In this course, you will use your business data and identify key metrics in order to report on sales with HubSpot’s dashboards. First, you will learn how to operate a data-driven business and how to audit, clean, and organize your data within HubSpot’s CRM. You will then learn to identify the key metrics used to analyze your data on sales and customer service success, within the stages of the Inbound Methodology. This will cover types of testing, using the Sales Hub tools, and reporting in each stage of the methodology. Next, you will walk through the steps to create a visually compelling custom report in HubSpot’s dashboards, including learning the best practices for data visualization. Finally, the course will culminate in a project that asks you to apply your skills in reporting data on the dashboard.
Sales Reporting with HubSpot
Ce cours fait partie de Spécialisation Strategic Customer Relationship Management & Sales Technique
Instructeur : Tiphaine Amblard
Inclus avec 
Expérience recommandée
Ce que vous apprendrez
How to audit, clean, and organize your data with HubSpot’s CRM platform
Identify and analyze key metrics for sales effectiveness and customer service success according to your business goals
How to create custom reports on the HubSpot dashboard with compelling data visualizations
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Il y a 4 modules dans ce cours
In the first week you will learn the importance of using data to drive your decision making and goals for your business. You’ll be introduced to the concept of the Golden Circle Framework for defining your business purpose as well as how to fulfill your purpose with a SWOT analysis. You’ll also learn how to set SMART goals. In the second lesson you’ll learn how to use HubSpot CRM to organize your data into records and create custom contact properties.
Inclus
12 vidéos4 lectures5 devoirs2 sujets de discussion
This week you will explore the attract, engage, and delight stages of lead management. You’ll learn key metrics to ensure your marketing content is attracting your target persona. You’ll also learn how to analyze your sales data and customer service success metrics to evaluate the success of your product.
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8 vidéos12 lectures7 devoirs
This week is a deep dive into creating custom reports and compelling dashboards in HubSpot. You’ll learn how to engage with HubSpot’s tools to organize and display all the data you’ve collected. You’ll learn how to use HubSpot to create visually appealing dashboards and reports that will help you communicate your findings effectively.
Inclus
13 vidéos2 lectures6 devoirs
The focus in the final week is the application of your new knowledge with your course project in which you will combine all the exercises you have completed throughout the course and submit them for peer review.
Inclus
3 vidéos2 lectures1 évaluation par les pairs
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