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Hubspot Training

hubspot-academy

 

Maximize Your HubSpot Investment with Advanced Custom Training that is personalized to your company, team, processes, and marketplace.

 

Live Hubspot Training

Get the HubSpot Training You Need to Maximize Your HubSpot 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.

Personalized HubSpot Training

Personalized
HubSpot Training

Get personalized, live HubSpot training for yourself or your team to help understand how to use the HubSpot system specifically to fit the needs of your company.

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.

Custom Advanced HubSpot CRM Training

Custom
Advanced
HubSpot CRM
Training

Best-in-Class Custom HubSpot Training Services that is personalized to your company, team, processes and marketplace are provided as follows:

 

  • Overall HubSpot CRM Training
  • HubSpot Marketing Hub Training
  • HubSpot Sales Hub Training
  • HubSpot Service Hub Training
  • Overall HubSpot CRM Training
  • HubSpot CMS Hub Training

Overall HubSpot CRM training customized to your company

Overall HubSpot
CRM training
customized to
your company:

  • Fully understand how to use a Contact, Company and Deal Record.
    • Understanding what’s in the left column, middle column and right column of the contact record.
    • Setting up the view for your left column (Contact Properties).
    • Understanding how to filter the Timeline (middle column).
    • Associating a Company (right column).
    • Associating Deals (right column).
    • Associating Tickets (right column).
    • Understanding how to view a contact’s list and workflow memberships.

Overall HubSpot CRM training customized to your company

  • How to write 1-1 email in a contact record.
  • How to create and use email templates.
  • How to create or log notes, calls and meetings.
  • How to associate the emails, notes, calls and meetings with multiple contacts, companies, deals and tickets.
  • How to set up personal notifications.
  • How to create a follow-up tasks.
  • Creating a task (To Do, Call or Email)
  • Using task queues.
  • Creating and using snippets
  • Using meeting links
  • Inserting document links into 1-1 emails
  • Understanding Deal Records
  • How to create a new Deal
    • Creating new Deal in Deal section
    • Creating new Deal from a Contact Record
  • How to move a Deal from one stage to another stage
  • Viewing Deal records in table view or card view
  • Customizing Dashboards and Reporting
  • Integrating and setting up Facebook Messenger with the Conversations tool.
  • Managing the Conversations Inbox
  • Understanding Live Chat and setting up Chatbot

Overall HubSpot Marketing Hub training customized to your company

Overall HubSpot
Marketing Hub
training

customized to
your company:

  • Understanding the Google Ads and Facebook Ads tool
  • How to create and optimize landing pages
  • How to create and use forms
  • How to create and use autoresponder emails
  • How to create and use Call-To-Actions (CTAs)
  • How to create a drag and drop email
  • How to create lists
  • How to create workflows

Overall HubSpot Marketing Hub training customized to your company

  • How to add and edit images
  • Workflow analytics
  • How to create campaigns
  • How to use the Social Media tool
    • Monitoring
    • Publishing
    • Reporting
  • How to create and publish a blog
  • How to use the marketing calendar
  • How to create and log marketing tasks
  • How to use the SEO tool

Overall HubSpot Sales Hub training customized to your company

Overall HubSpot
Sales Hub training
customized to
your company:

  • Sequences
    • Creating sequences
    • Using sequences
    • Bulk enrollment of sequences
    • Analyzing the results
  • How to use the Sales Extension in Outlook and Gmail 
  • Creating and saving filtered views 
  • Bulk tasks enrollments
  • Expanding Deal Pipeline automation 
  • Setting up your product library

Overall HubSpot Sales Hub training customized to your company

  • Creating quotes
  • Target accounts
    • How to use the Target Accounts tool
    • How to determine what accounts to target
    • Assigning roles to contacts
  • Sales analytics tool
  • Sales Dashboards and Reporting
  • Using the Sales Calls tool
  • Understanding which documents are performing the best
  • Setting Goals and Forecasting
  • How to use the HubSpot mobile app and keyboard

Overall HubSpot Service Hub training customized to your company

Overall HubSpot
Service Hub
training

customized to
your company:

  • How to schedule meetings
  • Standardized email and chat responses
  • Helping customers self-serve through the knowledge base
  • Measuring customer experience
  • Sending feedback surveys
    • Custom survey
    • NPS
    • Support
    • Customer Satisfaction
  • Setting up ticketing pipeline automation
  • How to manage ticket records and ticket pipeline
  • Ticket record customization
  • Customize service reports and dashboards

Overall HubSpot CMS Hub training customized to your company:

Overall HubSpot
CMS Hub training
customized to
your company:

  • How to schedule meetings
  • Standardized email and chat responses
  • Helping customers self-serve through the knowledge base
  • Measuring customer experience
  • Sending feedback surveys
    • Custom survey
    • NPS
    • Support
    • Customer Satisfaction
  • Setting up ticketing pipeline automation
  • How to manage ticket records and ticket pipeline
  • Ticket record customization
  • Customize service reports and dashboards

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
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, CMS, 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)

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.

HubSpot User Group

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

We all live and work in a dynamic cycle of time.
Your personal and company needs change over time.

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.

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