Manage Customer Journeys in HubSpot

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Manage Customer Journeys in HubSpot

This course is part of Customer Analytics & Intelligence Specialization

Instructor: Hurix Digital

Included with

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2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 hour to complete

Flexible schedule

Learn at your own pace

2 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 hour to complete

Flexible schedule

Learn at your own pace

What you'll learn

Customer lifecycle frameworks provide standardized terminology for tracking engagement progression and ensuring consistent communication strategies.
Proper contact record management serves as the foundation for personalized customer experiences and effective lead nurturing campaign execution.
Systematic data entry and ownership assignment create accountability and enable coordinated team efforts in customer relationship development.
Understanding distinctions between leads, marketing qualified leads, and sales qualified leads is essential for optimizing conversion rates.

Skills you'll gain

Tools you'll learn

Customer Relationship Management (CRM) Software

Details to know

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Build your subject-matter expertise

This course is part of the Customer Analytics & Intelligence Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 2 modules in this course

Customer relationships drive business success, yet most marketing professionals struggle to systematically track their customer journey stages and maintain accurate contact data. This Short Course was created to help digital marketing professionals accomplish effective customer lifecycle management using HubSpot CRM.

By completing this course, you'll be able to confidently navigate HubSpot's customer journey framework, accurately recognize different engagement levels, and efficiently create and manage contact records with proper data organization that you can apply immediately in your daily marketing operations. By the end of this course, you will be able to: Recognize typical stages within a customer lifecycle framework. Apply procedures to create and manage contact records in a CRM system. This course is unique because it combines foundational customer relationship management concepts with hands-on HubSpot platform practice, ensuring you can immediately implement systematic contact management in real marketing scenarios. To be successful in this course, you should have a background in basic digital marketing concepts and access to HubSpot CRM.

Learners will explore customer lifecycle concepts and apply framework recognition skills to real digital marketing scenarios.

What's included

2 videos1 reading2 assignments

Learners will gain hands-on experience creating comprehensive contact records and implementing systematic contact management processes in HubSpot CRM.

What's included

2 videos1 reading3 assignments

2 videosTotal 6 minutes

Why Systematic Contact Management Transforms Marketing Results3 minutes
Creating Complete Contact Records in HubSpot CRM2 minutes

1 readingTotal 7 minutes

Contact Record Architecture and Data Management Principles7 minutes

3 assignmentsTotal 33 minutes

Customer Journey Management Mastery Assessment12 minutes
HubSpot Contact Management Implementation Project18 minutes
Contact Record Management Skills Assessment3 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Hurix Digital

Coursera

414 Courses35,180 learners

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.