Drive Team Excellence with HubSpot CRM Corporate Training

Empower your teams with expert-led on-site/in-house or virtual/online HubSpot CRM Training through Edstellar, a premier HubSpot CRM training company for organizations globally. Our customized training program equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific training needs, this HubSpot CRM group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

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.

Key Skills Employees Gain from HubSpot CRM Training

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

  • Contact Management
  • Lead Scoring
  • Pipeline Management
  • Email Marketing
  • Automation Workflows
  • Reporting and Analytics

Key Learning Outcomes of HubSpot CRM Training Workshop

Edstellar’s HubSpot CRM group training will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our HubSpot CRM workshop, teams will to master essential HubSpot CRM and also focus on introducing key concepts and principles related to HubSpot CRM at work.


Employees who complete HubSpot CRM training will be able to:

  • 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 classes tailored for corporations offers numerous advantages. Through our HubSpot CRM group training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of HubSpot CRM.

  • 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 divided into multiple modules designed by industry experts. This HubSpot CRM training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.

  1. What is CRM?
    • Customer Relationship Management explained
    • Benefits of using a CRM system
  2. HubSpot CRM features list
    • Contact management features
    • Deal pipeline management
    • Company tracking
    • Integrations with other HubSpot tools
    • Reporting & analytics
  3. What HubSpot has to offer?
    • Free vs Paid plans and their features
    • User interface and navigation overview
    • Benefits of using HubSpot CRM specifically
  4. Launch HubSpot CRM
    • Logging in and accessing the CRM platform
    • Setting up your user profile and preferences
  1. Create contacts manually
    • Adding basic contact information
    • Assigning contacts to owners and teams
  2. Import contacts
    • Uploading contacts from a CSV file
    • Matching data fields during import
    • Handling duplicates during import
  3. Edit contact information
    • Updating existing contact details
    • Adding and removing contact information fields
    • Maintaining data accuracy and hygiene
  4. Add and edit companies
    • Creating new company profiles
    • Associating contacts with companies
  5. Adding and updating deals
    • Creating new deals
    • Setting deal stages and pipelines
    • Assigning deal value and close dates
    • Tracking deal progress and activity
  1. Work with reports
    • Building custom reports on sales data
    • Using pre-built reports for quick insights
    • Scheduling reports for automated delivery
  2. Create and use snippets
    • Building reusable templates for frequently used email content
    • Using snippets to personalize email communication
  3. Work with email templates
    • Creating email templates for sales outreach
    • Using personalization tokens in email templates
    • Scheduling and sending email campaigns
  4. Add and maintain documents
    • Uploading and storing sales documents
    • Sharing documents with contacts and colleagues

Target Audience for 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.

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Corporate Group Training Delivery Modes
for HubSpot CRM Training

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

 Virtual trainig

Our virtual group 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
 On-site trainig

Edstellar's onsite group 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
 Off-site trainig

Edstellar's off-site group training programs 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

Explore Our Customized Pricing Package
for
HubSpot CRM Corporate Training

Elevate your team's performance with our customized HubSpot CRM training. Find transparent pricing options to match your training needs. Start maximizing your team's potential now.

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        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.

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        Global e-Learning Company

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        "Partnering with Edstellar for onsite training has made a major impact on our team. Our team, including quality assurance, customer support, and finance professionals have greatly benefited. We've completed three training sessions, and Edstellar has proven to be a reliable training partner. We're excited for future sessions."

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        Global Food Company

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        Get Your Team Members Recognized with Edstellar’s Course Certificate

        Upon successful completion of the HubSpot CRM 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.

        Course Completion Certificate

        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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