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Mastering HubSpot: Essential Tools for Elevating RaycoWylie’s Sales Success

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About Course

Welcome to the HubSpot Training Session designed for the RaycoWylie sales team. Today, we’ll be diving into how HubSpot can streamline your sales processes and enhance your customer interactions. We’ll start with the basics of Contact Management, showing you how to effectively organize and manage your contacts. Next, we’ll guide you through creating contact lists and delve into strategies for effective prospecting to enhance your sales outreach.

We’ll explore how AI-generated emails can save you time and increase engagement, and introduce you to the power of HubSpot Snippets for quick communication. Then, we’ll walk you through creating a deal, managing your deals pipeline, and customizing your sales pipeline to fit the unique needs of our company.

Furthermore, we’ll cover how to utilize the Sales Document Library to keep your sales materials organized and accessible. Finally, we’ll conclude with a deep dive into generating insightful reports and customizing dashboards to track your sales performance effectively.

By the end of this session, you’ll be equipped with the knowledge and tools to leverage HubSpot’s features to their fullest potential, driving efficiency and success in your sales efforts.


00:00 Introduction

00:27 Contact Management

02:07 Create Contact Lists

03:19 Prospecting

04:26 AI-Generated Emails

06:37 HubSpot Snippets

08:52 Create a Deal

09:47 Deals Pipeline

10:57 Customize Sales Pipeline

11:41 Sales Document Library

14:17 Reports & Dashboards

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What Will You Learn?

  • Manage and organize contacts effectively.
  • Create targeted contact lists for marketing campaigns.
  • Utilize AI for creating personalized emails.
  • Navigate and customize the deals pipeline.
  • Implement HubSpot Snippets for quick communication.
  • Access and use the Sales Document Library efficiently.
  • Develop and analyze sales reports and dashboards.

Course Content

This HubSpot training for the RaycoWylie sales team covers everything from contact management to creating deals and customizing sales pipelines. Participants will learn to use AI for email engagement, manage documents, and analyze performance through reports and dashboards. The session is designed to enhance sales efficiency and drive success using HubSpot’s powerful tools.

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    (418) 266-6600

    Hours of Operation (Eastern Time - Montreal)

    Monday – Friday 9am-5pm 
    Weekend – Closed