How does On-Target! conduct a "Just the Basics" HubSpot Sales Pro training?

HubSpot Sales Pro Just the Basics Training

sales-process-training-headerAbbreviated "Just the Basics" Training Agenda for HubSpot Sales Pro

1. Introduction to HubSpot Sales Pro

Overview of HubSpot Sales Pro (0.5 hours)

  • Objective: Understand the capabilities of HubSpot Sales Pro.
  • Topics Covered:
    • Key features and benefits of HubSpot Sales Pro.
  • Activities:
    • Watch an introductory video on HubSpot Sales Pro.

2. User Interface Tour

User Interface Tour (0.5 hours)

  • Objective: Familiarize users with the HubSpot Sales Pro interface.
  • Topics Covered:
    • Main navigation menu.
    • Dashboard layout and components.
  • Activities:
    • Interactive walkthrough of the HubSpot Sales Pro interface.

3. Contact and Company Management

Creating and Managing Contacts (0.5 hours)

  • Objective: Effectively manage contact records.
  • Topics Covered:
    • Adding new contacts.
    • Editing contact details.
    • Associating contacts with companies.
  • Activities:
    • Add and edit contact records.
    • Associate contacts with companies.

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4. Deal and Sales Pipeline Management

Creating Deals (0.5 hours)

  • Objective: Manage deals effectively.
  • Topics Covered:
    • Adding new deals.
    • Editing deal details.
  • Activities:
    • Create and update deal records.

Sales Pipelines (0.5 hours)

  • Objective: Set up and manage sales pipelines.
  • Topics Covered:
    • Creating and customizing sales pipelines.
    • Managing pipeline stages.
  • Activities:
    • Set up a sales pipeline.
    • Customize pipeline stages.

5. Task and Activity Management

Tasks and To-Dos (0.5 hours)

  • Objective: Manage tasks effectively.
  • Topics Covered:
    • Creating tasks.
    • Assigning and tracking tasks.
  • Activities:
    • Create and assign tasks.

6. Email and Communication Tools

HubSpot Email Integration (0.5 hours)

  • Objective: Integrate email with HubSpot.
  • Topics Covered:
    • Connecting email accounts.
    • Sending emails from HubSpot.
    • Tracking email interactions.
  • Activities:
    • Connect an email account.
    • Send and track emails.

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Templates and Snippets (0.5 hours)

  • Objective: Use email templates and snippets.
  • Topics Covered:
    • Creating email templates.
    • Using snippets for quick responses.
  • Activities:
    • Create and use email templates and snippets.

7. Sequences

Sequences (0.5 hours)

  • Objective: Automate follow-up emails.
  • Topics Covered:
    • Setting up email sequences.
    • Enrolling contacts in sequences.
    • Managing and analyzing sequences.
  • Activities:
    • Create and manage an email sequence.

8. Meeting Scheduling

Meeting Scheduling (0.5 hours)

  • Objective: Schedule meetings efficiently.
  • Topics Covered:
    • Setting up meeting links.
    • Integrating with calendars.
    • Booking meetings.
  • Activities:
    • Create a meeting link.
    • Schedule a test meeting.

9. Reporting and Analytics

Dashboard Overview (0.5 hours)

  • Objective: Understand HubSpot dashboards.
  • Topics Covered:
    • Dashboard components.
    • Customizing dashboards.
  • Activities:
    • Create and customize a dashboard.

10. Q&A and Support

Live Q&A Session (0.5 hours)

  • Objective: Address user questions.
  • Topics Covered:
    • Open Q&A session.
  • Activities:
    • Participate in a live Q&A session.

Total Estimated Training Time: 6 hours

This abbreviated training agenda covers the essential elements of HubSpot Sales Pro, providing new users with a solid foundation to start using the platform effectively for sales management.

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