Marketing Automation CRM
Adopt MARKETING AUTOMATION
and drive growth for empowering business success
Adopt MARKETING AUTOMATION
and drive growth for empowering business success
Learning Needs
LEARNING NEEDS
CRM facilitates targeted growth and streamlined operations by enhancing customer insights, tailoring offerings, and boosting satisfaction. It efficiently manages tasks, automates processes, and saves time. Maximize sales opportunities through data-driven strategies to strengthen client relationships, nurture leads, and outpace competitors.
HubSpot offers an integrated platform for marketing, sales, and customer service, fostering seamless communication and streamlined operations. With features like lead management, email marketing, and analytics, HubSpot empowers businesses to enhance customer relationships, drive growth, and maximize efficiency.
Knowledge:
- HubSpot CRM’s significance in modern
marketing. - Organization of contacts and companies
using custom properties and dynamic lists. - Design and management of tailored sales
pipelines. - Integration techniques and effective lead
capture in HubSpot CRM. - Ticket and case management for superior
customer support.
Skills:
- Apply HubSpot CRM for sales optimization and
revenue growth. - Utilize custom properties, dynamic lists for
effective customersegmentation. - Create automated lead nurturing campaigns for
higher conversions. - Use marketing analytics to measure performance and
derive insights. - Implement HubSpot CRM features for timely customer
issue resolution..
Sales Operations, Sales Manager
Marketing Automation & CRM Applications The module equips you with the knowledge of HubSpot CRM’s foundational aspects, its role in modern marketing, and how to optimize it. You will acquire the skills to manage contacts efficiently, create and manage sales pipelines, integrate marketing tools, handle customer support tasks, and implement user accounts for effective CRM management.CRM Capstone ProjectThe project aims to elevate learners’ mastery of HubSpot CRM through tasks that optimize sales processes, lead generation, customer segmentation, campaign analysis, and customer support. These tasks include designing a customized sales pipeline, nurturing leads using marketing tools, segmenting customers with CRM features, integrating analytics, and establishing a comprehensive support system.
CRM facilitates targeted growth and streamlined operations by enhancing customer insights, tailoring offerings, and boosting satisfaction. It efficiently manages tasks, automates processes, and saves time. Maximize sales opportunities through data-driven strategies to strengthen client relationships, nurture leads, and outpace competitors.
HubSpot offers an integrated platform for marketing, sales, and customer service, fostering seamless communication and streamlined operations. With features like lead management, email marketing, and analytics, HubSpot empowers businesses to enhance customer relationships, drive growth, and maximize efficiency.
Knowledge:
- HubSpot CRM’s significance in modern marketing.
- Organization of contacts and companies using custom properties and dynamic lists.
- Design and management of tailored sales pipelines.
- Integration techniques and effective lead capture in HubSpot CRM.
- Ticket and case management for superior customer support.
- Apply HubSpot CRM for sales optimization and revenue growth.
- Utilize custom properties, dynamic lists for effective customer segmentation.
- Create automated lead nurturing campaigns for higher conversions.
- Use marketing analytics to measure performance and derive insights.
- Implement HubSpot CRM features for timely customer issue resolution.
Sales Operations, ManagerMarketing Automation & CRM Applications
The module equips you with the knowledge of HubSpot CRM’s foundational aspects, its role in modern marketing, and how to optimize it. You will acquire the skills to manage contacts efficiently, create and manage sales pipelines, integrate marketing tools, handle customer support tasks, and implement user accounts for effective CRM management.
The module equips you with the knowledge of HubSpot CRM’s foundational aspects, its role in modern marketing, and how to optimize it. You will acquire the skills to manage contacts efficiently, create and manage sales pipelines, integrate marketing tools, handle customer support tasks, and implement user accounts for effective CRM management.
