Hubspot CRM Training and Certification in Metro Manila, Philippines

HubSpot CRM training provides participants with the knowledge to effectively manage customer relationships and streamline sales processes. The course covers core features like contact management, deal tracking, and task automation to enhance productivity. Learners explore tools for email marketing, reporting, and analytics to better understand customer interactions. Advanced topics may include customizing dashboards, integrating third-party applications, and setting up workflows for lead nurturing. By the end of the training, participants can confidently use HubSpot CRM to drive growth and improve team collaboration.

Introduction and Core Features

1. Overview of HubSpot CRM

• Introduction to CRM and HubSpot's features.

• Setting up and configuring your HubSpot account.

• Hands-on exercise

2. Contact and Deal Management

• Adding, organizing, and managing contacts.

• Tracking deals and managing sales pipelines.

• Hands-on exercise

3. Email Campaigns and Templates

• Designing email campaigns using HubSpot tools.

• Creating reusable email templates.

• Hands-on exercise

4. Activity Tracking and Task Management

• Logging activities, notes, and calls.

• Managing tasks and reminders.

• Hands-on exercise

Advanced Tools and Customization

5. Automation and Workflows

• Introduction to automation and workflows.

• Setting up workflows for lead nurturing and task automation.

• Hands-on exercise

6. Reporting and Analytics

• Generating custom reports and dashboards.

• Analyzing sales and marketing performance.

• Hands-on exercise

7. Integrations and Customizations

• Integrating HubSpot CRM with third-party tools (e.g., Gmail, Slack).

• Customizing fields, properties, and pipelines.

• Hands-on exercise

8. Best Practices and Q&A

• Tips for maximizing the potential of HubSpot CRM.

• Addressing specific organizational use cases.