Taking Your Business Online With HubSpot

What are the tools and strategies you need to bring your business online? In this course, you will explore a few HubSpot tools that can accelerate the process of moving your business online. You’ll learn how to set up a calling system for your sales reps, make meetings more efficient, personalize your videos to connect with your customers, utilize e-signature and quotes for closing deals, and keep a pulse on your customers and their experience with your company. We are currently living through a period of uncertainty that we'll never forget. To help support you, our customers, we have made a number of changes that we hope will help you adapt to these times. Visit: https://offers.hubspot.com/customer-changes-march-2020

Syllabus

Capturing Your Conversations With Calling

A brief overview of how to set up and use the calling feature inside HubSpot CRM

Simplifying Your Appointments With Meetings

As a sales rep, it's your job to make it as easy as possible for people to buy from you. But that is no small task when something as simple as scheduling a time to meet with your prospects can take days to accomplish. HubSpot Sales Meetings bypasses the back-and-forth by letting your leads book time right on your Google or Office 365 calendar. In this lesson, you'll learn how to get the most out of meetings, so you can spend less time scheduling and more time actually meeting.

Creating Chatbots in HubSpot

In this lesson, you'll learn how to create a chatbot strategy and chatbot in HubSpot

Create Videos in HubSpot

Creating videos for your customers and potential customers is a great way to engage with them virtually and personalize your outreach. With videos in HubSpot CRM you can send videos easily and continue to reach your customers wherever they are. This is separate from the Vidyard for HubSpot integration.

Improving Sales Transparency With Quotes

HubSpot CRM and Sales Hub make it easy to keep your prospects, CRM, and boss all on the same page. With deals and products to track sales internally and quotes to communicate deal information externally, you can make sure all of the stakeholders in a sale are in sync all the time.

Closing Sales in HubSpot

Ultimately, everything you do as a sales rep ought to be focused on generating revenue for your company. In HubSpot CRM, you can use deals to track the progress of your potential sales. In this lesson, you'll learn how to use deals in conjunction with several Sales Hub tools that will help you get more of your sales across the finish line.