Introduction to CRM with HubSpot from Coursera

With “Grow Better” as their mantra, HubSpot has mastered the CRM game. Also, as a platform, HubSpot is able to easily sync and work with other platforms which allows you to incorporate every aspect of your business to better streamline and manage your company. HubSpot is an invaluable tool that is sure to improve your company’s growth, productivity, and brand!

Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

What's inside

Syllabus

Introduction to CRM with HubSpot

In this project, we will develop and utilize a CRM in HubSpot and learn how to utilize our CRM to better grow and manage our business. HubSpot is a cloud-based customer relationship management (CRM) platform that can improve all aspects of your business. The HubSpot CRM is a launching pad to all other customer-facing teams as it houses all customer data ranging from contact information to detailed communication logs. HubSpot allows you to incorporate your sales, marketing, and customer service processes into one, all-inclusive platform with their CRM as the foundation. With its user friendly features, HubSpot allows you to easily manage and grow your customers as well as improve your business relationship with existing customers. Best of all, HubSpot’s CRM is completely free! With “Grow Better” as their mantra, HubSpot has mastered the CRM game. Also, as a platform, HubSpot is able to easily sync and work with other platforms which allows you to incorporate every aspect of your business to better streamline and manage your company. HubSpot is an invaluable tool that is sure to improve your company’s growth, productivity, and brand!

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Helps learners develop and utilize a CRM in HubSpot

Introduces learners to the HubSpot CRM platform

Great for learners who want to improve their business relationship with existing customers

Well-suited for learners who want to manage and grow their customers

Beneficial for learners who want to improve their company’s productivity, growth, and brand

Suitable for learners in the North America region

Reviews summary

Hubspot crm fundamentals

Learners say that Introduction to CRM with HubSpot is a largely positive course that offers good introductory lessons for beginners. Many students appreciate how useful and informative the videos, exercises, and demos are and how they help familiarize learners with the HubSpot CRM platform. While some note that the interface has changed since the course was created, most learners emphasize how Abby, the instructor, explains the features in an easy-to-follow manner. Students also say the course provides a solid foundation for those interested in learning CRM or in those seeking to advance their customer service skills.

Instructor Abby presents the material clearly and understandably.

"Great explanation and very precise to the point."

"The way Ms. Abby explained the topic was really admirable."

"The instructor kept the work simple enough that even a beginner like me was able to understand and grasp the concepts."

Many students remark on how suitable this course is for beginners.

"Completely beginner friendly"

"Simple, nice and easy way to familiarize with HubSpot platform :)"

"I feel that I got with the enough knowledge to continuo my own practice at the plataform, the teacher was very clear and she has a good voice to enroll you with the practice."

Several students mention that the HubSpot interface has been updated since the course was created.

"Well-structured course, but the UI has been updated since this course was launched and not everything matches."

"Very helpful but unfortunately the layout and interface of HubSpot have completely changed so the videos are outdated and it was a bit difficult to follow along. "

"I liked the intro, but a lot of the stuff was outdated. The whole last part of the project I couldn't do because I didn't have the same view or access maybe."

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 Introduction to CRM with HubSpot with these activities:

Review SQL basics

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Help you refresh your SQL skills, which will be useful for working with CRM data.

Browse courses on SQL

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Review the basics of SQL syntax.
Practice writing SQL queries.
Complete a few SQL tutorials.

Practice using HubSpot's CRM

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Provide you with hands-on experience using HubSpot's CRM, which will help you apply the concepts you learn in the course.

Browse courses on HubSpot CRM

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Set up a HubSpot account.
Create a few sample contacts and companies.
Log a few sales activities.
Run a few reports.

Join a HubSpot user group

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Provide you with the opportunity to connect with other HubSpot users and learn from their experiences.

Browse courses on Peer Support

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Find a local HubSpot user group.
Attend a few meetings.
Share your experiences and learn from others.

One other activity

Expand to see all activities and additional details

Show all four activities

Create a blog post about a CRM success story

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Give you the opportunity to apply your knowledge of CRM and demonstrate your understanding of the course material.

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Research a successful CRM implementation.
Interview the customer or consultant involved.
Write a blog post about the success story.

Career center

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

Customer Relationship Manager

Customer Relationship Managers (CRMs) play a key role in managing and growing customer relationships. They are responsible for developing and implementing strategies to improve customer satisfaction, loyalty, and lifetime value. This course can help CRMs build a strong foundation in CRM principles and best practices. It will also provide them with the skills and knowledge needed to use HubSpot, a leading CRM platform, to effectively manage customer interactions and data.

See salaries and explore the career path for Customer Relationship Manager

Marketing Manager

Marketing Managers are responsible for developing and executing marketing campaigns to generate leads and drive sales. They need to have a strong understanding of CRM principles and best practices in order to effectively manage customer relationships and data. This course can help Marketing Managers build a strong foundation in CRM and HubSpot, a leading CRM platform. It will also provide them with the skills and knowledge needed to use HubSpot to effectively manage marketing campaigns and track results.

See salaries and explore the career path for Marketing Manager

Sales Manager

Sales Managers are responsible for leading and managing sales teams to achieve sales targets. They need to have a strong understanding of CRM principles and best practices in order to effectively manage customer relationships and data. This course can help Sales Managers build a strong foundation in CRM and HubSpot, a leading CRM platform. It will also provide them with the skills and knowledge needed to use HubSpot to effectively manage sales teams and track results.

