Sales Reporting with HubSpot from Coursera

In this course, you will use your business data and identify key metrics in order to report on sales with HubSpot’s dashboards. First, you will learn how to operate a data-driven business and how to audit, clean, and organize your data within HubSpot’s CRM. You will then learn to identify the key metrics used to analyze your data on sales and customer service success, within the stages of the Inbound Methodology. This will cover types of testing, using the Sales Hub tools, and reporting in each stage of the methodology. Next, you will walk through the steps to create a visually compelling custom report in HubSpot’s dashboards, including learning the best practices for data visualization. Finally, the course will culminate in a project that asks you to apply your skills in reporting data on the dashboard. By the end of this course you will be able to: • Set data-driven goals for a business • Clean and organize your data in HubSpot • Create custom contact properties in HubSpot • Identify ways in which data can help improve the attraction of customers • Identify key metrics for sales effectiveness analysis • Analyze sales content • Explain the importance and the steps involved in forecasting using sales hub • Identify key customer service success metrics • Evaluate customer service success • Create a custom report in HubSpot • Describe data visualization best practices • Create a visually compelling dashboard in HubSpot • Demonstrate the use of data in reporting and dashboards Regardless of your current experience, this course will instruct you on how to create a data-driven business and report on your sales efforts within the HubSpot dashboard. This course is intended for anyone interested in jumpstarting their career in sales - whether you’re changing careers and looking for an entry-level role, or want to hone your skills in your current role as a sales representative. It does not require any background knowledge or experience to get started. Throughout the course, you will complete exercises that ask you to apply the skills you have learned in a practical way, such as creating a custom contact property, reporting on each stage in customer relationship, and creating a visually compelling dashboard in HubSpot. You will compile your work and submit it as a project at the end of the course.

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Instructs learners on setting data-driven business goals, a highly relevant skill for career advancement in sales

Guides learners through organizing and cleaning data within HubSpot's CRM, building a strong foundation in data management

Prepares learners for analyzing data on sales and customer service success within the stages of the Inbound Methodology, an industry-recognized framework for sales and marketing

Covers key customer service success metrics, helping learners measure and improve the effectiveness of their customer service efforts

Develops skills in creating visually compelling dashboards in HubSpot, enabling learners to effectively present data insights

Teaches learners how to use data in reporting and dashboards, enhancing their ability to communicate data-driven insights

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 Sales Reporting with HubSpot with these activities:

Review HubSpot's CRM basics

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Brushing up on your understanding of HubSpot's CRM will help you hit the ground running in the course and make the learning process smoother.

Browse courses on HubSpot CRM

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Go through HubSpot's documentation on their CRM
Watch a few tutorial videos on HubSpot's CRM

Review the book 'Inbound Sales' by Brian Halligan

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This book provides valuable insights into the inbound sales methodology, which is essential for understanding how to use HubSpot effectively.

View Inbound on Amazon

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Read the book
Take notes on the key concepts
Discuss the book with other students or professionals

Practice creating custom contact properties

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Creating custom contact properties is a crucial skill for organizing and managing your data in HubSpot. This activity will help you develop proficiency in this area.

Browse courses on Contact Management

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Create a list of potential custom contact properties for a specific business scenario
Create those custom contact properties in HubSpot
Test the custom contact properties by adding them to a few contacts

Three other activities

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Join a study group for this course

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Joining a study group can help you stay motivated, improve your understanding of the course material, and make new connections.

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Find a study group or create your own
Meet with your study group regularly
Discuss the course material
Help each other with assignments

Follow HubSpot's tutorials on sales analytics

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HubSpot provides comprehensive tutorials on sales analytics. Following these tutorials will help you gain a deeper understanding of how to analyze your sales data and make informed decisions.

Browse courses on Sales Analytics

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Go through HubSpot's tutorials on sales analytics
Apply what you've learned by creating a custom report on a specific sales metric

Write a blog post on using HubSpot to improve sales performance

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Writing a blog post will help you synthesize your learning and share your knowledge with others. It will also force you to think critically about the concepts covered in the course.

Browse courses on Sales Performance

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Choose a specific topic related to using HubSpot to improve sales performance
Research and gather information on the topic
Write a draft of the blog post
Edit and revise the blog post
Publish the blog post

Career center

Learners who complete Sales Reporting with HubSpot will develop knowledge and skills that may be useful to these careers:

Data Analyst

Data Analysts are responsible for gathering, cleaning, and organizing data to help businesses make better decisions. This course will teach you how to do all of these things using HubSpot's CRM, which is a powerful tool for data analysis. By taking this course, you will gain the skills you need to become a successful Data Analyst.

