Lead Management with HubSpot

This course is part of Strategic Customer Relationship Management & Sales Technique Specialization

Instructor: Rachel Sheldon

What you'll learn

  •   How to create an effective lead management strategy and workflow
  •   Lead segmentation, qualification, and nurturing within HubSpot
  •   How to track lead managemetn results and report them in a dashboard
  • Skills you'll gain

  •   Customer Relationship Management (CRM) Software
  •   Workflow Management
  •   Service Level Agreement
  •   Lead Generation
  •   Process Mapping
  •   Performance Reporting
  •   Sales Management
  •   Email Marketing
  •   Dashboard
  •   Key Performance Indicators (KPIs)
  •   Sales Process
  •   Sales Pipelines
  •   Marketing Automation
  •   HubSpot CRM
  •   Prioritization
  • There are 5 modules in this course

    By the end of this course you will be able to: • Describe the importance of lead management • Create an effective lead management strategy • Segment, qualify and organize leads in HubSpot • Create a lead nurturing email campaign • Prioritize leads with lead scoring in HubSpot • Manage Sales Qualified Leads with Lead Routing • Identify metrics to track lead management results • Report on lead management results • Create a lead management dashboard in HubSpot • Experience and build a lead management flow in HubSpot Regardless of your current experience, this course will teach you the practices you need to create a lead management flow in HubSpot and successfully nurture your lead relationships. 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 mapping your lead management process, scoring leads with a worksheet, and creating a lead routing workflow. You will compile your work and submit it as a project at the end of the course.

    Segmenting, Qualifying and Nurturing Leads

    Scoring and Routing Leads

    Measuring Lead Management Success

    Lead Management with Hubspot: Application

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