See salaries and explore the career path for Sales Manager

Business Analyst

Business Analysts are responsible for analyzing business processes and identifying opportunities for improvement. They need to have a strong understanding of CRM principles and best practices in order to effectively analyze customer data and make recommendations for process improvements. This course can help Business Analysts build a strong foundation in CRM and HubSpot, a leading CRM platform. It will also provide them with the skills and knowledge needed to use HubSpot to effectively analyze customer data and make recommendations for process improvements.

See salaries and explore the career path for Business Analyst

Data Analyst

Data Analysts are responsible for collecting, analyzing, and interpreting data to identify trends and patterns. They need to have a strong understanding of CRM principles and best practices in order to effectively analyze customer data and make recommendations for data-driven decisions. This course can help Data Analysts build a strong foundation in CRM and HubSpot, a leading CRM platform. It will also provide them with the skills and knowledge needed to use HubSpot to effectively analyze customer data and make recommendations for data-driven decisions.

See salaries and explore the career path for Data Analyst

Product Manager

Product Managers are responsible for developing and managing products to meet the needs of customers. They need to have a strong understanding of CRM principles and best practices in order to effectively manage customer relationships and data. This course can help Product Managers build a strong foundation in CRM and HubSpot, a leading CRM platform. It will also provide them with the skills and knowledge needed to use HubSpot to effectively manage product development and track customer feedback.

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Project Manager

Project Managers are responsible for planning, executing, and closing projects. They need to have a strong understanding of CRM principles and best practices in order to effectively manage customer relationships and data. This course can help Project Managers build a strong foundation in CRM and HubSpot, a leading CRM platform. It will also provide them with the skills and knowledge needed to use HubSpot to effectively manage projects and track customer progress.

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Operations Manager

Operations Managers are responsible for overseeing the day-to-day operations of a business. They need to have a strong understanding of CRM principles and best practices in order to effectively manage customer relationships and data. This course can help Operations Managers build a strong foundation in CRM and HubSpot, a leading CRM platform. It will also provide them with the skills and knowledge needed to use HubSpot to effectively manage operations and track customer progress.

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Financial Analyst

Financial Analysts are responsible for analyzing financial data to make recommendations for investment decisions. They need to have a strong understanding of CRM principles and best practices in order to effectively analyze customer data and make recommendations for data-driven decisions. This course can help Financial Analysts build a strong foundation in CRM and HubSpot, a leading CRM platform. It will also provide them with the skills and knowledge needed to use HubSpot to effectively analyze customer data and make recommendations for investment decisions.

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Graphic designer

Graphic Designers are responsible for creating visual content, such as logos, brochures, and websites. They need to have a strong understanding of CRM principles and best practices in order to effectively create visual content that supports marketing and sales efforts. This course may be useful for Graphic Designers who want to learn more about CRM and HubSpot, a leading CRM platform. It will provide them with the skills and knowledge needed to use HubSpot to effectively create visual content that supports marketing and sales efforts.

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Social Media Manager

Social Media Managers are responsible for managing social media accounts and creating content that engages customers. They need to have a strong understanding of CRM principles and best practices in order to effectively manage social media accounts and create content that supports marketing and sales efforts. This course may be useful for Social Media Managers who want to learn more about CRM and HubSpot, a leading CRM platform. It will provide them with the skills and knowledge needed to use HubSpot to effectively manage social media accounts and create content that supports marketing and sales efforts.

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Content Writer

Content Writers are responsible for creating written content, such as blog posts, articles, and social media posts. They need to have a strong understanding of CRM principles and best practices in order to effectively create written content that supports marketing and sales efforts. This course may be useful for Content Writers who want to learn more about CRM and HubSpot, a leading CRM platform. It will provide them with the skills and knowledge needed to use HubSpot to effectively create written content that supports marketing and sales efforts.

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Customer Success Manager

Customer Success Managers are responsible for ensuring that customers are satisfied with their products or services. They need to have a strong understanding of CRM principles and best practices in order to effectively manage customer relationships and data. This course can help Customer Success Managers build a strong foundation in CRM and HubSpot, a leading CRM platform. It will also provide them with the skills and knowledge needed to use HubSpot to effectively manage customer relationships and track customer progress.

See salaries and explore the career path for Customer Success Manager

Software Engineer

Software Engineers are responsible for designing, developing, and maintaining software applications. They need to have a strong understanding of CRM principles and best practices in order to effectively design and develop software applications that meet the needs of customers. This course may be useful for Software Engineers who want to learn more about CRM and HubSpot, a leading CRM platform. It will provide them with the skills and knowledge needed to use HubSpot to effectively design and develop software applications that integrate with CRM systems.

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Web Developer

Web Developers are responsible for designing and developing websites. They need to have a strong understanding of CRM principles and best practices in order to effectively design and develop websites that integrate with CRM systems. This course may be useful for Web Developers who want to learn more about CRM and HubSpot, a leading CRM platform. It will provide them with the skills and knowledge needed to use HubSpot to effectively design and develop websites that integrate with CRM systems.

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