HubSpot is a versatile platform designed to streamline and optimise various aspects of your business, from marketing and sales to customer service and automation.
Welcome to Lesson 1, where we'll provide a quick overview of HubSpot, its functionalities, and how to get started. Whether you're new to HubSpot or looking to deepen your understanding, this lesson will lay the groundwork for your journey with this powerful platform.
1. What is HubSpot?
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- HubSpot is a comprehensive platform offering various key functions:
- CRM (Customer Relationship Management): Organize and manage all your contacts, leads, and customer data in one place.
- Marketing Tool: Create landing pages, blogs, emails, social media ads, and track campaign performance through detailed reporting.
- Sales Tool: Manage relationships with prospects and customers through deals, track progress, and streamline sales processes.
- Service Tool: Handle customer support tickets, conduct surveys, and measure customer satisfaction with features like Net Promoter Score (NPS).
- Automation Platform: Automate repetitive tasks and business processes to improve efficiency and productivity.
- Integrations: Seamlessly integrate with other platforms and services, such as calling platforms like Aircall and SMS platforms like Message Media.
- HubSpot is a comprehensive platform offering various key functions:
2. Getting Started:
- Determine your HubSpot tier by accessing your portal dropdown at the top right corner and navigating to "Account and Billing."
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- Explore the products and add-ons section to identify your tier. Different tiers offer varying features and capabilities.
- Depending on your tier (Starter, Pro, or Enterprise), access to certain features may vary. We'll highlight feature dependencies throughout the training sessions.
Understanding its functionalities and your tier level is crucial for maximising its potential. Stay tuned for upcoming lessons where we'll dive deeper into specific features and functionalities based on your HubSpot tier. Let's embark on this HubSpot journey together!