This course is part of the HubSpot Sales Representative Professional Certificate

Tiphaine Amblard

Offered By

HubSpot Sales Representative Professional CertificateHubSpot Academy

About this Course

In this course, you will use your business data and identify key metrics in order to report on sales with HubSpot’s dashboards. First, you will learn how to operate a data-driven business and how to audit, clean, and organize your data within HubSpot’s CRM. You will then learn to identify the key metrics used to analyze your data on sales and customer service success, within the stages of the Inbound Methodology. This will cover types of testing, using the Sales Hub tools, and reporting in each stage of the methodology. Next, you will walk through the steps to create a visually compelling custom report in HubSpot’s dashboards, including learning the best practices for data visualization. Finally, the course will culminate in a project that asks you to apply your skills in reporting data on the dashboard. 
By the end of this course you will be able to:
• Set data-driven goals for a business
• Clean and organize your data in HubSpot
• Create custom contact properties in HubSpot
• Identify ways in which data can help improve the attraction of customers
• Identify key metrics for sales effectiveness analysis
• Analyze sales content
• Explain the importance and the steps involved in forecasting using sales hub
• Identify key customer service success metrics
• Evaluate customer service success
• Create a custom report in HubSpot
• Describe data visualization best practices
• Create a visually compelling dashboard in HubSpot
• Demonstrate the use of data in reporting and dashboards

Regardless of your current experience, this course will instruct you on how to create a data-driven business and report on your sales efforts within the HubSpot dashboard. This course is intended for anyone interested in jumpstarting their career in sales - whether you’re changing careers and looking for an entry-level role, or want to hone your skills in your current role as a sales representative. It does not require any background knowledge or experience to get started. 

Throughout the course, you will complete exercises that ask you to apply the skills you have learned in a practical way, such as creating a custom contact property, reporting on each stage in customer relationship, and creating a visually compelling dashboard in HubSpot. You will compile your work and submit it as a project at the end of the course.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Course 4 of 5 in the

HubSpot Sales Representative

Beginner Level

Learners don't need sales or data analysis experience, but should have basic internet navigation skills and be eager to participate.

Approx. 18 hours to complete

English

Subtitles: English

What you will learn

How to audit, clean, and organize your data with HubSpot’s CRM platform

Identify and analyze key metrics for sales effectiveness and customer service success according to your business goals

How to create custom reports on the HubSpot dashboard with compelling data visualizations

Skills you will gain

Data Management
Customer Relationship Management (CRM)
Data Analysis
Sales
Data Visualization (DataViz)

Flexible deadlines

Reset deadlines in accordance to your schedule.

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Course 4 of 5 in the

HubSpot Sales Representative

Beginner Level

Learners don't need sales or data analysis experience, but should have basic internet navigation skills and be eager to participate.

Approx. 18 hours to complete

English

Subtitles: English

Instructor

Tiphaine Amblard

434 Learners

2 Courses

Offered by

HubSpot Academy

HubSpot Academy is the worldwide leader in inbound marketing, sales, and customer service/success education. Since 2012, HubSpot Academy has been on a mission to transform the way people and companies grow, offering online training for the digital age: courses, projects, certifications, and software training.

Now, HubSpot Academy's Inbound Certification has become the official badge of the inbound movement, with over 60,000 awarded annually. The online courses developed by Academy’s students and teachers are translated into four languages, and the award-winning certifications are completed by hundreds of people each day all over the world. As HubSpot’s (NYSE: HUBS) official learning resource, HubSpot Academy aims to educate and inspire people everywhere, helping them learn how to market, sell, and grow an inbound business. Learn more at http://academy.hubspot.com/.

Syllabus - What you will learn from this course

Week

Week 1

5 hours to complete

Data-Driven Business Foundation

In the first week you will learn the importance of using data to drive your decision making and goals for your business. You’ll be introduced to the concept of the Golden Circle Framework for defining your business purpose as well as how to fulfill your purpose with a SWOT analysis. You’ll also learn how to set SMART goals. In the second lesson you’ll learn how to use HubSpot CRM to organize your data into records and create custom contact properties.

5 hours to complete

12 videos (Total 82 min), 4 readings, 5 quizzes

12 videos

Introduction to the Program5m

Course Introduction Video3m

Careers in Sales and Customer Relationship Management5m

Weekly Introduction: Fundamentals of a Data-Driven Business57s

A Case for Data-Driven Decision-Making11m

Using Data to Define Your Purpose in Business11m

Data-Driven Goal Setting for Your Business9m

Unpacking CRMs and Object Data9m

Preparing Your CRM for Reporting11m

How to Create Custom Contact Properties in HubSpot1m

Auditing and Cleaning Your Data in HubSpot11m

Weekly Review: Data-Driven Business Foundation52s

4 readings

Course Syllabus10m

How to Be Successful in this Course20m

Summary of Techniques and Frameworks to Use for Data-Driven Goal Setting30m

Tailoring the Customer Experience as a Harley-Davidson Dealership20m

5 practice exercises

Practice Quiz: Fundamentals of a Data-Driven Business15m

Exercise: Create a Custom Property in HubSpot30m

Practice Quiz: Managing Your Business Data in HubSpot15m

Graded Quiz: Data-Driven Business Foundation30m

Exercise: Data-Driven Decision-Making30m

Week

Week 2

7 hours to complete

Use Reporting to Drive Success

This week you will explore the attract, engage, and delight stages of lead management. You’ll learn key metrics to ensure your marketing content is attracting your target persona. You’ll also learn how to analyze your sales data and customer service success metrics to evaluate the success of your product.