CRM Capstone Project
The project aims to elevate learners’ mastery of HubSpot CRM through tasks that optimize sales processes, lead generation, customer segmentation, campaign analysis, and customer support. These tasks include designing a customized sales pipeline, nurturing leads using marketing tools, segmenting customers with CRM features, integrating analytics, and establishing a comprehensive support system.
The project aims to elevate learners’ mastery of HubSpot CRM through tasks that optimize sales processes, lead generation, customer segmentation, campaign analysis, and customer support. These tasks include designing a customized sales pipeline, nurturing leads using marketing tools, segmenting customers with CRM features, integrating analytics, and establishing a comprehensive support system.
COURSE OVERVIEW
Module 1
Module 2
Module 1
Marketing Automation & CRM Applications
In the “HubSpot CRM” module, learners will acquire essential knowledge and skills encompassing
various facets of HubSpot CRM.Introduction to HubSpot CRM will familiarize learners with the foundational aspects of HubSpot
CRM, including its features and significance in modern marketing practices. Learners will be
equipped with the expertise to manage and efficiently organize contacts within the CRM system,
utilizing custom properties and dynamic lists for effective segmentation.
It will further delve into the intricacies of creating and overseeing a robust sales pipeline, empowering learners to track and optimize deals throughout the sales process. Marketing Integration and Lead Management unit will help to explore the seamless integration of marketing tools with HubSpot CRM, enabling learners to capture and monitor leads generated through marketing efforts.
Learners will learn to utilize the CRM system to handle customer support tasks proficiently, including ticket and case management. Learners will complete projects that reinforce their knowledge and practical abilities by incorporating the learning units. Upon successful completion of the module, participants will be proficient in optimizing HubSpot CRM, encompassing the importation and organization of contacts, efficient deal management, marketing integration for lead tracking, and the provision of exemplary customer support.
It will further delve into the intricacies of creating and overseeing a robust sales pipeline, empowering learners to track and optimize deals throughout the sales process. Marketing Integration and Lead Management unit will help to explore the seamless integration of marketing tools with HubSpot CRM, enabling learners to capture and monitor leads generated through marketing efforts.
Learners will learn to utilize the CRM system to handle customer support tasks proficiently, including ticket and case management. Learners will complete projects that reinforce their knowledge and practical abilities by incorporating the learning units. Upon successful completion of the module, participants will be proficient in optimizing HubSpot CRM, encompassing the importation and organization of contacts, efficient deal management, marketing integration for lead tracking, and the provision of exemplary customer support.
Instructional Units:
- Introduction to HubSpot CRM
- Managing your contact with CRM
- Sales Pipeline and Deal Management
- Marketing Integration and Lead Management
- Customer Support and service management
Module 2
Capstone Project –
CRM Applications
In the “HubSpot CRM – Capstone” module, learners will acquire comprehensive knowledge and
essential skills by applying the concepts learned in the previous instructional units and project tasks.The module encompasses five project tasks, each building upon the expertise gained from the
learning units.
Learners will learn to optimize the sales process by designing and implementing a customized sales
pipeline in HubSpot CRM. Through automation and seamless integration, they will enhance the
efficiency of sales activities and improve deal management. Learners will develop a robust lead
generation strategy. By integrating marketing tools with HubSpot CRM, they will capture and nurture
leads through automated campaigns, leading to improved conversion rates.
Learners will delve into customer segmentation and personalization, utilizing HubSpot CRM’s features like custom properties and dynamic lists. They will learn to implement segment customers effectively, create personalized marketing campaigns for enhanced customer experiences, and integrate marketing analytics with HubSpot CRM. to measure campaign performance, analyze key metrics, and gain insights to optimize future marketing efforts. Finally, the capstone project will require learners to implement a customer support system within HubSpot CRM. By effectively managing tickets and cases, they will ensure prompt and efficient resolution of customer inquiries and issues.
