CRM Basics: Unlock Business Growth through Relationships
CRM Basics: Unlock Business Growth through Relationships
What you’ll learn
Skills you’ll gain
In a consumer-obsessed world, ensuring you and your sales team are delighting prospects and customers is critical. In this course with HubSpot Advisor Dan Moyle, you'll learn how to set your brand apart from the crowd and master the strategies to leverage CRM softwares such as HubSpot so you can store important customer data, track customer information, and ultimately build and nurture customer relationships. Dan will walk you through the planning and strategy stage, the implementation, and the final stage of measuring success and reporting on your data.
Syllabus
Download syllabus-
1
Plan your CRM setup Dirty data will cost your business dearly. 2m
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2
Data management 101 Managing your data for consistent reporting is critical. After this lesson, you'll be able to explain how data points interact with each other. 3m
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3
Plan for data imports Whether you're moving from one system to another, or starting over, knowing how to plan for data imports will make life easier later. 2m
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4
Define the sales process A good process helps everyone with consistency and efficiency. 3m
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1
Increase team efficiency An efficient sales team is the dream. 2m
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2
Build seamless automations Sequences and workflows in CRM programs further increase efficiency for sales teams. 3m
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3
Create brand consistency CRM tools can be helpful when it comes to creating brand consistency. 2m
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4
Organize your sales pipeline A deal or opportunity object in your CRM is critical. 2m
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5
Build a customer-centric CRM Customers want to be seen. 2m
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6
Leverage surveys Want to begin to understand how your work is paying off? 3m
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7
Delight your customers The thread that binds: After this lesson, you'll be able to recognize the thread of customer delight and how it's integrated throughout each of the CRM tools. 3m
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1
Measure what matters Before building reports, it's important to align on key performance indicators. 3m
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2
Map important properties When data has the right labels, you can move fast and with confidence. 3m
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3
Build basic sales reports Whether you're building a report for yourself, a boss, or your team, building basic sales reports starts here. 2m
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4
Perform accurate forecasting An accurate sales pipeline can help ensure successful forecasting for a business. After this lesson, you'll be able to perform accurate forecasting. 3m
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5
Tell your reporting story A good dashboard adds superpowers to storytelling in analytics. 3m
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1
Next steps Thank you for watching this course! 1m
Certificate
Certificate of Completion
Awarded upon successful completion of the course.
Instructor
Dan Moyle
Dan loves to teach, help, and empower business leaders to grow smarter. A HubSpot user since 2010, Dan has helped hundreds of businesses use inb ound strategies and tactics to work. In addition to marketing and advising, Dan enjoys producing and hosting podcasts, writing, and spending time with his blended family in Southwest Michigan.
Dan Moyle
CRM Trainer and HubSpot Expert
Accreditations
Link to awards
How GoSkills helped Chris
I got the promotion largely because of the skills I could develop, thanks to the GoSkills courses I took. I set aside at least 30 minutes daily to invest in myself and my professional growth. Seeing how much this has helped me become a more efficient employee is a big motivation.