7 hours to complete

8 videos (Total 56 min), 12 readings, 7 quizzes

8 videos

Weekly Introduction: Use Reporting to Drive Success1m

Using Data in the Attract Stage: Hypothesis and A/B Testing8m

Using Data in the Attract Stage: Use Experiments to Familiarize Yourself with Your Audience10m

HubSpot Customer Spotlight: New Breed Marketing3m

Engage Stage Metrics to Consider10m

Forecasting and Analytics in Sales Hub6m

Data-Driven Decision Making in Customer Service14m

Weekly Review: Use Reporting to Drive Success1m

12 readings

The Inbound Methodology – Attract, Engage, and Delight20m

The Complete A/B Testing Kit10m

Marketing Metrics to Know in HubSpot20m

Understanding the Basics of UTM Parameters15m

Using Marketing Hub to Evaluate Attract Stage Data10m

Lagging and Leading Indicators Review10m

Analyzing Your Sales Content10m

How HubSpot Helped CancerIQ Adapt and Scale Its Business15m

The Customer Service Metrics Calculator10m

Analyzing Your Knowledge Base10m

Analyzing Your Service Team Productivity30m

HubSpot Customer Spotlight: Santa Cruz Bicycles15m

7 practice exercises

Practice Quiz: Driving Growth with Attract Stage Reporting15m

Exercise: Reporting in the Attract Stage30m

Practice Quiz: Unlocking the Power of Engage Stage Reporting20m

Exercise: Reporting in the Engage Stage30m

Practice Quiz: Creating Momentum with Delight Stage Reporting15m

Graded Quiz: Use Reporting to Drive Success30m

Exercise: Reporting in the Delight Stage30m

Week

Week 3

4 hours to complete

Dashboards and Custom Reports

This week is a deep dive into creating custom reports and compelling dashboards in HubSpot. You’ll learn how to engage with HubSpot’s tools to organize and display all the data you’ve collected. You’ll learn how to use HubSpot to create visually appealing dashboards and reports that will help you communicate your findings effectively.

4 hours to complete

13 videos (Total 62 min), 2 readings, 6 quizzes

13 videos

Weekly Introduction: Dashboards and Custom Reports53s

Data Considerations Before Building Custom Reports3m

Steps to Creating a Custom Report in HubSpot: The Importance of a Good Research Question5m

Steps to Creating a Custom Report in HubSpot: Using Data Sources5m

Steps to Creating a Custom Report in HubSpot: Example UI Walkthrough of Building a Custom Report in HubSpot3m

Steps to Creating a Custom Report in HubSpot: UI Walkthrough: The Importance of Filters3m

Steps to Creating a Custom Report in HubSpot: UI Walkthrough: Build a Custom Report that Contains Object and Event Data2m

Steps to Creating a Custom Report in HubSpot: UI Walkthrough: Using Sales Data in Custom Reports7m

Best Practices for Data Visualization12m

The Basics of Dashboard Design9m

Designing Visually Compelling Dashboards in HubSpot7m

Resizing Reports on Your HubSpot Dashboard56s

Weekly Review: Dashboards and Custom Reports35s

2 readings

Dashboards and Digital Design20m

Customizing Your HubSpot Dashboard15m

6 practice exercises

Practice Quiz: Creating Custom Reports in HubSpot15m

Practice Quiz: Designing Compelling HubSpot Dashboards15m

Exercise: Explore the Dashboard Library30m

Exercise: Dashboard Design30m

Exercise: Resize and Move a Report on Your HubSpot Dashboard30m

Graded Quiz: Dashboards and Custom Reports30m

Week

Week 4

2 hours to complete

Reporting with Hubspot: Application

The focus in the final week is the application of your new knowledge with your course project in which you will combine all the exercises you have completed throughout the course and submit them for peer review.

2 hours to complete

3 videos (Total 2 min), 2 readings, 1 quiz

About the HubSpot Sales Representative Professional Certificate

Whether you're completely new to sales and looking to start a new career, or you want to grow in your current sales role, this five-course career training program from the inbound sales experts at HubSpot can help you reach your career goals.

You’ll start by learning the basics of sales enablement and how sales and marketing teams can collaborate to create and keep relationships with their targeted buyers. You’ll develop data-driven sales goals and influential content to enable you to achieve those goals. The skills you get through the program will teach you the fundamental skills employers are looking for when hiring for entry level sales roles, including how to generate, connect with, and manage leads. You’ll learn to analyze the effectiveness of your sales tactics and the success of your customer service with data and reporting using HubSpot’s CRM software. This program will prepare you for your next role with hands-on projects that will apply your new skills, and you’ll create a portfolio to present to potential employers when interviewing for your next role. You’ll get real experience with HubSpot’s CRM Software and learn sales best practices. You’ll earn a Professional Certificate when you graduate, and you’ll also be able to take the free HubSpot certification exams throughout the program, to help your resume stand out. Start preparing for a new career in sales or customer relationship management. Enroll today!

Frequently Asked Questions

When will I have access to the lectures and assignments?
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Certificate?
When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

More questions? Visit the Learner Help Center.

Sales Reporting with HubSpot