Send personalized sales messages at scale with sequences, and explore tasks, deals, and views with this HubSpot sales training. Access the session pre-read materials (and refer to them post-session) and then join us on-demand to get your smarketing framework in place.
Send personalized sales messages at scale with sequences, and explore tasks, deals, and views with this HubSpot sales training.
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Part 1: Principles |
Part 2: Product |
Part 3: People |
Get in the right mindset for what to include in your integration with this presentation.
Begin with this workbook for filling out the fields, lists, and email preferences for your integration.
Take inventory and review your existing content and segmentation.
In this video, you will get an understanding of what presets are in Adestra and how they help you to automate set-up of email campaigns.
Use deals in HubSpot to track potential revenue through your sales process.
Index pages and include actions and filters you can use to customize and segment your records.
Keep track of your to-do list in HubSpot by creating tasks. You can create tasks as reminders for specific records and manage multiple tasks in task queues.
Filter the timeline on a record to display specific types of activities. You can also filter based on the users or teams who created the activity or are assigned to the task.
With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time.
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