HubSpot CRM Training

Master HubSpot CRM with our comprehensive training. Learn to optimise customer relationship management, enhance organisational efficiency, and deliver value effectively.

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Learning Options

Online self paced
Virtual
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Online Video-Based Learning
Flexible Schedule
Expert Trainers with Industry Experience
High Pass Rates
24/7 Personalised Support
Interactive Learning Materials

Overview

The HubSpot CRM Training equips professionals with the skills to leverage HubSpot’s powerful tools for managing customer relationships and streamlining business operations. This training aligns with industry standards and focuses on strategies that improve organisational efficiency, customer engagement, and overall business profitability.

Proficiency in HubSpot CRM is crucial for professionals aiming to maximise value delivery by effectively managing customer interactions and sales processes. Marketing professionals, sales representatives, customer service managers, and business analysts will find this training particularly valuable. It empowers learners to align CRM strategies with organisational objectives and achieve measurable results.

This 1-day HubSpot CRM Training by MPES is designed to provide learners with a hands-on understanding of HubSpot’s features, enabling them to optimise workflows, enhance team collaboration, and manage customer relationships effectively.

Course Objectives

To understand and apply HubSpot CRM features effectively.
To analyse and optimise customer interactions and sales processes.
To manage CRM implementation and transitions efficiently.
To develop strategies for effective team collaboration and stakeholder engagement.
To enhance skills in data-driven decision-making and reporting.
To apply advanced sales and marketing automation techniques.
To lead successful CRM strategies and transformations.
To align CRM goals with organisational objectives.

After completing the course, learners will receive a certificate demonstrating their readiness to apply HubSpot CRM practices in their organisations.

Average completion time

1 Month

with unlimited support

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Study At Your Own Pace

Course Includes

Course Details

Develop your understanding of essential financial, business and management accounting techniques with ACCA Applied Knowledge. You'll learn basic business and management principles and the skills required of an accountant working in business.

Entry Requirements

Professional Experience: Learners should have at least 1 year of experience in sales, marketing, or customer service to effectively apply the skills and strategies taught in this training.
Educational Background: While no specific educational qualifications are required, familiarity with CRM tools or marketing concepts is highly recommended.
Language Proficiency: A good command of English is required, as all course content, discussions, and assessments are conducted in English.

Learning Outcomes

CRM Mastery: Gain in-depth knowledge of HubSpot CRM features and functionalities.
Workflow Optimisation: Learn to streamline workflows and improve team efficiency.
Data-driven Insights: Master the use of HubSpot’s reporting tools to analyse customer behaviour and business performance.
Sales and Marketing Alignment: Develop the ability to integrate sales and marketing strategies for cohesive execution.
Automation Expertise: Learn to implement marketing and sales automation to save time and enhance results.
Customised Strategies: Tailor CRM strategies to the unique context of your organisation for maximum impact.
Customer-centric Approach: Improve customer engagement and satisfaction through effective relationship management.
Professional Certification: Achieve a certificate that validates your expertise in HubSpot CRM and enhances your professional credentials.

Target Audience

The HubSpot CRM Training is designed for professionals looking to maximise the potential of their CRM systems, including:

Sales Professionals
Marketing Professionals
Customer Service Managers
Business Analysts
CRM Administrators
Team Leaders
Business Owners

Course content

Module 1: Introduction to HubSpot CRM

What is CRM?
HubSpot CRM Features List
What HubSpot has to Offer?
Launch HubSpot CRM

Module 2: Create Contacts, Companies, and Deals

Create Contacts Manually
Import Contacts
Edit Contact Information
Add and Edit Companies
Adding and Updating Deals

Module 3: Track and Report

Work with Reports
Create and use Snippets
Work with Email Templates
Add and Maintain Documents

MPES Support That Helps You Succeed

At MPES, we offer comprehensive support to help you succeed in your studies. With expert guidance and valuable resources, we help you stay on track throughout your course.

MPES Learning offers dedicated support to help you succeed in Accounting and Finance courses.
Get expert guidance from tutors available online to assist with your studies.
Check your eligibility for exemptions with the relevant professional body before starting.
Our supportive team is here to offer study advice and support throughout your course.
Access a range of materials to help enhance your learning experience. These resources include practice exercises and additional reading to support your progress.

Career Growth Stories

Discover how MPES Learning transforms careers with real success stories.

Aaron Allcote

As a finance officer, MPES has been a huge help in understanding the process of recording and processing transactions from all different perspectives. The courses are very easy to follow, and the training they provide can be applied to real-life scenarios. The courses have been a huge help for me, and I would highly recommend them.

Aaron Allcote

Finance Officer

Bob Beaumont

I completed all of my ACA studies with MPES and I think you would struggle to find a better training provider anywhere in the British Isles. MPES' tutors are excellent both at delivering training and giving individualised feedback and coaching. the supporting materials and the out of class support are also great.

Bob Beaumont

Senior Accountant

Arvy Pasanting

As a qualified accountant, studying with MPES has been very rewarding experience. Its team of passionate and dedicated mentors gave me the confidence and knowledge I needed to not just at excel in my current role as an auditor, but also inspired me to expand my horizons.

Arvy Pasanting

Audit Senior

David Ford

I was recommended MPES after searching for a way to pursue a career in the accounting profession, I have studied with them throughout my journey utilising online learning opportunities that fit around the needs of my employer.

David Ford

Accountant

Aaron Allcote

Aaron Allcote

Finance Officer

Bob Beaumont

Bob Beaumont

Senior Accountant

Arvy Pasanting

Arvy Pasanting

Audit Senior

David Ford

David Ford

Accountant

Have Questions? We’ve Got You

If you have any questions, we’re here to help. Find the answers you need in the MPES detailed FAQ section.

Q. What is HubSpot CRM Training?

HubSpot CRM Training equips professionals with the knowledge and skills to optimise HubSpot tools for managing customer relationships, automating workflows, and improving business outcomes.

Q. Who should take this training?

Sales, marketing, and customer service professionals, as well as business owners and team leaders, will benefit from this training to enhance CRM strategies and performance.

Q. What key skills will I learn from this training?

Learners will gain expertise in CRM optimisation, sales and marketing automation, data analysis, and customer engagement strategies tailored to organisational needs.

Q. How long is the HubSpot CRM Training?

The HubSpot CRM Training is a focused 1-day course covering essential tools, techniques, and strategies for CRM excellence.

Q. How does this course support organisational growth?

This training empowers professionals to drive organisational growth by optimising customer interactions, improving operational efficiency, and fostering a culture of data-driven decision-making.

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Resources

Access a wide range of free resources to support your learning journey. From blogs to news and podcasts, these valuable guides are available at no cost to help you succeed.