Upon completing the “HubSpot CRM Capstone Project” module, participants will have developed a comprehensive understanding of HubSpot CRM’s functionalities and gained practical experience in optimizing sales processes, lead generation, customer segmentation, campaign analytics, and customer support. This module will equip learners with valuable skills to apply in real-world scenarios and enhance their capabilities as HubSpot CRM professionals.
Through this capstone project, learners will apply the knowledge and skills acquired from the instructional units to demonstrate their mastery of HubSpot CRM. They will be able to showcase their ability to optimize sales processes, generate and nurture leads effectively, segment customers for personalized marketing, utilize marketing campaign analytics, and provide exceptional customer support using the HubSpot CRM platform.
Learners will delve into customer segmentation and personalization, utilizing HubSpot CRM’s features like custom properties and dynamic lists. They will learn to implement segment customers effectively, create personalized marketing campaigns for enhanced customer experiences, and integrate marketing analytics with HubSpot CRM. to measure campaign performance, analyze key metrics, and gain insights to optimize future marketing efforts. Finally, the capstone project will require learners to implement a customer support system within HubSpot CRM. By effectively managing tickets and cases, they will ensure prompt and efficient resolution of customer inquiries and issues.
Upon completing the “HubSpot CRM Capstone Project” module, participants will have developed a comprehensive understanding of HubSpot CRM’s functionalities and gained practical experience in optimizing sales processes, lead generation, customer segmentation, campaign analytics, and customer support. This module will equip learners with valuable skills to apply in real-world scenarios and enhance their capabilities as HubSpot CRM professionals.
Through this capstone project, learners will apply the knowledge and skills acquired from the instructional units to demonstrate their mastery of HubSpot CRM. They will be able to showcase their ability to optimize sales processes, generate and nurture leads effectively, segment customers for personalized marketing, utilize marketing campaign analytics, and provide exceptional customer support using the HubSpot CRM platform.
Instructional Units:
- Identify Product, User Persona
- User Stories, Product Backlog
- Sprint Planning
- User Requirements
- Project Design & Architecture
- Project Planning
Module 1
Module 2
Module 1
Marketing Automation & CRM Applications
In the “HubSpot CRM” module, learners will acquire essential knowledge and skills encompassing
various facets of HubSpot CRM.
Introduction to HubSpot CRM will familiarize learners with the foundational aspects of HubSpot CRM, including its features and significance in modern marketing practices. Learners will be equipped with the expertise to manage and efficiently organize contacts within the CRM system, utilizing custom properties and dynamic lists for effective segmentation.
It will further delve into the intricacies of creating and overseeing a robust sales pipeline, empowering learners to track and optimize deals throughout the sales process. Marketing Integration and Lead Management unit will help to explore the seamless integration of marketing tools with HubSpot CRM, enabling learners to capture and monitor leads generated through marketing efforts.
Learners will learn to utilize the CRM system to handle customer support tasks proficiently, including ticket and case management. Learners will complete projects that reinforce their knowledge and practical abilities by incorporating the learning units. Upon successful completion of the module, participants will be proficient in optimizing HubSpot CRM, encompassing the importation and organization of contacts, efficient deal management, marketing integration for lead tracking, and the provision of exemplary customer support.
Introduction to HubSpot CRM will familiarize learners with the foundational aspects of HubSpot CRM, including its features and significance in modern marketing practices. Learners will be equipped with the expertise to manage and efficiently organize contacts within the CRM system, utilizing custom properties and dynamic lists for effective segmentation.
It will further delve into the intricacies of creating and overseeing a robust sales pipeline, empowering learners to track and optimize deals throughout the sales process. Marketing Integration and Lead Management unit will help to explore the seamless integration of marketing tools with HubSpot CRM, enabling learners to capture and monitor leads generated through marketing efforts.
Learners will learn to utilize the CRM system to handle customer support tasks proficiently, including ticket and case management. Learners will complete projects that reinforce their knowledge and practical abilities by incorporating the learning units. Upon successful completion of the module, participants will be proficient in optimizing HubSpot CRM, encompassing the importation and organization of contacts, efficient deal management, marketing integration for lead tracking, and the provision of exemplary customer support.
