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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/lead-management-hubspot
课程评论：没有评论
课程名称：使用HubSpot进行潜在客户管理 课程概述：在本课程中，您将学习如何利用HubSpot的工具创建和实施有效的潜在客户管理策略。课程将介绍潜在客户管理在买家旅程中的重要性，并学习审计和映射流程的最佳实践，以及使用销售和市场营销服务水平协议（SLA）。您将学习如何根据细分和潜在客户资格框架来组织潜在客户，维护与潜在客户的关系也是关键部分。接下来，您将学习如何为潜在客户分配价值，以优先安排外联，同时快速将每个潜在客户分配给团队中的合适代表。您还将学习如何使用指标跟踪潜在客户管理的结果，并通过HubSpot的仪表板报告结果。最后，课程将 culminate 于在HubSpot中构建潜在客户管理流程的能力应用。 课程结束时，您将能够： - 描述潜在客户管理的重要性 - 创建有效的潜在客户管理策略 - 在HubSpot中细分、资格审核和组织潜在客户 - 创建潜在客户维护电子邮件营销活动 - 在HubSpot中通过潜在客户评分优先考虑潜在客户 - 管理经销售资格的潜在客户及其路由 - 确定跟踪潜在客户管理结果的指标 - 报告潜在客户管理结果 - 在HubSpot中创建潜在客户管理仪表板 - 体验并构建HubSpot中的潜在客户管理流程 无论您当前的经验如何，这门课程都将教授您在HubSpot中创建潜在客户管理流程和成功维护潜在客户关系所需的实践技能。该课程适合任何希望在销售领域快速发展的个人，无论是正在职业转换、寻找入门级角色，还是想要提升现有销售代表技能的人。开始学习不需要任何背景知识或经验。 课程大纲： 第一部分：潜在客户管理导论 在第一周，您将了解潜在客户管理的重要性和基本概念。学习定义潜在客户生命周期阶段，映射潜在客户管理流程，并利用服务水平协议设定销售和市场目标。您还会学习有效的“销售与营销”会议的领导方式。 第二部分：细分、资格审核和维护潜在客户 第二周将聚焦于组织和维护潜在客户。学习如何使用潜在客户资格框架进行细分和资格审核，并利用HubSpot的工具优化这些过程。 第三部分：潜在客户评分和路由 这周将主要关注潜在客户的优先级和路由。学习使用潜在客户评分来优先考虑合格潜在客户，建立HubSpot中的路由流程。 第四部分：衡量潜在客户管理成功 在第四周，您将学习如何创建HubSpot中的潜在客户管理仪表板，并使用它来衡量您的成功，寻找关键指标以进行分析，同时学习如何创建潜在客户管理报告。 第五部分：HubSpot的潜在客户管理应用 最后一周，您将整合在整个课程中完成的练习，并将其提交为同行评审项目。您将对同学的作品进行评审和反馈，并获得对自己工作的反馈。
Part: 1
Title:Introduction to Lead Management
Description:In the first week you will be introduced to the importance and fundamental concepts of lead management. You'll learn how to define your lead lifecycle stages and map out your lead management process. You'll also learn how to use a service level agreement to set your sales and marketing goals as well as how to lead an effective "smarketing" meeting. By the end of the week you will have completed three exercises that will become part of your final peer review project.
Part: 2
Title:Segmenting, Qualifying and Nurturing Leads
Description:This week you will focus on organizing and nurturing your leads. You'll learn how to segment and qualify leads with a lead qualification framework. You will also learn how to use HubSpots tools to optimize these processes. You’ll discover how to use HubSpot to create a lead nurturing campaign and workflow. You’ll complete two more exercises for your final project.
Part: 3
Title:Scoring and Routing Leads
Description:This week is all about lead prioritization and routing. You'll learn how to use lead scoring to prioritize your qualified leads and how to set up this process in HubSpot. In the second lesson you'll learn how to implement lead routing with HubSpot and why it is important to set up this process. You’ll use this new knowledge to complete the final exercise for your course project.
Part: 4
Title:Measuring Lead Management Success
Description:In the fourth week you'll learn how to create a lead management dashboard in HubSpot and use it to measure your lead management success. You'll discover key metrics to measure to analyze your success. You'll also learn how to create lead management reports in HubSpot.
Part: 5
Title:Lead Management with Hubspot: Application
Description:In the final week you will be assembling all the exercises you have completed throughout the course and submitting them as a peer review project. You'll review and give feedback on the work of your peers as well as receive feedback on your hard work.
In this course, you will learn how to create and implement an effective lead management strategy for your business using HubSpot’s tools. After learning the importance of lead management within the context of the buyer’s journey, you will learn best practices for auditing and mapping out your process as well as for using a sales and marketing SLA. You’ll learn how to organize your leads by both segmenting them and qualifying them within a lead qualification framework. Nurturing relationships with your leads will be a key part of these practices, as well. Next, you’ll learn how to assign values to leads in order to prioritize outreach along with how to quickly assign each lead to the right representative on your team. You’ll learn to use metrics to track your lead management results and report them using HubSpot’s dashboard. Finally, the course will culminate in the application of your skills to build a lead management flow in HubSpot. By the end of this course you will be able to: • Describe the importance of lead management • Create an effective lead management strategy • Segment, qualify and organize leads in HubSpot • Create a lead nurturing email campaign • Prioritize leads with lead scoring in HubSpot • Manage Sales Qualified Leads with Lead Routing • Identify metrics to track lead management results • Report on lead management results • Create a lead management dashboard in HubSpot • Experience and build a lead management flow in HubSpot Regardless of your current experience, this course will teach you the practices you need to create a lead management flow in HubSpot and successfully nurture your lead relationships. 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 mapping your lead management process, scoring leads with a worksheet, and creating a lead routing workflow. You will compile your work and submit it as a project at the end of the course.
