Corporate HubSpot CRM Training Course

Edstellar’s HubSpot CRM instructor-led training course equips professionals with skills for effective customer relationship management. Professionals will learn to streamline communication, manage data efficiently, and enhance customer engagement. Upskill your team to optimize sales processes and enhance customer satisfaction using HubSpot.

Duration

8 - 16 hrs

Delivery Type

Instructor-led Group Training
(Virtual / On-site / Off-site)

Training Available in

10 Languages

Multiple Locations

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Looking for multiple trainings? Get a detailed quote for group training

About Learning Outcomes Key Benefits Course Outline Target Audience Training Modes Certificate Trainers Request a Training Quote

Drive Team Excellence with HubSpot CRM Corporate Training

Empower your teams with expert-led on-site, off-site, and virtual HubSpot CRM Training through Edstellar, a premier corporate training provider for organizations globally. Designed to meet your specific training needs, this group training program ensures your team is primed to drive your business goals. Help your employees build lasting capabilities that translate into real performance gains.

HubSpot CRM is a comprehensive software developed to manage and nurture customer relationships effectively. HubSpot CRM helps teams to centralize customer data, track interactions, and personalize communication. Professionals need HubSpot CRM training to optimize their sales processes and enhance collaboration across teams.

Edstellar's virtual/onsite HubSpot CRM training course delivers customization and employs cutting-edge methodologies for better outcomes. Our trainers are known for their expertise in the HubSpot CRM instructor-led training course and have vast experience guiding teams through the complexities of customer relationship management, data analysis, and sales optimization.

Get Customized Expert-led Training for Your Teams

Customized Training Delivery

Scale Your Training: Small to Large Teams

In-person Onsite, Live Virtual or Hybrid Training Modes

Plan from 2000+ Industry-ready Training Programs

Experience Hands-On Learning from Industry Experts

Delivery Capability Across 100+ Countries & 10+ Languages

Key Skills Employees Gain from instructor-led HubSpot CRM Training

HubSpot CRM skills corporate training will enable teams to effectively apply their learnings at work.

Contact Management
Contact Management is the systematic organization and tracking of interactions with clients and leads. This skill is important for sales and marketing roles to enhance relationships, streamline communication, and boost conversion rates.
Lead Scoring
Lead Scoring is the process of ranking potential customers based on their engagement and likelihood to convert. This skill is important for sales and marketing roles as it helps prioritize leads, optimize resources, and increase conversion rates.
Pipeline Management
Pipeline Management is the process of overseeing and optimizing the flow of leads through a sales pipeline. This skill is important for sales roles as it ensures efficient lead conversion, maximizes revenue, and enhances forecasting accuracy.
Email Marketing
Email Marketing is the strategic use of emails to promote products or services, engage customers, and drive sales. This skill is important for marketers as it enhances customer relationships and boosts conversion rates.
Automation Workflows
Automation Workflows involve creating automated processes to streamline tasks and enhance efficiency. This skill is important for roles in IT, project management, and operations, as it reduces errors and saves time.
Reporting and Analytics
Reporting and Analytics involves collecting, analyzing, and presenting data to inform decision-making. This skill is important for roles like data analysts and business managers to drive strategic insights.

Key Learning Outcomes of HubSpot CRM Training Workshop for Employees

Upon completing Edstellar’s HubSpot CRM workshop, employees will gain valuable, job-relevant insights and develop the confidence to apply their learning effectively in the professional environment.

Identify customer relationship management strategies
Integrate HubSpot CRM with existing business systems
Generate reports and analyze data for informed decision-making
Customize email templates and snippets for personalized communication
Implement document management techniques for streamlined operations
Utilize HubSpot CRM features to manage contacts, companies, and deals

Key Benefits of the HubSpot CRM Group Training

Attending our HubSpot CRM group training classes provides your team with a powerful opportunity to build skills, boost confidence, and develop a deeper understanding of the concepts that matter most. The collaborative learning environment fosters knowledge sharing and enables employees to translate insights into actionable work outcomes.

Empowers professionals with skills for effective data management
Develop required skills in professionals to optimize sales processes
Equips the team with techniques to streamline customer interactions
Provides professionals with insights into data-driven decision-making
Instills ideas in teams for personalized customer engagement strategies

Topics and Outline of HubSpot CRM Training

Our virtual and on-premise HubSpot CRM training curriculum is structured into focused modules developed by industry experts. This training for organizations provides an interactive learning experience that addresses the evolving demands of the workplace, making it both relevant and practical.

Introduction to HubSpot CRM

What is CRM?
- Customer Relationship Management explained
- Benefits of using a CRM system
HubSpot CRM features list
- Contact management features
- Deal pipeline management
- Company tracking
- Integrations with other HubSpot tools
- Reporting & analytics
What HubSpot has to offer?
- Free vs Paid plans and their features
- User interface and navigation overview
- Benefits of using HubSpot CRM specifically
Launch HubSpot CRM
- Logging in and accessing the CRM platform
- Setting up your user profile and preferences

Create Contacts, Companies, and Deals

Create contacts manually
- Adding basic contact information
- Assigning contacts to owners and teams
Import contacts
- Uploading contacts from a CSV file
- Matching data fields during import
- Handling duplicates during import
Edit contact information
- Updating existing contact details
- Adding and removing contact information fields
- Maintaining data accuracy and hygiene
Add and edit companies
- Creating new company profiles
- Associating contacts with companies
Adding and updating deals
- Creating new deals
- Setting deal stages and pipelines
- Assigning deal value and close dates
- Tracking deal progress and activity

Track and Report

Work with reports
- Building custom reports on sales data
- Using pre-built reports for quick insights
- Scheduling reports for automated delivery
Create and use snippets
- Building reusable templates for frequently used email content
- Using snippets to personalize email communication
Work with email templates
- Creating email templates for sales outreach
- Using personalization tokens in email templates
- Scheduling and sending email campaigns
Add and maintain documents
- Uploading and storing sales documents
- Sharing documents with contacts and colleagues

Who Can Take the HubSpot CRM Training Course

The HubSpot CRM training program can also be taken by professionals at various levels in the organization.

