HubSpot Sales Hub Training:
HubSpot Sales Hub Tutorial
Discover how to use HubSpot Sales Hub to supercharge your sales team’s productivity and effectiveness in this HubSpot Academy course. Learn how to set up essential tools, workflows, and reporting processes. Leverage Sales Hub for ultimate sales success!
Who is this for?
- Small business owners who want to use HubSpot Sales Hub to improve their sales team management
- Sales managers interested in leveraging HubSpot's Sales Hub for team performance and productivity
- Individuals looking to enhance their knowledge of HubSpot and its sales management capabilities
What you'll learn
- Implement a streamlined sales process in HubSpot’s Sales Hub
- Set goals, utilize the forecasting tool, and use sales analytics to identify coaching opportunities
- Develop time-saving workflows to streamline data entry and administrative tasks for your team’s sales reps
Includes
Inbound Sales Sales Enablement
Instructors
Kyle teaches sales and CRM courses at HubSpot Academy. He is best known for his work on the HubSpot Sales Software Certification and the Sales Enablement Certification. He is the father of three children, the lucky husband of an equally lucky woman, and aspires to be the author of one of those paperback novels you see in grocery store check-out lines.
Kara Susvilla
Kara began her HubSpot journey working with a HubSpot Solutions Partner marketing agency. After leading the agency’s marketing team and running their local HUG, she’s excited to continue helping learners grow better as an Inbound Professor. Outside of work, you can find her tending to her plant jungle or watching NPR’s latest Tiny Desk video.
Sam Moorhead
Sam Moorhead is a Senior Sales Manager at HubSpot with 8+ years of experience working with fast growth organizations. Sam has taught thousands of businesses and dozens of sales people how to grow better through Inbound Marketing, Marketing Automation, and Sales Acceleration.
Adi Shah
Inbound Partner Professor (Technical) on HubSpot Academy. Adi loves working closely with HubSpot partners to educate and inspire them through engaging education, growth opportunities, and collaborative projects. Adi worked in a variety of sales, marketing, and service consulting roles prior to joining Academy. Outside of HubSpot, he enjoys singing, listening to live music, and deep philosophical conversations about Harry Potter. Occasionally laughs in videos, just to remind you that Academy…
Jorie Munroe
Hailing from the wintry north of Vermont, Jorie is a data nerd in perpetual search of cheeky banter and caffeine. When not exploring with their husband and aussiedoodle, they're typically trying to keep their houseplants alive (and probably failing) and listening to a podcast about ghosts and ghouls. Sour candy connoisseur and wannabe mead-maker.
Curriculum
Designing your Sales Process in HubSpot
Lesson - 26 min
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Lesson instructor: Kyle Jepson Learn how to define your sales process and turn it into a deal pipeline in HubSpot CRM. This lesson also covers some useful properties and the basics of deal automation.
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Using Sales Hub's Sales Content Tools
Lesson - 52 min
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Lesson instructor: Kyle Jepson Sales Hub is full of tools that are designed to help sales reps move faster. As a sales manager, one of the most helpful things you can do for your team is make sure these tools are set up and ready to go. This lesson will teach you everything you need to know to build out your sales content inside Sales Hub.
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Coach Your Sales Team to Success With Conversation Intelligence
Lesson - 35 min
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Lesson instructor: Kara Susvilla Developing a high-performing sales team is no easy feat, however, coaching is the key to success. But with call volumes increasing and more employees working from home, sales managers are struggling to coach and support their teams. With conversation intelligence, managers will gain the insights and capabilities to provide effective and consistent coaching across their scaling teams. In this lesson, you'll learn how to incorporate conversation intelligence to improve the performance of your sales reps, and develop a top-performing team.
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Customizing Views and Records for Your Team
Lesson - 31 min
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Lesson instructor: Kyle Jepson As your sales organization grows, it's important to configure Sales Hub to make your reps' jobs as easy to do as possible. You want to make sure they can get to the information they need quickly, and you'll also need to ensure that your reps are only seeing their records and not anybody else's. In this lesson, you'll learn how to create CRM views, customize CRM records, set the default properties for creating and viewing records, and enforce your sales process using required fields.
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Managing Your Sales Team with HubSpot Reporting
Lesson - 21 min
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Lesson instructor: Jorie Munroe When it comes to managing a sales team, reporting can help you identify the active needs of your team today as well as any issues that may lie ahead. Reporting can help you bring concrete numbers to discussions with other managers or key stakeholders. With the HubSpot reporting add-on, you can get the data you need when you need that information the most.
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Forecasting and Analytics in Sales Hub
Lesson - 26 min
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Lesson instructor: Kyle Jepson Good sales data is a necessary prerequisite to a successful coaching program, and Sales Hub has tools that surface the most relevant data points for you. In this lesson, you'll learn how to set goals for your team and then use the forecasting tool to help your reps stay on track. You'll also learn how the sales analytics tool can help you identify coaching opportunities for individual sellers and for your team.
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Using Workflows in Your Sales Process
Lesson - 54 min
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Lesson instructor: Kyle Jepson Sales reps spend a lot of times on data entry and administrative work. This lesson covers several examples of workflows that make life easier for your sales team and that also give you better, more reliable data on your customers. (Recorded from a live training given in Boston in September 2019)
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Sales Admin: Next Steps
Lesson - 7 min
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Additional resources for sales admins
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