Instructional Units:
- Introduction to HubSpot CRM
- Managing your contact with CRM
- Sales Pipeline and Deal Management
- Marketing Integration and Lead Management
- Customer Support and service management
Module 2
CRM Capstone Project
In the “HubSpot CRM – Capstone” module, learners will acquire comprehensive knowledge and
essential skills by applying the concepts learned in the previous instructional units and project tasks.
The module encompasses five project tasks, each building upon the expertise gained from the
learning units.
Learners will learn to optimize the sales process by designing and implementing a customized sales pipeline in HubSpot CRM. Through automation and seamless integration, they will enhance the efficiency of sales activities and improve deal management. Learners will develop a robust lead generation strategy. By integrating marketing tools with HubSpot CRM, they will capture and nurture leads through automated campaigns, leading to improved conversion rates.
Learners will delve into customer segmentation and personalization, utilizing HubSpot CRM’s features like custom properties and dynamic lists. They will learn to implement segment customers effectively, create personalized marketing campaigns for enhanced customer experiences, and integrate marketing analytics with HubSpot CRM. to measure campaign performance, analyze key metrics, and gain insights to optimize future marketing efforts. Finally, the capstone project will require learners to implement a customer support system within HubSpot CRM. By effectively managing tickets and cases, they will ensure prompt and efficient resolution of customer inquiries and issues.
Upon completing the “HubSpot CRM Capstone Project” module, participants will have developed a comprehensive understanding of HubSpot CRM’s functionalities and gained practical experience in optimizing sales processes, lead generation, customer segmentation, campaign analytics, and customer support. This module will equip learners with valuable skills to apply in real-world scenarios and enhance their capabilities as HubSpot CRM professionals. Through this capstone project, learners will apply the knowledge and skills acquired from the instructional units to demonstrate their mastery of HubSpot CRM. They will be able to showcase their ability to optimize sales processes, generate and nurture leads effectively, segment customers for personalized marketing, utilize marketing campaign analytics, and provide exceptional customer support using the HubSpot CRM platform.
Learners will learn to optimize the sales process by designing and implementing a customized sales pipeline in HubSpot CRM. Through automation and seamless integration, they will enhance the efficiency of sales activities and improve deal management. Learners will develop a robust lead generation strategy. By integrating marketing tools with HubSpot CRM, they will capture and nurture leads through automated campaigns, leading to improved conversion rates.
Learners will delve into customer segmentation and personalization, utilizing HubSpot CRM’s features like custom properties and dynamic lists. They will learn to implement segment customers effectively, create personalized marketing campaigns for enhanced customer experiences, and integrate marketing analytics with HubSpot CRM. to measure campaign performance, analyze key metrics, and gain insights to optimize future marketing efforts. Finally, the capstone project will require learners to implement a customer support system within HubSpot CRM. By effectively managing tickets and cases, they will ensure prompt and efficient resolution of customer inquiries and issues.
Upon completing the “HubSpot CRM Capstone Project” module, participants will have developed a comprehensive understanding of HubSpot CRM’s functionalities and gained practical experience in optimizing sales processes, lead generation, customer segmentation, campaign analytics, and customer support. This module will equip learners with valuable skills to apply in real-world scenarios and enhance their capabilities as HubSpot CRM professionals. Through this capstone project, learners will apply the knowledge and skills acquired from the instructional units to demonstrate their mastery of HubSpot CRM. They will be able to showcase their ability to optimize sales processes, generate and nurture leads effectively, segment customers for personalized marketing, utilize marketing campaign analytics, and provide exceptional customer support using the HubSpot CRM platform.
Instructional Units:
- Identify Product, User Persona
- User Stories, Product Backlog
- Sprint Planning
- User Requirements
- Project Design & Architecture
- Project Planning
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