Sales Representatives
Marketing Specialists
Customer Support Representatives
Content Marketers
Digital Marketers
Social Media Coordinators
Inbound Marketers
Sales Enablement Specialists
Business Development Representatives
Customer Success Specialists
Email Marketers
Managers

Prerequisites for HubSpot CRM Training

Professionals with a basic understanding of sales and marketing principles can take up the HubSpot CRM training course.

Request a Quote for your Corporate Training Requirements

Delivering Training for Organizations across 100 Countries and 10+ Languages

Corporate Group Training Delivery Modes
for HubSpot CRM Training

At Edstellar, we understand the importance of impactful and engaging training for employees. As a leading HubSpot CRM training provider, we ensure the training is more interactive by offering Face-to-Face onsite/in-house or virtual/online sessions for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

Edstellar's HubSpot CRM virtual/online training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations

The consistent training quality ensures uniform learning outcomes

Participants can attend training in their own space without the need for traveling

Organizations can scale learning by accommodating large groups of participants

Interactive tools can be used to enhance learning engagement

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Edstellar's HubSpot CRM inhouse training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction

Workplace environment can be tailored to learning requirements

Team collaboration and knowledge sharing improves training effectiveness

Demonstration of processes for hands-on learning and better understanding

Participants can get their doubts clarified and gain valuable insights through direct interaction

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Edstellar's HubSpot CRM offsite group training offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement

Team bonding can be improved through activities

Dedicated schedule for training away from office set up can improve learning effectiveness

Boosts employee morale and reflects organization's commitment to employee development

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Enquire now

Edstellar: Your Go-to HubSpot CRM Training Company

Experienced Trainers

Our trainers bring years of industry expertise to ensure the training is practical and impactful.

Quality Training

With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.

Industry-Relevant Curriculum

Our course is designed by experts and is tailored to meet the demands of the current industry.

Customizable Training

Our course can be customized to meet the unique needs and goals of your organization.

Comprehensive Support

We provide pre and post training support to your organization to ensure a complete learning experience.

Multilingual Training Capabilities

We offer training in multiple languages to cater to diverse and global teams.

Testimonials

What Our Clients Say

We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

"The HubSpot CRM training provided me with comprehensive capabilities that elevated my expertise. As a Senior Software Engineer, I needed to understand strategic frameworks deeply, and this course delivered perfectly. The case studies gave me hands-on experience with industry best practices. My productivity and technical capabilities have increased dramatically since applying these concepts. Highly recommend for anyone serious about this field.”

Dewey Ferguson

Senior Software Engineer,

Sales Management Software Firm

"This HubSpot CRM course equipped me with comprehensive practical applications expertise that I've seamlessly integrated into our enterprise practice. The hands-on modules covering expert-led workshops and hands-on exercises design solutions that consistently deliver measurable business results. We've successfully expanded our service portfolio based on these enhanced capabilities, validating the immediate impact of this training program.”

François Leroy

Senior Software Engineer,

CRM Solutions Provider

"The HubSpot CRM training gave our team advanced advanced methodologies expertise that revolutionized our strategic implementation approach. As a Senior Software Engineer, understanding practical simulations and real-world case studies our entire portfolio. Our team delivered record-breaking results in the subsequent quarter, exceeding all targets. This training has become foundational to our team's strategic capabilities and continued growth.”

Narasimhan Bhat

Senior Software Engineer,

Customer Data Platform Company

“Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

Aditi Rao

L&D Head,

A Global Technology Company

Get Your Team Members Recognized with Edstellar’s Course Certificate

Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

We have Expert Trainers to Meet Your HubSpot CRM Training Needs

The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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Edstellar is a one-stop instructor-led corporate training and coaching solution that addresses organizational upskilling and talent transformation needs globally. Edstellar offers 2000+ tailored programs across disciplines that include Technical, Behavioral, Management, Compliance, Leadership and Social Impact.

Corporate HubSpot CRM Training Course

Drive Team Excellence with HubSpot CRM Corporate Training

Key Skills Employees Gain from instructor-led HubSpot CRM Training

Key Learning Outcomes of HubSpot CRM Training Workshop for Employees

Key Benefits of the HubSpot CRM Group Training

Topics and Outline of HubSpot CRM Training

Introduction to HubSpot CRM

Create Contacts, Companies, and Deals

Track and Report

Who Can Take the HubSpot CRM Training Course

Prerequisites for HubSpot CRM Training

Corporate Group Training Delivery Modes for HubSpot CRM Training

Explore Our Customized Pricing Package forHubSpot CRM Corporate Training

Edstellar: Your Go-to HubSpot CRM Training Company

Experienced Trainers

Quality Training

Industry-Relevant Curriculum

Customizable Training

Comprehensive Support

Multilingual Training Capabilities

What Our Clients Say

Get Your Team Members Recognized with Edstellar’s Course Certificate

We have Expert Trainers to Meet Your HubSpot CRM Training Needs

Other Related Corporate Training Courses

Explore More Courses

Corporate Group Training Delivery Modes
for HubSpot CRM Training

Explore Our Customized Pricing Package for
HubSpot CRM Corporate Training