Discover the essential strategies for managing potential clients and implementing effective workflows with HubSpot. This course equips you with the knowledge to create and nurture successful client relationships through segmentation, qualification, and lead nurturing. Learn to track and report client management results in a comprehensive panel. With practical exercises and projects, this course offers a valuable pathway for beginners and experienced sales professionals to enhance their skills.
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This course comprises comprehensive modules covering topics such as Introduction to Lead Management, Segmentation and Qualification of Leads, Lead Scoring and Routing, Measuring Lead Management Success, and Practical Application of Lead Management with HubSpot.
This module offers an introduction to lead management and the significance it holds in the sales process, providing insights into auditing processes, defining lead lifecycle stages, and setting goals with a service level agreement (SLA).
Explore the techniques for segmenting, qualifying, and nurturing leads in HubSpot. Learn to automate and scale lead organization, create lead nurturing campaigns, and develop lead nurturing workflows.
Discover how to prioritize leads using lead scoring, configure lead scoring in HubSpot, manage qualified sales leads through lead routing, and set up lead routing in HubSpot.
Learn to identify key metrics for tracking lead management results, report on lead management outcomes, and create a comprehensive lead management panel in HubSpot.
Conclude the course by applying your skills to create a lead management workflow in HubSpot and gain additional professional support for LinkedIn and project execution.
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