Lead Management Training:

Lead Management Course: Learn to Scale a Business with Lead Management

FREE Course

With HubSpot Academy's Lead Management Course, learn the essentials of an effective lead management strategy. Learn how to use segmentation, lead qualification, and automated campaigns to engage and organize your leads. Prioritize sales-ready leads with scoring and routing systems, and continuously optimize your efforts for continued success with HubSpot’s tools. Enroll to strengthen your lead management skills with HubSpot Academy’s lead management training.

Who is this for?
  • Business owners interested in learning essential strategies and tactics for effective lead segmentation, qualification, and nurturing
  • Sales professionals seeking to optimize lead management processes and prioritize sales-ready leads
  • Marketing managers looking to generate high-quality leads and improving lead conversion rates for better marketing and sales alignment
What you'll learn
  • How to scale your business with effective lead management
  • Optimize your lead generation and conversion processes
  • Prioritize sales-ready leads with HubSpot tools
Includes
    7 Lessons
    24 Videos
    2 Quizzes
    5 Practical Exercises
    3 hr 37 min
  • Contact Management
  • Contact Management
  • Inbound Marketing

Watch preview

Instructors

Photo of Kara Susvilla

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.

Photo of Kyle Jepson

Kyle Jepson

Principle Marketing Evangelist

HubSpot

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.

Photo of Mark Roberge

Mark Roberge

Mark Roberge is a Senior Lecturer in the Entrepreneurial Management Unit at the Harvard Business School. He teaches Entrepreneurial Sales and Marketing in the second-year MBA program and The Entrepreneurial Manager in the first-year MBA program. He is also the author of "The Sales Acceleration Formula: Using Data, Technology, and Inbound Selling to Go from $0 to $100 Million." The book describes how Mark, as SVP of Worldwide Sales and Services at HubSpot, led his employees to the acquisition…

Photo of Tracy Eiler

Tracy Eiler

Tracy has been driving marketing strategy at both cloud-based and traditional enterprise technology companies for 25 years. At InsideView, Tracy leads the end-to-end marketing strategy and initiatives. Tracy was recently named a B2B Demand Marketing Game Changer, is included in the Top 20 Women to Watch in Sales Lead Management, and in the Top 30 Most Influential Women in B2B Marketing Technology. She is the co-author of a business book (October 2016, Wiley), called Aligned to Achieve, about…

Photo of Josh Harcus

Josh Harcus

Josh Harcus is the founder of Hüify, an inbound marketing and sales agency. After observing the profound negative impact on revenue that disjointed sales and marketing teams create, Josh created an agency that did away with the practice of using the fluffy vanity metrics as a means for indicating success. Instead, Josh and his team focus on genuine, measurable, and attainable outcomes that help take Hüify’s clients beyond the stagnating threshold of mediocrity and into new levels of success for…

Photo of Monique Ruiz

Monique Ruiz

Monique has worked for data marketing firm Claritas for nearly a decade, and is currently a Director of Marketing. She oversees marketing and communications for both the Financial Services industry and Channel partner verticals, in addition to hosting Claritas’ monthly podcast The Marketing Insider.

Photo of Marianne Dawson

Marianne Dawson

Marianne joined Campaign Creators on March 2012 and has 12+ years of experience in Marketing (product development, digital and inbound). Marianne’s love of marketing strategy pushes her to bring structure and direction to her clients. Road trips are her jam, except when they include LA traffic. She loves traveling and has had the opportunity to live in 3 different countries!

Photo of Anni Kim

Anni Kim

Anni Kim is a former Inbound Professor for HubSpot Academy. She focused on educating the world about automation and integrations. When she's not filming in the studio, she's probably traveling the world in some top-notch sneakers and sampling all the local cuisine.

Photo of Ashley Lamontagne

Ashley Lamontagne

Ashley works as TribalVision's HubSpot specialist, working with clients on their onboarding, implementation, and optimization efforts across the various Hubs. TribalVision is a full-service digital marketing agency that provides outsourced marketing services to organizations that are looking to accelerate top-line growth.

Curriculum

  • Thumbnail for Introduction to Lead Management

    Introduction to Lead Management

    • Lesson
    • 29 min

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    Lesson instructor: Kara Susvilla

    If you ask different organizations to define lead management, you'll likely hear varying definitions. Lead management will vary depending on how they define a lead, how their company operates, and what their current goals are. However, every professional agrees that lead management is crucial for any scaling business. In this lesson, you'll learn why lead management is important, the fundamentals of all lead management processes, and what lead management looks like.

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  • Thumbnail for Developing a Lead Management Strategy

    Developing a Lead Management Strategy

    • Lesson
    • 59 min

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    Lesson instructor: Kara Susvilla

    Creating a lead management strategy can feel complicated, especially when you're managing several leads in different stages of their buyer's journey. To get the most complete picture of how your leads move, you'll need support from both marketing and sales to develop an effective lead management strategy. In this lesson, you'll learn how to create an effective lead management strategy by aligning your marketing and sales teams.

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  • Thumbnail for Segmenting and Qualifying Your Leads With HubSpot

    Segmenting and Qualifying Your Leads With HubSpot

    • Lesson
    • 35 min

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    Lesson instructor: Kara Susvilla

    To ensure you're managing and engaging with your leads effectively, you'll need to start by organizing your leads with segmentation and lead qualification. Whether you're in marketing or sales, HubSpot has the tools to make segmenting and qualifying your leads feel seamless. In this lesson, you'll learn how to segment and qualify your leads with HubSpot.

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  • Thumbnail for Lead Nurturing With HubSpot

    Lead Nurturing With HubSpot

    • Lesson
    • 24 min

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    Lesson instructor: Kara Susvilla

    Turning your leads into customers is no easy feat. That's why lead nurturing is key to moving each of your unique leads through their path to purchase. With HubSpot, you can create automated lead nurturing campaigns that make educating and nurturing your leads feel seamless. In this lesson, you'll learn the fundamentals of lead nurturing and how to create a lead nurturing email campaign with HubSpot.

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  • Thumbnail for Lead Scoring and Lead Routing With HubSpot

    Lead Scoring and Lead Routing With HubSpot

    • Lesson
    • 35 min

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    Lesson instructor: Kara Susvilla

    While some organizations struggle to achieve enough sales qualified leads and opportunities, others struggle with having too many leads and not enough resources to manage them. By developing a lead scoring system and lead routing system, you'll be able to prioritize and manage your sales-ready leads seamlessly. Learn how to set up lead scoring and lead routing systems with HubSpot.

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  • Thumbnail for Measuring Your Lead Management Success With HubSpot

    Measuring Your Lead Management Success With HubSpot

    • Lesson
    • 25 min

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    Lesson instructor: Kara Susvilla

    Lead management is an ongoing process. To continuously provide your leads with the most seamless experience, it's important to analyze what's working with your lead management efforts, and what's not. In this lesson, you'll learn which metrics to track and how to report on your lead management success with HubSpot.

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  • Thumbnail for Lead Management With HubSpot Next Steps

    Lead Management With HubSpot Next Steps

    • Lesson
    • 10 min

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    Lead Management With HubSpot Next Steps

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