Hubspot For Sales Professionals 2022 – Intensive Course

The most complete course about HubSpot for Sales by a HubSpot expert and bestseller instructor!

What you’ll learn
Master all HubSpot features relevant to Sales activities
Fully understand and work with the HubSpot CRM
Work with basic and advanced HubSpot sales features
Conquer the HubSpot Sales Hub 🙂
Requirements
No prerequisites. You also DON’T NEED to have a HubSpot account prior to this course (we will create a free account together)
Description
In this course, you will learn everything you need to know about HubSpot for Sales.Whether you are a sales professional looking to upskill, a professional working at a company that uses HubSpot, or a business owner looking to increase your revenue with smart marketing – this course will give you all the knowledge you need to sell better using HubSpot.We will focus on the HubSpot Sales Hub (that section of HubSpot where we create deals & sales proposals, manage revenue, and track sales activities). In this course, we also discuss the HubSpot CRM (including everything you need to know about contacts and HubSpot properties). Knowing how to use the CRM is CRUCIAL before you do any of the Sales stuff!Important: Differently from other courses out there, here you will learn all the features you can use BOTH inside of a FREE HubSpot account, as well as a PAID HubSpot account. This means that if you only have access to a FREE HubSpot account, you can skip the lessons about paid features.At the end of the course you will be able to:Effectively use the HubSpot CRM (add contacts to your HubSpot account, work with HubSpot properties to save info about your contacts, create custom properties, create lists to organize your database, and much more!)Communicate with your potential clients and customers by using emails, calls, and videoconferencesCreate high converting sales emails & templatesOrganize and monitor team tasks & performanceCreate a FREE HubSpot calendar widget to make it easy for your clients to book meetings with youRegister and keep handy all the information you have about contacts and what happened to themKeep track of your sales by using HubSpot Deals & Deal DashboardsBuild simple and effective sales proposals by using HubSpot QuotesBuild sales reporting dashboards to monitor the team’s performanceManage a sales team using HubSpotWork with HubSpot advanced sales features such as app integrations and basic HubSpot Sales AutomationThis course is quite intensive. Please note that the course duration you see here includes the OPTIONAL videos I added (they complement what you’ll learn, but you can skip them if you are in a rush). Also, you don’t need a paid HubSpot account for this course, but you need at least a free account. In the first section of the course, there’s a lecture explaining how you can get a free account just so that you can at least follow along with the course (in case you don’t have one yet).I am a certified HubSpot expert providing HubSpot account management services to companies from all over the world. I have 12 years of experience in Digital Marketing (4 workings exclusively with HubSpot) and love helping businesses and professionals grow by learning how to use smart automation systems such as HubSpot.This is 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 what were the actual possibilities of the HubSpot platform and now I finally do! 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.–ThalitaThis course is an independently developed course offered 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 me, Thalita Milan.

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 READ THIS before you start!

Section 2: HubSpot CRM overview (All lectures for FREE & PAID HubSpot Users)

Lecture 3 Intro to CRM – A HubSpot contact profile

Lecture 4 What are HubSpot properties + property categories

Lecture 5 The difference between default & custom properties

Lecture 6 How to create a custom property to save specific info about your contacts

Lecture 7 How to add contacts to HubSpot – manually adding one person

Lecture 8 How to import a list of contacts into HubSpot

Lecture 9 How to import a list of contacts + info about their companies

Lecture 10 Associate contacts with deals and companies

Lecture 11 Creating and using HubSpot lists to organize your contacts

Lecture 12 Organizing your database of… Companies!

Lecture 13 OPTIONAL – Where are your leads coming from? A few words on HubSpot Marketing

Lecture 14 OPTIONAL – Putting together a list of target accounts

Section 3: Make Sales with HubSpot! (All lectures for FREE & PAID HubSpot Users)

Lecture 15 Connect your inbox to HubSpot so that you can send emails to contacts

Lecture 16 Send a Sales email to a contact

Lecture 17 Send sales emails with just 2 clicks by using Templates

Lecture 18 Make your sales email look more professional – Add a signature!

