In this course, you will learn how to create and implement an effective lead management strategy for your business using HubSpot’s tools. After learning the importance of lead management within the context of the buyer’s journey, you will learn best practices for auditing and mapping out your process as well as for using a sales and marketing SLA. You’ll learn how to organize your leads by both segmenting them and qualifying them within a lead qualification framework. Nurturing relationships with your leads will be a key part of these practices, as well. Next, you’ll learn how to assign values to leads in order to prioritize outreach along with how to quickly assign each lead to the right representative on your team. You’ll learn to use metrics to track your lead management results and report them using HubSpot’s dashboard. Finally, the course will culminate in the application of your skills to build a lead management flow in HubSpot.
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Lead Management with HubSpot
Dieser Kurs ist Teil von Spezialisierung Strategic Customer Relationship Management & Sales Technique
Dozent: Rachel Sheldon
Bei 
enthalten
Empfohlene Erfahrung
Was Sie lernen werden
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
Wichtige Details
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18 Aufgaben
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In diesem Kurs gibt es 5 Module
In the first week you will be introduced to the importance and fundamental concepts of lead management. You'll learn how to define your lead lifecycle stages and map out your lead management process. You'll also learn how to use a service level agreement to set your sales and marketing goals as well as how to lead an effective "smarketing" meeting. By the end of the week you will have completed three exercises that will become part of your final peer review project.
Das ist alles enthalten
14 Videos8 Lektüren7 Aufgaben2 Diskussionsthemen
This week you will focus on organizing and nurturing your leads. You'll learn how to segment and qualify leads with a lead qualification framework. You will also learn how to use HubSpots tools to optimize these processes. You’ll discover how to use HubSpot to create a lead nurturing campaign and workflow. You’ll complete two more exercises for your final project.
Das ist alles enthalten
10 Videos6 Lektüren4 Aufgaben
This week is all about lead prioritization and routing. You'll learn how to use lead scoring to prioritize your qualified leads and how to set up this process in HubSpot. In the second lesson you'll learn how to implement lead routing with HubSpot and why it is important to set up this process. You’ll use this new knowledge to complete the final exercise for your course project.
Das ist alles enthalten
6 Videos6 Lektüren5 Aufgaben
In the fourth week you'll learn how to create a lead management dashboard in HubSpot and use it to measure your lead management success. You'll discover key metrics to measure to analyze your success. You'll also learn how to create lead management reports in HubSpot.
Das ist alles enthalten
6 Videos4 Lektüren2 Aufgaben1 Diskussionsthema
In the final week you will be assembling all the exercises you have completed throughout the course and submitting them as a peer review project. You'll review and give feedback on the work of your peers as well as receive feedback on your hard work.
Das ist alles enthalten
3 Videos2 Lektüren1 peer review
Dozent
Empfohlen, wenn Sie sich für Business Essentials interessieren
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