HubSpot & Zoho CRM for Sales Teams

Categories: CRM & Salesforce
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About Course

Practical CRM adoption for sales and marketing teams using HubSpot and Zoho CRM.

Who this training is for

  • Sales and marketing teams
  • Small and mid-size business owners

Syllabus

  1. Module 1: CRM basics — Contacts, companies, deals
  2. Module 2: HubSpot — Pipelines, sequences, marketing tools
  3. Module 3: Zoho CRM — Modules, blueprints, automation
  4. Module 4: Reporting — Dashboards and forecasting

🏢 Training your team?

This course is available as live online batches, onsite workshops at your office, or self-paced access for your employees with progress reports for HR. The syllabus can be tailored to your systems and projects.

🎁 Book a free demo for your team Corporate plans

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What Will You Learn?

  • Manage contacts, deals and pipelines
  • Automate follow-ups and email sequences
  • Build dashboards for sales performance
  • Choose the right CRM for your business

Course Content

Module 1: CRM basics
Contacts, companies, deals

Module 2: HubSpot
Pipelines, sequences, marketing tools

Module 3: Zoho CRM
Modules, blueprints, automation

Module 4: Reporting
Dashboards and forecasting

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