Question
Scenario (problem identification): A start-up company that specialises in clothes online selling would like to deploy a software that helps sales and monitor the progress
Scenario (problem identification):
A start-up company that specialises in clothes online selling would like to deploy a software that helps sales and monitor the progress of purchases. Also, they would need to automate the process of customer support to increase their customers satisfaction. They decided to buy a software from a technology company, however, the cost of purchasing and maintenance of that software was beyond the companys budget. Therefore, they decided to use cloud services such as HubSpot or Salesforce that help to reduce the software cost and achieve their aims.
Consequently, you are being asked by the company to help them with opening an account on HubSpot and set up the configurations of their account on this cloud-based software.
Requirements:
- Watch the following YouTube video on the services of HubSpot. You are supposed to write a short summary of the HubSpot main services explained in this video:
https://www.youtube.com/watch?v=EgWxYkZks8c
- Create a free account for the company on HubSpot (Sales Hub). (Note: Our companys name is: Smart Fashion)
- From the Settings page, modify the Deals Pipeline into the following stages: New Orders (20%) Paid Orders
(60%) Checked Orders (80%) Shipped Orders (90%) Received Orders (Won) Failed Orders (Lost)
- Open the Sales (Deals) window and create three different deals with their information (deal name, deal stage, Amount, etc.). The following YouTube video could help you with this: https://www.youtube.com/watch?v=NOmXGSDRZyw
- Create three contacts and link these contacts with the created deals.
- Add a new partner (company) and its details (name, industry, type) and assign a contact/deal with this company.
Assessment criteria:
- (2 Mark) Writing a short summary of the YouTube video on the services of HubSpot.
- (2 Mark) Modifying the Deal stages according to the given instructions.
- (2 Marks) Creating 3 different deals with their details.
- (2 Mark) Creating three clients (contacts) and linking these contacts with the existing deals.
- (2 Marks) Creating a partner (company) and assigning one of the contacts to this company.
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