Data Management
Effective data management is crucial for organizations to succeed in the modern data-driven landscape. It enables informed decision-making by providing accurate and reliable data for strategic planning and performance monitoring. Efficient data management practices streamline operations, improve productivity, and make sure employees can access the right information when needed. When it comes to today’s competitive landscape, data management is crucial to staying ahead. But, how do you get started? In this course, we’ll cover how to implement and customize your HubSpot account to fit the unique needs of your business. Along the way, we’ll review areas such as data governance, integration, and maintenance, so you have all the tools you need to set up a scalable process for your business.
What you'll learn
- The learner will be able to effectively solve for the data needs of their teams using HubSpot.
- The learners will be able to control the security and privacy of their user data in their HubSpot account.
- The learner will be able to troubleshoot common data and automation issues in their HubSpot account.
- The learner will be able to increase the amount of reportable data in their HubSpot account.
Includes
Contact Management Contact Management Contact Management Reporting & Performance
Instructors
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
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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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Securing Your HubSpot Data
Lesson - 39 min
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Lesson instructor: Jorie Munroe Your customers trust you to keep their information safe. Compliance with data protection regulations is essential, as non-compliance can lead to severe penalties and reputational damage. Data breaches can also result in significant financial losses through legal fees, forensic investigations, and potential lawsuits. In an era where cyber threats are ever-evolving, securing your business data is vital to avoid disruptions, prevent cyber-attacks, and enable quick recovery in the event of a breach. In this lesson, learn how to implement robust security measures in your HubSpot account. This will help ensure uninterrupted operations, while also protecting your brand reputation and safeguarding your competitive advantages.
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Troubleshooting Your HubSpot Data
Lesson - 33 min
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Lesson instructor: Jorie Munroe Data integrity is crucial. It forms the foundation for reliable decision-making, operational efficiency, regulatory compliance, and customer trust. Accurate data enables businesses to identify trends and develop effective strategies, leading to a higher ROI. In this lesson, learn how to identify and troubleshoot the most common data and automation issues in HubSpot. Dirty data can happen, but understanding how to respond effectively can keep your processes and teams running smoothly and your customers happy.
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