Crea tu primer embudo de conversión y CRM con HubSpot

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In this Guided Project, you will:

Crearás tu primer CRM usando HubSpot.

Crearás un embudo de conversión usando HubSpot.

Aprenderás a hacer seguimiento a tus clientes y prospectos a través del CRM y el embudo de conversión (Funnel).

1 hora
No download needed
Split-screen video
Desktop only

Al final de este proyecto, estarás en la capacidad de crear tu primer CRM (Customer Relationship Management) en HubSpot, donde podrás hacer seguimiento de todas las interacciones con tus clientes y prospectos, podrás establecer recordatorios, escribir notas, hacer seguimiento de todos los correos, llamadas o reuniones que realizas con ellos. Todo en un sólo lugar. Este proyecto es apto para un nivel de habilidad básico usando HubSpot o para quienes no conocen aún esta herramienta. Hacer seguimiento a tus clientes y prospectos a través de un CRM es imprescindible para lograr contactarlos en el momento correcto, con el mensaje correcto y, de esta manera, cerrar más ventas. Además, permite a las empresas pronosticar ingresos, medir la productividad del equipo de ventas e informar sobre las fuentes de ingresos.

Skills you will develop

  • Hubspot

  • Sales Development

  • Customer Relationship Management (CRM)

  • Sales Management

  • Embudo Conversión

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Creación y configuración de la cuenta

  2. Creación de contactos de forma individual y masiva

  3. Crea tu embudo de conversión

  4. Usa las tareas de HubSpot para hacer seguimiento

  5. Creación de dashboards de seguimiento

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently Asked Questions

By purchasing a Guided Project, you'll get everything you need to complete the Guided Project including access to a cloud desktop workspace through your web browser that contains the files and software you need to get started, plus step-by-step video instruction from a subject matter expert.

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

Guided Projects are not eligible for refunds. See our full refund policy.

Financial aid is not available for Guided Projects.

Auditing is not available for Guided Projects.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.