Smart CRM Essentials
Your Customer Relationship Management (CRM) system is the beating heart of your business. It serves as the central connector for your data, teams, and customers, allowing them to manage their daily activities and priorities effectively.
In this three-part workshop series, you’ll learn how to import records, customize layouts, and connect your data in HubSpot Smart CRM. No matter your role in marketing, sales, service, or operations, you’ll gain the essentials to achieve your business goals.
Upcoming Workshop Series:
- February 10, 11, 12
- February 24, 25, 26
- March 17, 18, 19
- March 31, April 1, 2
Sales Hub Essentials
Sales teams have more responsibilities and challenges than ever, while still needing to hit their sales quotas.
In this three-part workshop series, you’ll learn how to streamline your sales systems and processes, and build a better pipeline to close more deals, faster. Your sales reps will be empowered to prospect effectively, freeing them from time consuming manual tasks to focus on what really matters — selling.
Upcoming Workshop Series:
- February 17, 18, 19
- March 24, 25, 26
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Marketing Hub Essentials
Marketers are juggling more campaigns under increasing pressure, with no signs of slowing down. Marketing Hub is the all-in-one marketing automation software that unifies customer insights through our Smart CRM.
In this three-part workshop series, you’ll learn how to set your team up for success (i.e. importing data, customizing account defaults, connecting domains), tailor offers and messages to the right audience with lead generation and nurturing tools, and measure and optimize your marketing efforts.
Upcoming Workshop Series:
- February 24, 25, 26
- March 31, April 1, 2
Service Hub Essentials
Customer service teams face increasing expectations to deliver exceptional experiences while efficiently managing growing support volumes. Service Hub integrates seamlessly with your Smart CRM to create a unified customer service solution.
In this three-part workshop series, you’ll learn how to use Service Hub with your Smart CRM to deliver efficient, high-quality support. Set up ticket pipelines, enable customer self-service with knowledge bases and chatbots, and use feedback tools and health scores to boost retention and loyalty.
Upcoming Workshop Series:
- March 3, 4, 5
- April 7, 8, 9