Learn to effectively manage customer relationships with a beginner-friendly video tutorial that demonstrates the essential features of HubSpot's free CRM platform. Master contact management by importing and organizing leads, send personalized emails directly through the platform, and create actionable tasks to stay on top of follow-ups. Explore deal creation and pipeline management techniques while discovering how to customize properties for your specific business needs. Gain valuable insights into sales forecasting and reporting capabilities to make data-driven decisions. Through practical step-by-step guidance, transform basic spreadsheet-based lead tracking into a streamlined sales process that helps capture more opportunities and boost productivity.
Overview
Syllabus
Introduction
Get HubSpot CRM
Contact management
Import contacts
Sending emails
Task management
Create deals
Sales pipeline
Customize properties
Reporting & forecasting
Wrap up
Taught by
Kevin Stratvert
