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HubSpot Training

HubSpot Academy Certification-1-1

 

Maximize Your HubSpot investment with advanced, customized training tailored to your company, team, processes, and marketplace.

 

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Live HubSpot Training

Get the HubSpot Training You Need to Maximize Your Potential

Online HubSpot Training

Online
HubSpot Training

Whether you are a beginner or advanced user of HubSpot, this online HubSpot training will give you in-depth insights into how to use the system.

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Personalized HubSpot Training

Personalized
HubSpot Training

Receive custom, live HubSpot training tailored for you or your team to ensure you can effectively use the HubSpot system according to your company's specific requirements.

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Custom Advanced HubSpot Training

Custom Advanced HubSpot Training

Whether you are new to HubSpot or have been using it for years, there are times you need training customized to your needs.

 

We’re here to help train, educate, and consult with you to maximize your potential and investment in HubSpot. As a HubSpot Platinum Partner, HubSpot Certified Trainers, and HubSpot User Group (HUG) Managers for Central Florida, we know and teach HubSpot.

 

We will train and consult with you to make sure that HubSpot meets your company’s needs. Sign up today for personalized training.

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Custom Advanced HubSpot CRM Training

Advanced HubSpot CRM Training

Our tailored HubSpot training services are customized for your company, team, processes, and industry.

 

  • Overall HubSpot CRM Training
  • HubSpot Marketing Hub Training
  • HubSpot Sales Hub Training
  • HubSpot Service Hub Training
  • HubSpot Content Hub Training
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Overall HubSpot CRM training customized to your company

HubSpot CRM Training 

Gain a comprehensive understanding of utilizing Contact, Company, and Deal Records.

 

  • Understand what’s in the left column, middle column and right column of the contact record.
  • Set up the view for your left column (Contact Properties).
  • Understand how to filter the Timeline (middle column).
  • Associate a Company (right column).
  • Associate Deals (right column).
  • Associate Tickets (right column).
  • Understand how to view a contact’s list and workflow memberships.
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Overall HubSpot CRM training customized to your company

HubSpot Sales Hub Training

Discover how to use HubSpot Sales Hub to give your sales team complete visibility into every marketing interaction and touchpoint with your prospects.

 

  • Create a 1-1 email in a contact record
  • Create and use email templates
  • Create or log notes, calls, and meetings
  • Associate emails, notes, calls, and meetings with multiple Contacts, Companies, Deals, and Tickets
  • Set up personal notifications
  • Create follow-up tasks
  • Create a task (To Do, Call or Email)
  • Use task queues
  • Create and using snippets
  • Use meeting links
  • Insert document links into 1-1 emails
  • Understand Deal Records
  • Create new Deals in Deal section
  • Create new Deals from a Contact Record
  • Move a Deal from one stage to another stage
  • View Deal records in table view or card view
  • Customize Dashboards and Reporting
  • Integrate and set up Facebook Messenger with the Conversations tool
  • Manage the Conversations Inbox
  • Understand Live Chat and set up Chatbot
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Overall HubSpot Marketing Hub training customized to your company

HubSpot Marketing Hub Training

Unlock the full potential of HubSpot Marketing Hub to elevate your marketing performance.

 

  • Understand the Google Ads and Facebook Ads tool
  • Create and optimize landing pages
  • Create and use forms
  • Create and use autoresponder emails
  • Create and use Call-to-Actions (CTAs)
  • Create a drag and drop email
  • Create lists
  • Create workflows
  • Add and edit images
  • Workflow analytics
  • Create campaigns
  • Use the Social Media tool to monitor, publish, and report
  • Create and publish a blog
  • Use the marketing calendar
  • Create and log marketing tasks
  • Use the SEO tool
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Overall HubSpot Sales Hub training customized to your company

HubSpot Sales Hub Training

Master HubSpot Sales Hub to streamline your sales process and drive better results.