See salaries and explore the career path for Data Analyst

Marketing Analyst

Marketing Analysts use data to understand how marketing campaigns are performing and to identify opportunities for improvement. This course will teach you how to use HubSpot's dashboards to create custom reports that can help you track the success of your marketing campaigns. By taking this course, you will gain the skills you need to become a successful Marketing Analyst.

See salaries and explore the career path for Marketing Analyst

Sales Operations Analyst

Sales Operations Analysts use data to improve the efficiency of sales processes. This course will teach you how to use HubSpot's Sales Hub tools to automate tasks, track sales performance, and forecast future sales. By taking this course, you will gain the skills you need to become a successful Sales Operations Analyst.

See salaries and explore the career path for Sales Operations Analyst

Customer Success Manager

Customer Success Managers help customers get the most value out of their products or services. This course will teach you how to use HubSpot's CRM to track customer interactions, identify customer needs, and resolve customer issues. By taking this course, you will gain the skills you need to become a successful Customer Success Manager.

See salaries and explore the career path for Customer Success Manager

Sales Representative

Sales Representatives are responsible for selling products or services to customers. This course will teach you how to use HubSpot's Sales Hub tools to manage your sales pipeline, track customer interactions, and close deals. By taking this course, you will gain the skills you need to become a successful Sales Representative.

See salaries and explore the career path for Sales Representative

Business Analyst

Business Analysts use data to identify and solve business problems. This course will teach you how to use HubSpot's CRM to gather data, analyze data, and make recommendations for improvement. By taking this course, you will gain the skills you need to become a successful Business Analyst.

See salaries and explore the career path for Business Analyst

Project Manager

Project Managers are responsible for planning, executing, and closing projects. This course will teach you how to use HubSpot's CRM to manage projects, track progress, and communicate with stakeholders. By taking this course, you will gain the skills you need to become a successful Project Manager.

See salaries and explore the career path for Project Manager

Market Researcher

Market Researchers use data to understand customer needs and trends. This course will teach you how to use HubSpot's CRM to conduct surveys, analyze data, and make recommendations for product development or marketing campaigns. By taking this course, you will gain the skills you need to become a successful Market Researcher.

See salaries and explore the career path for Market Researcher

Data Scientist

Data Scientists use data to build predictive models and solve complex problems. This course will teach you how to use HubSpot's CRM to gather data, clean data, and build models. By taking this course, you will gain the skills you need to become a successful Data Scientist.

See salaries and explore the career path for Data Scientist

Financial Analyst

Financial Analysts use data to analyze financial performance and make investment recommendations. This course will teach you how to use HubSpot's CRM to track financial data, analyze trends, and make recommendations for improvement. By taking this course, you will gain the skills you need to become a successful Financial Analyst.

See salaries and explore the career path for Financial Analyst

Operations Manager

Operations Managers are responsible for planning, executing, and controlling the operations of a business. This course will teach you how to use HubSpot's CRM to manage operations, track progress, and communicate with stakeholders. By taking this course, you will gain the skills you need to become a successful Operations Manager.

See salaries and explore the career path for Operations Manager

Product Manager

Product Managers are responsible for planning, developing, and launching products. This course will teach you how to use HubSpot's CRM to manage product development, track progress, and communicate with stakeholders. By taking this course, you will gain the skills you need to become a successful Product Manager.

See salaries and explore the career path for Product Manager

Human Resources Manager

Human Resources Managers are responsible for managing the human resources of a business. This course will teach you how to use HubSpot's CRM to manage employee data, track performance, and communicate with employees. By taking this course, you will gain the skills you need to become a successful Human Resources Manager.

See salaries and explore the career path for Human Resources Manager

Consultant

Consultants provide advice and guidance to businesses on a variety of topics. This course will teach you how to use HubSpot's CRM to manage client relationships, track progress, and communicate with clients. By taking this course, you will gain the skills you need to become a successful Consultant.

See salaries and explore the career path for Consultant

Entrepreneur

Entrepreneurs start and run their own businesses. This course will teach you how to use HubSpot's CRM to manage your business, track progress, and communicate with customers. By taking this course, you will gain the skills you need to become a successful Entrepreneur.

See salaries and explore the career path for Entrepreneur

Sales Reporting with HubSpot

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