Sales Hub Fundamentals: Representatives

• What We Cover

  During this live training, we explore productivity tools within HubSpot Sales Hub and how they can be leveraged within the sales process to drive efficiency and standardize best practices across a growing team.

  Highlights include:

  • Understanding how to easily navigate Deal records and record views 
  • Logging Activities and using tasks to stay on top of all of your lead engagements 
  • Building 1:1 email automation to maintain sales momentum
  • Leveraging the Tasks tool for effective time management
  • Boosting productivity and closing more leads with Tasks, Meetings, Sequences, Snippets, and Documents

• What to Expect (Agenda)

  • Tracking Progress: Learn how to leverage various stages and statuses in HubSpot to better visualize your leads, report on progress, and stay informed.
  • Logging Activities: Familiarize yourself with the various actions you can take with your leads and how to best log the details of each interaction clearly in throughout your database.
  • Managing Sales Tasks: Create saved views to surface and process your high priority lead follow-up using filters and tasks.
  • Productivity Tools: Learn ways to accelerate your sales cycle to close more deals, faster using HubSpot’s productivity tools.
  • Sales Performance: Familiarize yourself with the reporting tools you can use to keep your finger on the pulse of your sales process.

• What You'll Develop

  Each HubSpot training course is equipped with plenty of activities to help you apply what you have learned and keep you engaged from beginning to end. In this training course, you'll go through activities that will help you:

  • Network and reflect on your sale process
  • Log various activity types on your contacts/companies/deals
  • Navigate HubSpot records and views
  • Manage tasks and process using queues
  • Build email Templates and Sequences
  • Understand Meetings Links, Snippets, and Documents

• What Tools You'll See

  We design each HubSpot training to help you gain experience using Sales Hub tools as quickly and easily as possible. In this particular training you will see demos in the following areas:

  • HubSpot Records and Properties
  • Saved Filtered Views of Records
  • Tasks and Task Queues
  • Email Templates
  • Sequences (for automating sales emails)
  • Meetings Links
  • Snippets and Documents 
  • Analytics Tools

Cancellation Policy