SUNDIAL CONSULTING
Videos and Resources HubSpot
CRM for everyone
- Getting started with CRM
This is a very useful guide with specific links that will guide you through the tool and how you can customise it to your specific needs
https://knowledge.hubspot.com/get-started/manage-your-crm-database
Sales Team Training
Sales teams
- Self training videos and guides + Sales software certification
This is a self training guide on how you can use the CRM and also a certification if you choose to take it
https://academy.hubspot.com/training/
Useful Links
- How to create and connect your meetings link in HubSpot
- How to set up and manage snippets
- How to enable calling from within HubSpot
- Customize deal pipeline, sales stages
- How to create deals in HubSpot
- Create and share quotes
- Set up and import files to HubSpot
Setting up the your add-ins in HubSpot
Office 365 add-in
Set up
Use the add-in
- Track and log emails with the HubSpot Sales Office 365 add-in
- Use sales tools with the HubSpot Sales Office 365 add-in
- Use contact profiles with the HubSpot Sales Office 365 add-in
Troubleshoot the add-in
Outlook Add-in
Set up
Use the desktop add-in
- Track and log emails with the HubSpot Sales Outlook desktop add-in
- Use sales tools with the HubSpot Sales Outlook desktop add-in
- Use contact profiles with the HubSpot Sales Outlook desktop add-in
Troubleshoot the desktop add-in
- Troubleshoot the HubSpot Sales Outlook desktop add-in
- Uninstall the HubSpot Sales Outlook desktop add-in
Sales software certification
https://academy.hubspot.com/courses/hubspot-sales-software
Service Hub
Service Teams
- Self training videos and guides + Sales software certification
- https://academy.hubspot.com/courses/hubspot-service-software?library=true&=
Useful Links
- How to manage tickets on HubSpot
- Create customer satisfaction surveys
- Create a live chat
- How to set up and manage snippets
- Connect a Whatsapp channel to conversations inbox
- Connect aps to HubSpot
