About the Course

Welcome to Mastering HubSpot CRM for Sales Success. This is a hands on training course designed specifically for new team members at AcuSpray. This course provides a comprehensive walkthrough of HubSpot's CRM platform, equipping you with the essential skills to succeed in a sales-focused environment.  Through practical lessons, you'll learn how to navigate the HubSpot dashboard, manage leads and deals, organize contact and company records, and effectively track all customer interaction. You'll also gain insight into key CRM tools such as tasks, playbooks, message templates, and pipeline management, ensuring you're ready to hit the ground running. 

Course Curriculum

8 Chapters · 43 Lessons

  1. 1

    Chapter 1: Introduction to HubSpot CRM

    1. (Included in full purchase)

      1:1 What is A CRM and Why Does it Matter

    2. (Included in full purchase)

      1:2 HubSpot Dashboard Overview

    3. (Included in full purchase)

      1:3 Sidebar Walkthrough & CRM Capabilities

    4. (Included in full purchase)

      1:4 Sales Pipeline Overview

  2. 2

    Chapter 2: Using the Sales Pipeline

    1. (Included in full purchase)

      2:1 Contacts Overview

    2. (Included in full purchase)

      2:2 Creating A Contact

    3. (Included in full purchase)

      2:3 Companies Overview

    4. (Included in full purchase)

      2:4 Creating a Deal from a Contact

    5. (Included in full purchase)

      2:5 Managing a Deal

    6. (Included in full purchase)

      2:6 Understanding Pipeline Stages

    7. (Included in full purchase)

      2:7 Moving Deals Through the pipeline

    8. (Included in full purchase)

      Chapter 2 Quiz

    9. (Included in full purchase)

      What is A Ticket

  3. 3

    Chapter 3: Working Inside the Deal Record

    1. (Included in full purchase)

      3:1 Overview of the Deal Record

    2. (Included in full purchase)

      3:2 Understanding the Left Panel

    3. (Included in full purchase)

      3:3 The Activity Timeline

    4. (Included in full purchase)

      3:4 Communication Tools in the Tool Bar

    5. (Included in full purchase)

      3:5 Utilizing the Right Sidebar

    6. (Included in full purchase)

      3:6 Maintaining a Clean Deal Record

    7. (Included in full purchase)

      Chapter 3 Quiz

  4. 4

    Chapter 4: Customer Communication Tools

    1. (Included in full purchase)

      4:1 Making Calls with HubSpot

    2. (Included in full purchase)

      4:2 Using Call Scripts

    3. (Included in full purchase)

      4:3 Logging Calls, Notes, and Activities

    4. (Included in full purchase)

      4:4 Setting Tasks

    5. (Included in full purchase)

      4:5 Using Templates and Saved Emails

    6. (Included in full purchase)

      4:6 Attaching and Sending Quotes through HubSpot

    7. (Included in full purchase)

      4:7 Tracking Customer Responses and Engagement

    8. (Included in full purchase)

      4:8 Creating an Email Template

    9. (Included in full purchase)

      4:9 Creating Mass Emails

    10. (Included in full purchase)

      Chapter 4 Quiz

  5. 5

    Chapter 5: Supporting Clients and Closing Deals

    1. (Included in full purchase)

      5:1 Handling Customer Tickets

    2. (Included in full purchase)

      5:2 Finalizing Sales and Closing Deals

    3. (Included in full purchase)

      5:3 Post-Sale Communication

    4. (Included in full purchase)

      5:4 Maintaining Customer Relationships

    5. (Included in full purchase)

      5:6 Reporting and Review

    6. (Included in full purchase)

      Chapter 5 Quiz

  6. 6

    Chapter 6: Review, Best Practices, and Ongoing Development

    1. (Included in full purchase)

      6:1 Reviewing Your Pipeline and Deals

    2. (Included in full purchase)

      6:2 Maintaining Accurate Data

    3. (Included in full purchase)

      6:3 Common Mistakes and How to Avoid Them

    4. (Included in full purchase)

      6:4 Continuous Learning and Improvement

    5. (Included in full purchase)

      Chapter 6 Quiz

  7. 7

    Final Course Closing

    1. (Included in full purchase)

      Congratulations!

  8. 8

    Glossary of Terms: HubSpot CRM for Sales Success

    1. (Included in full purchase)

      HubSpot Glossary – Sales Operations and CRM Terms