HubSpot Onboarding *Updated*

Hubspot 101: Learn about Quotes, Sequences, Marketing features and more!

Learn HubSpot fundamentals fast. This course covers strategy, implementation and daily use of HubSpot CRM and is intended for brand new HubSpot implementation and is delivered by a HubSpot Certified Trainer and HubSpot Diamond Solutions Partner. The Hub features included are the Marketing, Sales, and Service Hub at the Professional subscription level. Topics include basic setup, like adding users, setting user permissions, security and org default settings. Then, the 11 unit course contains 15 lectures that cover all the main HubSpot CRM tools. The material includes both basic features, like Contacts, Companies, Products, Deals and Quotes and evolves to provide understanding of more advanced HubSpot features like Playbooks, Snippets, Sequences, Workflows, Reports, HubSpot Payments, the App Marketplace and more! Learn what the tool is, why it may be useful to incorporate, if the tool has any limitations and how to use it! The final two units includes training materials for the daily users in HubSpot so they can hit the ground running in your new HubSpot org and lecture detailing different methods people use to incorporate HubSpot into daily processes. Each unit is comprised of three elements to enhance your learning: the lectures, step by step instructions for each part of HubSpot and interactive demos that allow you to try the steps in a risk free environment. The course also gains you access to Commercient Onboarding Office Hours with 1:1 breakout rooms, every Wednesday at 12 pm EST. Additional times are available upon request.