Building Your Business With HubSpot Smart CRM
As a small business, you have a lot to balance: a never-ending list of to-dos, coupled with limited time and resources. Not to mention, managing your data is harder than it’s ever been before. So, the question arises: how are you supposed to grow your business while navigating challenges? Enter HubSpot’s CRM. HubSpot’s CRM is a platform that helps you organize your data. In this course, we’ll discuss key components of the platform, how to model your data in HubSpot, and how to create custom objects and properties.
Who is this for?
- Business Builders (aka Starter customer platform customers)
What you'll learn
- The learner will be able to transform their business data into reportable formats in HubSpot.
- The learner will be able to effectively solve for the data needs of their teams using HubSpot.
Includes
Reporting & Performance Operations
Instructors
Adriti Gulati
Adriti is an Inbound Professor focusing on all things customer service. Prior to HubSpot, Adriti worked at a non-profit educational program focusing on getting high school students into colleges and universities. She is passionate about ensuring education is accessible for all. Outside of work, Adriti can be found at your local Chinese restaurant, playing pickle ball, or hiking through southern California.
Jorie Munroe
Hailing from the wintry north of Vermont, Jorie is a data nerd in perpetual search of cheeky banter and caffeine. When not exploring with their husband and aussiedoodle, they're typically trying to keep their houseplants alive (and probably failing) and listening to a podcast about ghosts and ghouls. Sour candy connoisseur and wannabe mead-maker.
Curriculum
The Anatomy of Your CRM
Lesson - 49 min
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Lesson instructor: Jorie Munroe At the foundation of your HubSpot account is a database of your business relationships and processes, known as the CRM. But, without understanding how this database stores, validates, and formats the various pieces of your business data, it can be difficult to understand why HubSpot reporting tools work the way they do. In this lesson, we’ll review the concepts of objects, properties, event data, and more. By the end, you’ll be able to explain how data flows throughout your account and how to get started turning that data into insight.
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Configuring Your Data in HubSpot
Lesson - 50 min
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Lesson instructor: Jorie Munroe Today’s technological and competitive landscapes are changing rapidly, putting a strain on resources that are already limited. Businesses are being asked to adapt to changes faster than ever on leaner budgets. To do this, you need a smart CRM that’s easy to use and can adapt to your business needs. In this lesson, learn how to model, configure, and extend the capabilities of your HubSpot account. That way, you can empower your teams to build better data-informed relationships with your leads and customers.
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Next Steps for Building Your Business With HubSpot Smart CRM
Lesson - 5 min
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Lesson instructor: Adriti Gulati Complete our short 3-minute survey to help us improve our education.
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