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Crie seu primeiro funil de conversão e CRM com Hubspot

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.

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

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Prepare your learning environment and gather your resources to fully immerse yourself in the course content.

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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

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Aprimore seus conhecimentos do HubSpot seguindo tutoriais gratuitos fornecidos pela HubSpot Academy.

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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

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Melhore seu conhecimento dos recursos do HubSpot criando uma lista abrangente de recursos.

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Pesquisar recursos disponíveis no HubSpot
Organizar recursos por categoria
Adicionar descrições e links para cada recurso

Five other activities

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Participar de um workshop do HubSpot

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Amplie seus conhecimentos do HubSpot participando de um workshop oficial.

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Encontrar um workshop do HubSpot relevante
Inscrever-se no workshop
Participar do workshop

Criar e gerenciar negócios

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Fortaleça seus conhecimentos sobre o gerenciamento de negócios no HubSpot criando e gerenciando negócios de prática.

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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

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Aprimore suas habilidades de automação criando um fluxo de trabalho automatizado no HubSpot.

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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

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Demonstre suas habilidades analíticas criando um relatório de gerenciamento de relacionamento com o cliente usando os dados do HubSpot.

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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

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Aplique seus conhecimentos de gestão de relacionamento com o cliente em um contexto do mundo real voluntariado em uma organização sem fins lucrativos.

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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.

See salaries and explore the career path for Account Executive

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.

See salaries and explore the career path for Salesforce Administrator

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.

See salaries and explore the career path for Customer Relationship Manager

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.

See salaries and explore the career path for Customer Success Manager

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.

See salaries and explore the career path for CRM Analyst

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.

See salaries and explore the career path for E-commerce Manager

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.

See salaries and explore the career path for Marketing Manager

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.

See salaries and explore the career path for Social Media Specialist

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.

See salaries and explore the career path for Growth Marketing Manager

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.

See salaries and explore the career path for Marketing Coordinator

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.

See salaries and explore the career path for Digital Marketing Specialist

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.

See salaries and explore the career path for Sales Manager

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.

See salaries and explore the career path for Business Analyst

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.

See salaries and explore the career path for Product Manager

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.

See salaries and explore the career path for Consultant

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.

The Sales Acceleration Formula

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Este livro oferece insights sobre como usar dados e tecnologia para otimizar o processo de vendas. Ele complementa o curso do HubSpot, fornecendo estratégias práticas para melhorar a eficiência e os resultados de vendas.

(English) The Sales Acceleration Formula: Using Data,...

Hardcover

(中文) Sales acceleration formula: how to achieve rocket...

Crie seu primeiro funil de conversão e CRM com Hubspot

What's inside

Syllabus

Good to know

Save this course

Activities

Career center

Reading list

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