Unit 2: Building Your First CRM
Building Our First CRM
16 Topics
Introducing Our Case Study
CRMs are Just Big, Beautiful Robot Filing Cabinets
Signing Up for a Free Zoho CRM Account
Intro to Modules, Records, and Fields
Where Do Records and Fields Come From?
Intro to Contacts, Accounts, and Deals
Intro to Notes, Attachments, and Tasks
Understanding Relational Databases
Reviewing Our Initial System Outline Again and Making Plans
Cleaning Up the CRM
Creating and Integrating Your Contact Intake Form
Creating Custom Fields and Working with Different Data Types
Booking Calendar Invites
Following the Entire Customer Lifecycle in the CRM
Customer Lifecycle Analytics and Reporting
Getting Curious About Other Important CRM Principles
Now Try it for Hubspot
6 Topics
Setting Up Our Hubspot Account
An Initial Tour of Hubspot’s Modules, Records, and Fields
Adding Custom Fields and Customizing the Modules
Building Affluence Financial Planning’s System in Hubspot
The Customer Lifecycle and Beyond Within Hubspot
Next Steps in the Rev Ops Bootcamp!
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The Customer Lifecycle and Beyond Within Hubspot
Unit 2: Building Your First CRM
Now Try it for Hubspot
The Customer Lifecycle and Beyond Within Hubspot
To work on some of the following, take a look at Hubspot’s material for
managing the sales process
:
Custom views
Reporting
Data imports
Integrations with other apps
etc.
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Unit 2: Building Your First CRM
Now Try it for Hubspot
The Customer Lifecycle and Beyond Within Hubspot
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