Sales Hub Fundamentals Training Highlights & Resources - November 2020

[TashOliveira]

Hi All,

Thank you for joining today's HubSpot Sales Hub Fundamentals training, it was great to learn with you and find out more about your businesses and sales processes.

We had lots of great questions and insightful conversations in training, so we have consolidated key resources in this post to support you as you continue to learn about HubSpot CRM and sales productivity tools.

We hope this space can also be an opportunity to keep in touch, network and continue to share knowledge and experience. What were your key takeaways from training?

Thank you!

@DavidChaves & @TashOliveira 

Cc @sharonlicari 

Resources

• Integrations
  • HubSpot Sales
  • Slack
  • How HubSpot and Vidyard Work Together
• Properties
  • Default Contact Properties
  • Default Deal Properties
  • Using Calculated Properties
  • Use Calculated Properties To Conduct Pipeline Health Checks
• Account/CRM Set up
  • Connect your personal email
  • Get started with the HubSpot Sales Chrome extension
  • Automatically create and associate companies with contacts
  • Import records or notes
  • Follow contact, company, deal, or ticket records
  • Add videos to one-to-one emails, templates, and sequence emails
• Quotes and Products
  • Create and share quotes
  • Create products in the product library
• Reports
  • Differences between funnel report types
    
  • Create custom funnel reports
  • Create sales reports with the sales analytics tool
  • Analyze your sales content with the sales content analytics tool
• Lifecycle Stages
  • SQL vs. MQL, and What They Are
  • Use lifecycle stages
• Workflows
  • Get started with workflows
  • 4 Sales Management Pain Points Solved by Workflow Automation
• Templates
  • Create and send templates

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