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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/sales-reporting-hubspot
课程评论：没有评论
课程名称：HubSpot的销售报告 课程概述：本课程将帮助您利用商业数据，识别关键指标，以在HubSpot的仪表板上报告销售情况。您将首先学习如何运营一个数据驱动的企业，如何在HubSpot的CRM中审核、清理和组织数据。接下来，将学习如何识别用于分析销售和客户服务成功的关键指标，涵盖引入方法论各阶段的测试类型、使用销售中心工具以及各阶段的报告。课程中，您将创建一个视觉上吸引人的HubSpot自定义报告，并学习数据可视化的最佳实践。最后，通过一个项目，您将应用在仪表板上报告数据的技能。 课程结束时，您将能够： • 为企业设定数据驱动的目标 • 在HubSpot中清理和组织数据 • 创建HubSpot中的自定义联系人属性 • 识别数据如何帮助改善客户吸引力 • 确定销售有效性分析的关键指标 • 分析销售内容 • 解释使用销售中心进行预测的重要性及步骤 • 识别客户服务成功指标 • 评估客户服务成功 • 在HubSpot中创建自定义报告 • 描述数据可视化的最佳实践 • 在HubSpot中创建吸引人的仪表板 • 演示在报告和仪表板中使用数据 不论您当前的经验如何，本课程将指导您如何创建一个数据驱动的企业，并在HubSpot仪表板上报告您的销售工作。此课程适合任何希望起步销售职业的人，无论是正在职业转变寻找入门职位，还是希望提高当前销售代表技能的人士，且不需要背景知识或经验。 在整个课程中，您将完成实际练习，应用所学技能，例如创建自定义联系人属性、在客户关系每个阶段报告以及在HubSpot中创建视觉吸引力强的仪表板。最终，您将汇集自己的工作并提交课程项目。 课程大纲： 第一部分：数据驱动业务基础 内容：第一周您将学习利用数据驱动决策和目标设定的重要性，将介绍黄金圈框架以定义商业目的，以及如何通过SWOT分析实现目的。同时，您还将学习如何设定SMART目标，并在HubSpot CRM中组织数据并创建自定义联系人属性。 第二部分：使用报告推动成功 内容：本周您将探讨潜在客户管理的吸引、参与和悦心阶段。学习确保您的营销内容吸引目标人物的关键指标，以及如何分析销售数据和客户服务成功指标来评估产品的成功。 第三部分：仪表板与自定义报告 内容：本周将深入研究在HubSpot中创建自定义报告和吸引人的仪表板。学习如何使用HubSpot的工具来组织和展示您收集的所有数据，以创造有效沟通的视觉报告和仪表板。 第四部分：HubSpot的报告应用 内容：最后一周的重点在于将您新获得的知识应用于课程项目，结合您在整个课程中完成的所有练习，并提交给同伴评审。
Part: 1
Title:Data-Driven Business Foundation
Description:In the first week you will learn the importance of using data to drive your decision making and goals for your business. You’ll be introduced to the concept of the Golden Circle Framework for defining your business purpose as well as how to fulfill your purpose with a SWOT analysis. You’ll also learn how to set SMART goals. In the second lesson you’ll learn how to use HubSpot CRM to organize your data into records and create custom contact properties.
Part: 2
Title:Use Reporting to Drive Success
Description:This week you will explore the attract, engage, and delight stages of lead management. You’ll learn key metrics to ensure your marketing content is attracting your target persona. You’ll also learn how to analyze your sales data and customer service success metrics to evaluate the success of your product.
Part: 3
Title:Dashboards and Custom Reports
Description:This week is a deep dive into creating custom reports and compelling dashboards in HubSpot. You’ll learn how to engage with HubSpot’s tools to organize and display all the data you’ve collected. You’ll learn how to use HubSpot to create visually appealing dashboards and reports that will help you communicate your findings effectively.
Part: 4
Title:Reporting with Hubspot: Application
Description:The focus in the final week is the application of your new knowledge with your course project in which you will combine all the exercises you have completed throughout the course and submit them for peer review.
In this course, you will use your business data and identify key metrics in order to report on sales with HubSpot’s dashboards. First, you will learn how to operate a data-driven business and how to audit, clean, and organize your data within HubSpot’s CRM. You will then learn to identify the key metrics used to analyze your data on sales and customer service success, within the stages of the Inbound Methodology. This will cover types of testing, using the Sales Hub tools, and reporting in each stage of the methodology. Next, you will walk through the steps to create a visually compelling custom report in HubSpot’s dashboards, including learning the best practices for data visualization. Finally, the course will culminate in a project that asks you to apply your skills in reporting data on the dashboard. By the end of this course you will be able to: • Set data-driven goals for a business • Clean and organize your data in HubSpot • Create custom contact properties in HubSpot • Identify ways in which data can help improve the attraction of customers • Identify key metrics for sales effectiveness analysis • Analyze sales content • Explain the importance and the steps involved in forecasting using sales hub • Identify key customer service success metrics • Evaluate customer service success • Create a custom report in HubSpot • Describe data visualization best practices • Create a visually compelling dashboard in HubSpot • Demonstrate the use of data in reporting and dashboards Regardless of your current experience, this course will instruct you on how to create a data-driven business and report on your sales efforts within the HubSpot dashboard. 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 creating a custom contact property, reporting on each stage in customer relationship, and creating a visually compelling dashboard in HubSpot. You will compile your work and submit it as a project at the end of the course.