 

  • Create, Use, Enroll, & Analyze Sequences
  • Use the Sales Extension in Outlook and Gmail 
  • Create and save filtered views 
  • Understand Bulk tasks enrollments
  • Expand Deal Pipeline automation
  • Set up your product library
  • Create quotes
  • Determine and assign Target accounts
  • Understand Sales analytics tool
  • Create Sales Dashboards and Reporting
  • Use the Sales Calls tool
  • Understand which documents are performing the best
  • Set Goals and Forecasting
  • Use the HubSpot mobile app and keyboard
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Overall HubSpot Service Hub training customized to your company

HubSpot Service Hub Training

See how HubSpot Service Hub can enhance your customer support and satisfaction.

 

  • Schedule meetings
  • Standardize email and chat responses
  • Help customers self-serve through the knowledge base
  • Measure customer experience
  • Send feedback surveys including NPS & Customer Satisfaction
  • Set up ticketing pipeline automation
  • Manage ticket records and ticket pipeline
  • Customize Ticket records
  • Customize service reports and dashboards
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Overall HubSpot CMS Hub training customized to your company:

HubSpot Content Hub Training

Unlock the full potential of HubSpot Content Hub with guided training and expert tips.

 

  • Create webiste and landing pages
  • Create & publish a blog
  • Use smart content & personalization
  • Use A/B testing
  • Create & use Calls-to-Action (CTSs)
  • Add & Edit imaegs
  • Use the AI generator
  • Create campaigns
  • Use the SEO tool
  • Create & launch podcasts
  • Create case studies
  • Use the Content Remix
  • Set up your brand voice
  • Use Copilot & Breeze AI
  • Set up lead scoriing
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Attract Tools

Ads
Video
Blogging
Social Media
Content Strategy

Engage Tools

Lead flows
Email Marketing
Lead Management
Conversational Bots
Marketing Automation

Delight Tools

Smart Content
Email Marketing
Conversation Inbox
Attribution Reporting
Marketing Automation

Attract, Engage, Delight
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Personalized HubSpot Training

Personalized HubSpot Training

What's included in personalized training:

 

  • Free consultation to understand your company, goals, challenges and how HubSpot can be used to help you achieve your goals and overcome your challenges
  • Assessment of your HubSpot CRM Hubs (Marketing, Sales, Service, Content, Operations)
  • Initial call to review roles, responsibilities, and customer obligations
  • Custom training agenda personalized and finalized for your team to be trained
  • Reasonable preparation to prepare for your training
  • Schedule training dates and time
  • Web-based training delivered. On-site training available in certain locations
  • Recording of training video provided for reference
  • Ongoing consulting and support (optional)
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Ongoing HubSpot Consulting

Ongoing HubSpot Consulting

Often companies need either project-based or ongoing consulting and help with their HubSpot system.

 

From implementing campaigns, workflows, sales templates, sales sequences and creating new website pages to strategy consulting or simply doing the final review and edit for a marketing campaign, Xcellimark can help fill in the gaps to maximize your marketing, sales and service support efforts. Pricing for consulting is available on a billable hour, monthly retainer, or project basis.

 

Sessions are delivered via web conference, typically recorded for reference, and include guidance on your strategy, goals, challenges, processes, and capabilities related to your HubSpot CRM Hub licenses. Assumes client has been onboarded by a certified HubSpot agency or HubSpot.

 

 

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Orlando HUG

HubSpot User Group

Central Florida User Group for all HubSpot Users – It’s FREE!! We get together to focus on highly important topics to HubSpot Users.

 

Here is a sample of our workshops:

 

  • How to Get the Most Out of Your HubSpot CRM
  • How to Get the Best Feedback & Advocacy with HubSpot Service.
  • How to be More Personal with Lists, Smart Content & Workflows.
  • Email Best Practices
  • Quick and Easy Breakdown of the New HubSpot Updates
  • Trailblazing Your Content Marketing Strategy
  • Prospecting in the HubSpot Sales Platform

Personalized or Online
Training and Consulting

Your needs, and your company’s, are always evolving.

Therefore, some people may want to start with online HubSpot training such as learning how to create lead-nurturing workflows or how to get the most out of your HubSpot CRM. Others prefer to have live HubSpot training so we can train your team on how to apply HubSpot to your specific needs. Either way, we are here to help you.

Get started on achieving your marketing and sales goals.

Keep In Touch!

Xcellimark Digital Marketing Agency
121 S. Orange Ave. Suite 1503
Orlando, FL 32801

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