am a certified HubSpot expert, providing HubSpot account management and training services to companies worldwide since 2018. Here’s one of my client testimonials:
"I just completed the course - and my only reaction is: WOW! Super valuable for entrepreneurs, consultants (such as myself), and small businesses. Thalita successfully managed to transfer her rich knowledge in a meticulous manner. This course is easy to comprehend and incorporate into your business strategy. I honestly never knew the actual possibilities of the HubSpot platform (free version) and now I finally do! I can't wait to start using it to its full extent! Thank you so much for this course!" - Tamara Biljman, Content Strategist
Feel free to check out my website for more testimonials. I take pride in assisting my students and coaching clients throughout the learning journey, so feel free to ask me any questions at any time during the course.
This is an independently developed course by Thalita Milan and has not been created, endorsed, or verified by HubSpot, Inc. HubSpot, Inc. shall not have any liability with respect to this course offered by Thalita Milan.
