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Miguel Revesso Teixeira

Neste curso de aproximadamente 1 hora, com base em projeto, você poderá criar seu primeiro CRM (Customer Relationship Management) no HubSpot, onde você poderá acompanhar todas as interações com seus clientes e prospects e poderá definir lembretes, escrever notas, acompanhar todos os e-mails, ligações ou reuniões que tiver com eles.

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Neste curso de aproximadamente 1 hora, com base em projeto, você poderá criar seu primeiro CRM (Customer Relationship Management) no HubSpot, onde você poderá acompanhar todas as interações com seus clientes e prospects e poderá definir lembretes, escrever notas, acompanhar todos os e-mails, ligações ou reuniões que tiver com eles.

Você poderá visualizar tarefas, negócios, cadastros, funil de conversão, estatísticas e todas as ferramentas e informações necessárias para a otimização do tempo e um acompanhamento eficiente dos clientes. Tudo em um só lugar.

Com uma interface intuitiva Hubspot é uma excelente opção para dar um passo à frente no seu relacionamento profissional, uma vez que você poderá contactá-los no momento certo, com a mensagem correta e assim, fechar mais vendas.

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What's inside

Syllabus

Visão Geral do Projeto
No final deste projeto, você poderá criar seu primeiro CRM (Customer Relationship Management) no HubSpot, onde você poderá acompanhar todas as interações com seus clientes e prospects e poderá definir lembretes, escrever notas, acompanhar todos os e-mails, ligações ou reuniões que tiver com eles.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Destina-se a quem busca otimizar o relacionamento com clientes através do acompanhamento de interações e definição de lembretes
Ensina os recursos essenciais de um CRM, como acompanhar tarefas, negócios e funil de conversão
Oferece uma visão geral do projeto de criação de um CRM no HubSpot, plataforma reconhecida no mercado
Requer conhecimento prévio de ferramentas de CRM e gerenciamento de relacionamento com o cliente
Duração estimada de 1 hora, o que pode ser insuficiente para uma cobertura mais aprofundada do assunto

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Crie seu primeiro funil de conversão e CRM com Hubspot with these activities:
Organize Course Materials
Prepare your learning environment and gather your resources to fully immerse yourself in the course content.
Show steps
  • Create a dedicated study space for focused learning.
  • Compile all provided course materials, handouts, and assignments.
  • Set up a filing system for easy access and organization of materials.
Seguir tutoriais do HubSpot Academy
Aprimore seus conhecimentos do HubSpot seguindo tutoriais gratuitos fornecidos pela HubSpot Academy.
Show steps
  • Navegar no catálogo de cursos da HubSpot Academy
  • Selecionar um tutorial relevante
  • Seguir as instruções do tutorial e concluir o curso
Criar uma lista de recursos do HubSpot
Melhore seu conhecimento dos recursos do HubSpot criando uma lista abrangente de recursos.
Show steps
  • Pesquisar recursos disponíveis no HubSpot
  • Organizar recursos por categoria
  • Adicionar descrições e links para cada recurso
Five other activities
Expand to see all activities and additional details
Show all eight activities
Participar de um workshop do HubSpot
Amplie seus conhecimentos do HubSpot participando de um workshop oficial.
Show steps
  • Encontrar um workshop do HubSpot relevante
  • Inscrever-se no workshop
  • Participar do workshop
Criar e gerenciar negócios
Fortaleça seus conhecimentos sobre o gerenciamento de negócios no HubSpot criando e gerenciando negócios de prática.
Show steps
  • Criar um novo negócio
  • Adicionar contatos e empresas ao negócio
  • Definir estágios do funil de vendas para o negócio
  • Converter um negócio em cliente
Automatizar o fluxo de trabalho
Aprimore suas habilidades de automação criando um fluxo de trabalho automatizado no HubSpot.
Show steps
  • Identificar um processo repetitivo para automatizar
  • Criar um fluxo de trabalho no HubSpot
  • Configurar gatilhos, ações e condições
  • Testar e implantar o fluxo de trabalho
Criar um relatório de gerenciamento de relacionamento com o cliente
Demonstre suas habilidades analíticas criando um relatório de gerenciamento de relacionamento com o cliente usando os dados do HubSpot.
Show steps
  • Coletar dados do HubSpot
  • Analisar os dados e identificar tendências
  • Criar visualizações e gráficos
  • Escrever um relatório resumindo as descobertas
Voluntário em uma organização sem fins lucrativos
Aplique seus conhecimentos de gestão de relacionamento com o cliente em um contexto do mundo real voluntariado em uma organização sem fins lucrativos.
Show steps
  • Encontrar uma organização sem fins lucrativos que se alinhe com seus interesses
  • Oferecer seus serviços de gerenciamento de relacionamento com o cliente
  • Trabalhar com a organização para implementar estratégias de CRM

