Small Group Coaching: Advanced CRM

Jul 27, 2023, 3:00 – 3:45 PM

Learn how your HubSpot Professional tools can keep your customer data connected, clean, and under control, so you can be confident in your setup and make smarter decisions as you scale.

EnglishHubSpot-Led

About this event

“According to IBM, the ROI of a CRM software system, when properly implemented, can exceed 245%.”

During this interactive session, you’ll learn how HubSpot's Professional tools can keep your customer data connected, clean, and under control, so you can be confident in your setup and make smarter decisions as you scale. 

We will cover the below topics in the session:

  • Record Customizations
  • Calculated Properties
  • Duplication Management
  • Custom and Multiple associations
  • User Management

HubSpot experts will walk you through how these tools will help your business scale with step-by-step instructions and live demos.

Hosts

  • Sandy Schlossbauer

    HubSpot

    Customer Success Manager

  • Niko Rivas

    HubSpot

    Customer Success Manager

  • Jared Brewer

    HubSpot

    Program Lead

When

When

Thursday, July 27, 2023
3:00 PM – 3:45 PM UTC

Agenda

Record Customizations
Calculated Properties
Duplicate Management
Custom & Multiple Associations
User Management
Q&A