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Sales Hub Admin: Managing a Sales Team in HubSpot

HubSpot via HubSpot Academy

Overview

If you're a sales manager, you need to make sure your reps are using Sales Hub in a way that will help them be more efficient and effective. In this course, you'll learn how to set up the most important tools for your team, and you'll also learn how to use the tools that have been designed specifically for you as a manager. By the end of this course, you'll know how to use Sales Hub to help you and your team succeed.

    Syllabus

    • Designing your Sales Process in HubSpot
      • Learn how to define your sales process and turn it into a deal pipeline in HubSpot CRM. This lesson also covers some useful properties and the basics of deal automation.
    • Sales Hub CPQ (Configure, Price, Quote)
      • In today's world, buyers expect a seamless purchase experience, and sales reps need to deliver on that. In this lesson, you'll learn how to create a product library, customize your quotes, and design a quote approval process.
    • Using Sales Hub's Sales Content Tools
      • Sales Hub is full of tools that are designed to help sales reps move faster. As a sales manager, one of the most helpful things you can do for your team is make sure these tools are set up and ready to go. This lesson will teach you everything you need to know to build out your sales content inside Sales Hub.
    • Coach Your Sales Team to Success With Conversation Intelligence
      • Developing a high-performing sales team is no easy feat, however, coaching is the key to success. But with call volumes increasing and more employees working from home, sales managers are struggling to coach and support their teams. With conversation intelligence, managers will gain the insights and capabilities to provide effective and consistent coaching across their scaling teams. In this lesson, you'll learn how to incorporate conversation intelligence to improve the performance of your sales reps, and develop a top-performing team.
    • Customizing Views and Records for Your Team
      • As your sales organization grows, it's important to configure Sales Hub to make your reps' jobs as easy to do as possible. You want to make sure they can get to the information they need quickly, and you'll also need to ensure that your reps are only seeing their records and not anybody else's. In this lesson, you'll learn how to create CRM views, customize CRM records, set the default properties for creating and viewing records, and enforce your sales process using required fields.
    • Managing Your Sales Team with HubSpot Reporting
      • When it comes to managing a sales team, reporting can help you identify the active needs of your team today as well as any issues that may lie ahead. Reporting can help you bring concrete numbers to discussions with other managers or key stakeholders. With the HubSpot reporting add-on, you can get the data you need when you need that information the most.
    • Forecasting and Analytics in Sales Hub
      • Good sales data is a necessary prerequisite to a successful coaching program, and Sales Hub has tools that surface the most relevant data points for you. In this lesson, you'll learn how to set goals for your team and then use the forecasting tool to help your reps stay on track. You'll also learn how the sales analytics tool can help you identify coaching opportunities for individual sellers and for your team.
    • Using Workflows in Your Sales Process
      • Sales reps spend a lot of times on data entry and administrative work. This lesson covers several examples of workflows that make life easier for your sales team and that also give you better, more reliable data on your customers. (Recorded from a live training given in Boston in September 2019)
    • Sales Admin: Next Steps
      • Additional resources for sales admins

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