This HubSpot CRM training is designed to help participants effectively use HubSpot CRM to manage contacts, deals, sales activities, and customer interactions. The course covers HubSpot navigation, contact and company management, deal pipelines, email integration, reporting, and productivity tools. Participants will gain hands-on experience to improve CRM adoption, streamline sales workflows, and enhance customer relationship management using HubSpot.

• Understand the core features, modules, and customer engagement capabilities of HubSpot CRM.
• Navigate HubSpot dashboards, records, pipelines, and business modules efficiently.
• Manage contacts, companies, deals, leads, and customer communication workflows effectively.
• Create workflows, email campaigns, tasks, reports, and automated sales processes.
• Track customer interactions, sales performance, and marketing activities using CRM analytics.
• Improve customer engagement, sales productivity, and business growth using HubSpot CRM best practices.

 • Sales professionals
 • Customer success and support teams
 • Marketing and operations users
 • Business users working with HubSpot
 • Teams adopting HubSpot CRM

 • Basic computer and internet usage skills
 • No prior HubSpot experience required
 • Interest in CRM and sales productivity tools

 • Navigating the HubSpot CRM interface
 • Managing contacts, companies, and deals
 • Working with sales pipelines
 • Using tasks and activity tracking
 • Integrating and tracking emails
 • Creating and using basic reports
 • Managing customer interactions
 • Applying CRM best practices

By the end of this training, participants will be able to use HubSpot CRM confidently for managing sales activities and customer interactions. Learners will gain strong fundamentals in CRM usage and sales productivity, enabling them to improve pipeline visibility, sales efficiency, and customer engagement.

Introduction to HubSpot CRM & Sales Productivity
 • Overview of HubSpot CRM platform
 • CRM concepts and terminology
 • User interface and navigation
 • Personal settings and preferences

Contacts, Companies & Records Management
 • Creating and managing contacts
 • Managing company records
 • Custom properties basics
 • Data organization best practices

Deals & Sales Pipeline Management
 • Creating and updating deals
 • Pipeline stages and forecasting
 • Tracking deal activities
 • Managing sales workflows

Email, Meetings & Communication Tools
 • Email integration
 • Email tracking and templates
 • Meeting links and scheduling
 • Logging calls and notes

Tasks, Activities & Productivity Features
 • Task management
 • Activity timeline
 • Sales productivity tips
 • Daily workflow optimization

Reports & Dashboards for Business Users
 • Standard sales reports
 • Basic dashboard creation
 • Monitoring pipeline performance
 • Sharing reports and insights

HubSpot CRM End User Workshop & Best Practices
 • Managing real-world sales scenarios
 • Updating pipelines and activities
 • Creating basic reports
 • Final workshop review and best practices

• HubSpot CRM Setup & Interface Navigation
• Contact, Company & Lead Management
• Deal Pipeline, Tasks & Workflow Automation
• Reports, Dashboards & CRM Analytics
• End-to-End CRM Business Process Project

Participants will be evaluated through hands-on HubSpot CRM labs, practical CRM usage exercises, instructor-led reviews, and a final assessment focused on completing real-world HubSpot CRM business tasks.

Participants will receive course materials, slides, reference materials, exercises and access to resources for further learning.

Upon successful completion of the training, participants will receive an AcadNXT Certificate of Completion for HubSpot CRM. This digital, verifiable certification validates practical HubSpot CRM usage, sales workflow management, and CRM productivity skills and can be shared on LinkedIn and included in professional profiles to enhance CRM and sales operations career credibility.