Lecture 19 Save time with sales emails by using Snippets

Lecture 20 Doing a sales call with HubSpot

Lecture 21 Connect your calendar to HubSpot to organize client meetings

Lecture 22 Invite your contacts to a videoconference

Lecture 23 Add videoconference links to your meetings – Connect HubSpot with Zoom & others

Lecture 24 OPTIONAL – Email tracking made easier with the Sales Extension

Section 4: Register information about your contacts (All lectures for FREE & PAID users)

Lecture 25 Keep your calls, meetings, notes, and any other info safe and organized

Lecture 26 Need to remember to call a client? Create a task for yourself or team members

Lecture 27 Are contacts engaging with documents you send via email? Here’s how to find out

Section 5: Save time with meetings scheduling! (All lectures for FREE & PAID users)

Lecture 28 Automate meetings scheduling – Create your HubSpot Meeting Link for free

Lecture 29 Test your Meeting Link to ensure everything is ready to go

Lecture 30 Add your Meeting Link to external pages

Section 6: Make sales and track revenue with HubSpot Deals

Lecture 31 FREE & PAID – Intro to HubSpot Deals & a deal example

Lecture 32 FREE & PAID – What deals have to do with your business funnel

Lecture 33 FREE & PAID – Understand your HubSpot deals dashboard

Lecture 34 FREE & PAID – Create your first HubSpot deal

Lecture 35 FREE & PAID – Store all the information about your deals with Properties

Lecture 36 FREE & PAID – Customize your deal dashboard by editing deal stages

Lecture 37 FREE & PAID – Customize your deals dashboard overview by editing columns

Lecture 38 FREE & PAID – Deals can also be imported!

Lecture 39 FREE & PAID – OPTIONAL – Customize your deal dashboard views!

Lecture 40 FREE & PAID – OPTIONAL – Export your deals (or any other info, really!)

Lecture 41 PAID FEATURE – Create another Deals Pipeline

Lecture 42 FREE & PAID – Change your account CURRENCY

Lecture 43 PAID FEATURE – Make fields mandatory at deals creation

Section 7: Take your Sales proposals to the next level with HubSpot Quotes

Lecture 44 FREE & PAID – Create your first Quote

Lecture 45 FREE & PAID – Add Company Info to Quotes and other assets

Lecture 46 FREE & PAID -Get HubSpot to calculate your revenue – A better look at Line items

Lecture 47 PAID FEATURE – Create a Line Items library

Lecture 48 PAID FEATURE – Leverage e-signatures to make buyers sign your quotes faster

Lecture 49 PAID FEATURE – Set up Quote Approvals

Lecture 50 PAID FEATURE – Quote approvals part 2 – How it works from the backend

Section 8: Track your sales activities performance! Use HubSpot Reports

Lecture 51 FREE & PAID – Create a full dashboard of sales reports with just a few clicks

Lecture 52 PAID FEATURE – Learn how to customize your sales reports

Lecture 53 PAID FEATURE – Creating a basic contact-based report from scratch

Lecture 54 PAID FEATURE – Creating a basic report about deals on HubSpot

Lecture 55 OPTIONAL – PAID FEATURE – A few words on Funnel reports

Lecture 56 OPTIONAL – PAID FEATURE – A few words on Attribution reports

Section 9: Manage a Sales team with HubSpot

Lecture 57 FREE & PAID – Invite people to access your HubSpot account

Lecture 58 PAID FEATURE – Creating a user from a default role

Lecture 59 PAID FEATURE – Creating a Custom Role for user access

Lecture 60 FREE & PAID – Give someone full access to your account – the Super Admin Role

Lecture 61 PAID FEATURE – A few words on PAID Sales seats

Section 10: OPTIONAL – Advanced features from HubSpot Sales

Lecture 62 FREE & PAID – Synchronizing HubSpot with other tools part 1

Lecture 63 FREE & PAID – Synchronizing HubSpot with other tools part 2

Lecture 64 FREE & PAID – Issues when Synchronizing HubSpot with other tools part 3

Lecture 65 PAID – Setting up automated notifications for Deal Stage Changes

Lecture 66 PAID – Customizing Quote templates

Section 11: BONUS Section

Lecture 67 BONUS lecture

Sales professionals,HubSpot customers,Anyone considering using HubSpot for their business,Anyone interested on HubSpot!