Career center

Learners who complete Crie seu primeiro funil de conversão e CRM com Hubspot will develop knowledge and skills that may be useful to these careers:
Account Executive
An Account Executive manages relationships with existing customers to ensure satisfaction and retention. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer interactions throughout the account lifecycle. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of account planning, customer service, and sales techniques.
Salesforce Administrator
A Salesforce Administrator manages and configures Salesforce CRM systems. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM) and provide practical experience in using HubSpot. By learning how to use HubSpot, you can gain hands-on experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of CRM system administration and customization.
Customer Relationship Manager
A Customer Relationship Manager (CRM) builds and maintains relationships with customers to ensure satisfaction and loyalty. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM) and provide practical experience in using HubSpot. By learning how to use HubSpot, you can gain hands-on experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of customer service, relationship building, and sales techniques.
Customer Success Manager
A Customer Success Manager manages relationships with existing customers to ensure satisfaction, adoption, and retention. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer interactions throughout the customer lifecycle. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of customer onboarding, customer support, and relationship building.
CRM Analyst
A CRM Analyst analyzes customer data to identify trends and patterns and make recommendations for improving customer relationships. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM) and provide practical experience in using HubSpot. By learning how to use HubSpot, you can gain hands-on experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of data analysis and reporting in CRM.
E-commerce Manager
An E-commerce Manager plans and executes e-commerce strategies to achieve business objectives. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer interactions across e-commerce channels. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of online marketing, product management, and customer service.
Marketing Manager
A Marketing Manager plans and executes marketing campaigns to achieve organizational goals. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer interactions across marketing channels. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of market research, competitive analysis, and brand management.
Social Media Specialist
A Social Media Specialist plans, manages, and executes social media strategies to achieve organizational goals. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer interactions on social media. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of personalized marketing and creating targeted content for different customer segments.
Growth Marketing Manager
A Growth Marketing Manager leads and manages growth marketing initiatives to acquire and retain customers. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer interactions across the customer lifecycle. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of growth hacking, customer acquisition, and retention marketing.
Marketing Coordinator
A Marketing Coordinator assists with the planning and execution of marketing campaigns. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer interactions across marketing channels. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of content creation, social media management, and event planning.
Digital Marketing Specialist
A Digital Marketing Specialist develops and executes digital marketing campaigns to reach target audiences. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer interactions across digital channels. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of search engine optimization (SEO), social media marketing, and content marketing.
Sales Manager
A Sales Manager leads and manages a sales team to achieve sales targets. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer interactions throughout the sales process. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of sales forecasting, pipeline management, and team leadership.
Business Analyst
A Business Analyst analyzes business processes to identify areas for improvement. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer interactions across different business processes. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of process mapping, data analysis, and stakeholder management.
Product Manager
A Product Manager plans and executes product strategies to achieve business objectives. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking customer feedback and product usage. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of market research, product development, and customer experience.
Consultant
A Consultant provides expert advice and guidance to clients on a variety of business issues. This course from Coursera Project Network can help build a foundation in customer relationship management (CRM), which is essential for understanding and tracking client interactions throughout the consulting lifecycle. By learning how to use HubSpot, you can gain practical experience in managing customer data, setting up email campaigns, and tracking website analytics. This course may also be helpful for understanding the importance of business analysis, project management, and relationship building.

Reading list

We've selected 13 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Crie seu primeiro funil de conversão e CRM com Hubspot.
Este livro foca na criação de um processo de vendas previsível e escalável. Ele fornece insights sobre como qualificar leads, construir pipelines e fechar negócios.
Este livro é útil para entender os princípios da experimentação e iteração no desenvolvimento de negócios e produtos. Ele fornece uma base para aplicar essas abordagens ao marketing e vendas.
Como o curso do HubSpot visa ajudar os alunos a criar funis de conversão eficazes, este livro oferece orientação prática sobre como atrair e adquirir clientes.
Este livro fornece uma estrutura para avaliar e desenvolver estratégias eficazes, o que é essencial para o sucesso em marketing e vendas.
Este livro é um guia prático para pequenas empresas criarem e implementarem estratégias de marketing eficazes com recursos limitados.
Este livro oferece estratégias práticas para melhorar as vendas e o desempenho da equipe.
Embora este livro não seja diretamente relacionado ao conteúdo do curso, ele oferece insights sobre estilo de vida e produtividade, que podem ser valiosos para profissionais de marketing e vendas ocupados.

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