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Sales Hub Fundamentals

Enable your sales team to succeed by setting up and optimizing your sales process within HubSpot, and learning which tools they can use to efficiently organize and communicate with leads.

Course Information

Who this Course is Best For

  • Role: Sales professionals responsible for defining internal sales processes, enabling team productivity, and reporting on success.
  • Subscription: Sales Professional, Sales Enterprise
  • Recommended: New Sales Hub Users

2021 Dates

Eastern Time Options:
  • June 4 

Central Time Options:

  • June 29 

Mountain Time Options:

  • June 9 

 


Pacific Time Options:
  • June 14 

Central European Time Options:

  • June 9 - Delivered in Spanish

Greenwich Mean Time Options:

  • June 17 
  • July 1 


Hong Kong Time Options: 

  • No Longer Offered
Australian Eastern Time Options:
  • No longer offered

New Zealand Time Options: 

  • No longer offered

Enroll Now

Course Details

  • Learn to use HubSpot to:

    • Optimize and automate your sales process within Deal Pipelines
    • Store lead information and track outreach efforts within Contacts and Deals
    • Report on revenue and performance with Sales Analytics
    • Boost productivity and close more leads with Tasks, Meetings, Sequences, Snippets, and Documents
    1. Pipeline Management
      Use HubSpot deal records and pipelines to forecast and track the progress of potential sales over time. Learn best practices for defining your deal stages.

    2. Tracking Progress:
      Learn how to leverage various stages and statuses in HubSpot to better visualize your leads, report on progress, and stay informed.

    3. Deal Automation
      Define the required data entry and automation steps in your deal pipeline by managing your deal settings.

    4. Deal Settings
      Define the required data entry and automation steps in your deal pipeline by managing your deal settings.

    5. 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. 

    6. Managing Sales Tasks
      Create saved views to surface and process your high priority lead follow-up using filters and tasks. 

    7. Productivity Tools
      Learn ways to accelerate your sales cycle to close more deals, faster using HubSpot’s productivity tools.

    8. Sales Performance
      Familiarize yourself with the reporting tools you can use to keep your finger on the pulse of your sales process.
  • 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
    • Navigate HubSpot records and views
    • Manage tasks and process using queues
    • Evaluate your deal stages
    • Manage your Deal settings and deal stage automation. 
    • Build email Templates and Sequences
    • Understand Meetings Links, Snippets, and Documents
    • Build a custom report 
  • We design each HubSpot training to help you gain experience in your Sales Hub tools as quickly and easily. 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
    • Deal Settings
    • Deal Stage Automation
    • Email Templates
    • Sequences (for automating sales emails)
    • Meetings Links
    • Snippets and Documents 
    • Custom Reporting and Analtyics Tools

Cancellation Policy

  1. classroom

    Our Trainers

    You’ll love the hands-on approach of every training. A dedicated HubSpot professional will guide you through your sales tools and strategies. Each trainer is engaging, talented, and, most importantly, here to help you reach your full potential as a HubSpot user.
     
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  • The Trainers were exceptional: Extremely knowledgeable, upbeat and supportive. The material covered all the right areas and the examples were spot on.

    Jackie

    Founder/Senior Consultant

    Bumplogic

  • You get much more than if you had just scanned through the documentation online. It was an excellent use of my time, even after taking it before. Great job. I honestly wouldn't change anything. Thanks!

    Alyssa

    Senior Director of Marketing

    The Energy Project

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