Manage Sales Team In Hubspot In (2025) Automate Sales Process

[kingers]

Manage Sales Team In Hubspot In 2025. Automate Sales Process
Published 3/2025
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 2.04 GB | Duration: 4h 23m

Learn how to make more from your sales team with HubSpot. Use Sales Hub to manage your Sales team effectively.

What you'll learn

How to onboard and Manage Sales Team in HubSpot

Set up HubSpot Sales Hub

HubSpot Sales Processes and automations revealed

Learn HubSpot Sales Hub Pro and Enterprise features

Create and use Sales Reports

Lead Routing and other workflows

Lead Object in HubSpot explained

HubSpot forecast and goal setting

HubSpot Sales Funnel Example

Using all HubSpot Sales Tools available

Requirements

HubSpot users or complete beginners, no prior experience required

Description

Manage Sales Team in HubSpot in 2025: Automate Your Sales Process for Maximum EfficiencyIn today's fast-paced sales environment, managing a high-performing team requires more than just tracking deals-it demands automation, data-driven decisions, and seamless collaboration. This course will equip you with the skills to optimize your sales team's performance using HubSpot's latest tools and automation features in 2025.What You'll Learn:Sales Team Management in HubSpotSet up and configure HubSpot's Sales Hub for your teamAssign roles, permissions, and sales territories efficientlyTrack individual and team performance with real-time dashboardsSales Automation & Workflow OptimizationAutomate lead assignments, follow-ups, and deal progressionUse AI-powered tools to improve efficiency and reduce manual tasksSet up sequences, templates, and playbooks to standardize sales processesPipeline & Deal OptimizationDesign a structured sales pipeline tailored to your business modelImplement automation to move deals through the pipeline smoothlyUse HubSpot's reporting tools to track conversions and identify bottlenecksLead Management & NurturingCreate a Sales Funnel that will work for you even when you sleepUse Sequences for automating emails and tasksAutomate personalized follow-ups to close deals fasterTeam Collaboration & Performance TrackingEnhance teamwork with shared playbooks and centralized communicationMonitor key performance indicators (KPIs) and set measurable goalsUse HubSpot's forecasting tools to predict revenue and sales trendsWho Is This Course For?Sales Managers & Team Leads looking to streamline operationsBusiness Owners wanting to automate and scale their sales processesHubSpot Users aiming to leverage advanced sales automationAnyone who wants to increase sales productivity and close more dealsBy the end of this course, you'll have a fully automated, highly efficient sales process in HubSpot-empowering your team to focus on what truly matters: closing deals and driving revenue.Enroll now and take your sales management to the next level!

Overview

Section 1: Introduction

Lecture 1 Before you start learning

Section 2: HubSpot CRM & Sales Team Configurations

Lecture 2 Understand HubSpot CRM: Objects, Properties, Records and Values

Lecture 3 Create a Sales Team in HubSpot

Lecture 4 Enterprise: Permission Sets (Pro users can use permissions separately)

Lecture 5 Set up Permissions in Pro

Lecture 6 Standardize an interface, reports and data your team will see first in HubSpot

Lecture 7 Customize Views and sales data in HubSpot by HubSpot Executives

Lecture 8 Add custom properties

Lecture 9 Customize how your Sales team will see records data in HubSpot CRM

Lecture 10 Set up standards of how your Sales team will log and track data to HubSpot

Lecture 11 Make HubSpot a central system for all your sales apps

Lecture 12 Set up calling

Lecture 13 Lead Scoring (Updated - is not a part of Sales Hub from May 1, 2025)

Section 3: Map and automate your Sales Process

Lecture 14 Define and set up your Sales process PLUS HubSpot Sales Process Template

Lecture 15 Automate Sales Process

Lecture 16 Lead Qualification Framework PLUS HubSpot Template

Lecture 17 Lead routing workflow

Lecture 18 Set up Deal Pipeline and Deal Stages

Lecture 19 Test our Sales Process on practice & Sales Workspace

Lecture 20 (Optional) Set up Inbox step-by-step guide

Section 4: Sales Planning & Monitoring

Lecture 21 Sales Team Onboarding Plan

Lecture 22 Add users, set up User Profiles, assign Sales Seats

Lecture 23 Set up Sales Goals for teams and users

Lecture 24 Enterprise: Create Custom Goals

Lecture 25 Use Forecast effectively

Lecture 26 Product Library and Quoting Process

Lecture 27 Sales Analytics and Reports

Section 5: Sales reps onboarding, Sales Process tools and activities

Lecture 28 Configure personal settings: Emails, Calendars, Notifications, Profile

Lecture 29 Sales Workspace

Lecture 30 Install HubSpot CRM for Mobile

Lecture 31 Create a Meeting Scheduling Link

Lecture 32 Send emails and use its full power (Also tasks, documents, templates, snippets)

Lecture 33 Sequences

Lecture 34 Calling, Playbooks and coaching playlists

Lecture 35 HubSpot Sales Funnel Example

Section 6: Greetings

Lecture 36 Final word

Sales Executives,CEOs of small companies,Sales Reps willing to achieve more revenue,CRM / Sales Operations Specifalists,Anyabody who want to learn how to manage sales team in a powerful CRM,HubSpot users

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