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!
(924 reviews)
Recommended experience
What you'll learn
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.
Skills you'll practice
Details to know
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Only available on desktop
See how employees at top companies are mastering in-demand skills
Learn, practice, and apply job-ready skills in less than 2 hours
- Receive training from industry experts
- Gain hands-on experience solving real-world job tasks
- Build confidence using the latest tools and technologies
About this Guided Project
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:
Create a HubSpot Account
Create and Manage Contacts
Create a Deal and Navigate the Sales Pipeline
Design a Marketing Email
Customize a Report Dashboard
Recommended experience
All are welcome to take this course!
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Instructor
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How you'll learn
Skill-based, hands-on learning
Practice new skills by completing job-related tasks.
Expert guidance
Follow along with pre-recorded videos from experts using a unique side-by-side interface.
No downloads or installation required
Access the tools and resources you need in a pre-configured cloud workspace.
Available only on desktop
This Guided Project is designed for laptops or desktop computers with a reliable Internet connection, not mobile devices.
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Learner reviews
924 reviews
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- 4 stars
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- 3 stars
4.43%
- 2 stars
0.97%
- 1 star
1.73%
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Reviewed on Sep 26, 2024
Soo good, practical, complete and fast. Makes you able to acquire the basic HubSpot usage in so little, although you will need practicing and repetition to remember it after a while.
Reviewed on Sep 25, 2021
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
Reviewed on Nov 26, 2021
I enjoyed the demos and learnt something new I have never learnt before and I have understood it.
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Frequently asked questions
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.