Create and edit new and existing contacts.
Create a deal and move contacts through the sales pipeline.
Create a marketing email and customize a report dashboard.
Showcase this hands-on experience in an interview
In this project, we will develop and utilize a CRM in HubSpot and learn how to utilize our CRM to better grow and manage our business. HubSpot is a cloud-based customer relationship management (CRM) platform that can improve all aspects of your business. The HubSpot CRM is a launching pad to all other customer-facing teams as it houses all customer data ranging from contact information to detailed communication logs. HubSpot allows you to incorporate your sales, marketing, and customer service processes into one, all-inclusive platform with their CRM as the foundation. With its user friendly features, HubSpot allows you to easily manage and grow your customers as well as improve your business relationship with existing customers. Best of all, HubSpot’s CRM is completely free! With “Grow Better” as their mantra, HubSpot has mastered the CRM game. Also, as a platform, HubSpot is able to easily sync and work with other platforms which allows you to incorporate every aspect of your business to better streamline and manage your company. HubSpot is an invaluable tool that is sure to improve your company’s growth, productivity, and brand! Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.
All are welcome to take this course!
In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:
Create a HubSpot Account
Create and Manage Contacts
Create a Deal and Navigate the Sales Pipeline
Design a Marketing Email
Customize a Report Dashboard
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
I feel that I got with the enough knowledge to continuo my own practice at the plataform, the teacher was very clear and she has a good voice to enroll you with the practice.
I wish that this guided project would be longer and more detailed but this project really helped me a lot in learning the basics of hubspot. This is a good start for me
The course gave me an initial understanding of how Hubspot works and gain confidence in using it on my small business as well as in my VIrtual Assistance venture.
The content was somewhat less but I learned a lot today. CRM was totally a new topic for me, learning from basics was important & I got it in the session
Are Guided Projects available on desktop and mobile?
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.
Who are the instructors for Guided Projects?
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.
Can I download the work from my Guided Project after I complete it?
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.
How much experience do I need to do this Guided Project?
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.
Can I complete this Guided Project right through my web browser, instead of installing special software?
Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.
What is the learning experience like with Guided Projects?
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.
More questions? Visit the Learner Help Center.