What training does On-Target! provide for staging the HubSpot CRM?

HubSpot CRM Training Outline

Total Estimated Training Time: 26 hours

Training Delivery Methods:

• Live Training Sessions: Interactive sessions with a trainer to cover core topics.
• Recorded Tutorials: Pre-recorded videos for self-paced learning.
• Hands-on Workshops: Practical sessions where users can practice using the CRM.
• Documentation and Guides: Providing detailed guides and documentation for reference.
• Ongoing Support: Offering continuous support and refresher training as needed.

By allocating these hours to each training module, new HubSpot CRM users will receive comprehensive training to effectively use the system and leverage its features.

Training Outline for a New HubSpot CRM User

1. Introduction to HubSpot CRM

   • Overview of HubSpot: Introduction to HubSpot’s platform and CRM capabilities.
   • User Interface Tour: Familiarize users with the HubSpot interface, including navigation, main sections, and key features.
     
     Timeframe: 1.5 hrs

2. Basic CRM Concepts

   • Contacts, Companies, and Deals: Explanation of core CRM objects.
   • Lifecycle Stages: Understanding customer journey stages in HubSpot.
     
     Timeframe: 1.5 hrs

3. Setting Up and Customizing Your HubSpot CRM

   • Profile and Preferences: Setting up user profiles, notifications, and preferences.
   • Custom Properties: Creating and managing custom properties for contacts, companies, and deals.
   • Views and Filters: Creating and using views and filters to organize data.
     
     Timeframe: 2.5 hrs
     

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4. Importing Data

   • Data Import Basics: How to import contacts, companies, and deals.
   • Data Mapping: Mapping data fields correctly during import.
   • Managing Data Quality: Tips for maintaining data accuracy and completeness.
     
     Timeframe: 2 hrs

5. Contact and Company Management

   • Creating and Managing Contacts: Adding new contacts, editing details, and managing contact records.
   • Company Records: Associating contacts with companies and managing company records.
   • Interaction Tracking: Logging calls, emails, notes, and activities.
     
     Timeframe: 2.5 hrs

6. Deal and Sales Pipeline Management

   • Creating Deals: Adding and managing deals in the CRM.
   • Sales Pipelines: Setting up and customizing sales pipelines.
   • Deal Stages: Understanding and using deal stages to track progress.
     
     Timeframe: 2 hrs

7. Task and Activity Management

   • Tasks and To-Dos: Creating and managing tasks.
   • Activity Tracking: Tracking emails, calls, and meetings.
     
     Timeframe: 1.5 hrs

8. Email and Communication Tools

   • HubSpot Email Integration: Connecting email accounts and using HubSpot’s email tools.
   • Templates and Snippets: Creating and using email templates and snippets.
   • Sequences: Setting up and managing email sequences for follow-ups.
     
     Timeframe: 1 hrs

9. Automation and Workflows

   • Basic Automation: Introduction to automation in HubSpot.
   • Creating Workflows: Setting up workflows for lead nurturing and task automation.
   • Workflow Best Practices: Tips for effective automation.
     
     Timeframe: 2.5 hrs

10. Reporting and Analytics

    • Dashboard Overview: Understanding HubSpot dashboards.
    • Standard Reports: Using built-in reports to track CRM performance.
    • Custom Reports: Creating custom reports to meet specific needs.
      
      Timeframe: 2.5 hrs
11. • Integration Overview: Introduction to HubSpot’s integration capabilities.
    • Popular Integrations: Overview of popular integrations (e.g., Gmail, Outlook, Slack).
    • Setting Up Integrations: Steps to connect third-party tools to HubSpot.
      
      Timeframe: 2 hrs

      HubSpot Integrations

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12. Best Practices and Advanced Tips

    • Data Hygiene: Maintaining clean and accurate data.
    • CRM Best Practices: Tips for maximizing CRM efficiency and effectiveness.
    • Advanced Features: Introduction to advanced features like lead scoring, sales forecasting, and advanced automation.
      
      Timeframe: 2 hrs

13. Q&A and Support

    • Live Q&A Session: Addressing specific user questions and scenarios.
    • Support Resources: Introducing HubSpot’s help center, community forums, and support channels.
      
      Timeframe: 1.5 hrs

Training Delivery Methods

• Live Training Sessions: Interactive sessions with a trainer to cover core topics.
• Recorded Tutorials: Pre-recorded videos for self-paced learning.
• Hands-on Workshops: Practical sessions where users can practice using the CRM.
• Documentation and Guides: Providing detailed guides and documentation for reference.
• Ongoing Support: Offering continuous support and refresher training as needed.

By following this comprehensive training outline, new HubSpot CRM users will be equipped with the knowledge and skills they need to effectively use the CRM system and leverage its full potential.