CRM Software Training:

HubSpot CRM Training

FREE Course

Learn to use HubSpot’s powerful CRM effectively for your business in this HubSpot Academy course. Discover how to leverage HubSpot CRM to organize data and manage customer relationships with ease. Streamline your business processes and optimize your marketing strategies from customer insights!

Who is this for?
  • Small business owners looking to leverage the HubSpot CRM to improve their customer relationship management
  • Marketers interested in streamlining their CRM processes with HubSpot
  • Individuals seeking to gain a comprehensive understanding of the HubSpot CRM
What you'll learn
  • Understand the importance of a CRM for your business and its connection to the flywheel model
  • Explore effective setup and pre-import steps for organizing and preparing your data
  • Discover how to import data into the HubSpot CRM and troubleshoot any errors
Available languages
Includes
    2 Lessons
    10 Videos
    1 Quiz
    2 Practical Exercises
    41 min
  • Inbound Sales

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Instructors

Photo of Courtney Sembler

Courtney Sembler

Courtney hails from San Francisco, CA, and moved to Boston, MA to work for HubSpot in 2015. She currently works as the Senior Team Manager for HubSpot Academy Education dedicated to leading the inspiring and passionate Inbound Professors. She was a previous Inbound Professor focused on email marketing, GDPR, and contact management. She is devoted to education, environmental programs, and a true email geek.

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.

Curriculum

  • Thumbnail for Setting Up Your CRM

    Setting Up Your CRM

    • Lesson
    • 18 min

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    Lesson instructor: Courtney Sembler

    Whether you’re getting started with the HubSpot CRM, migrating from another CRM, or even if you’re already using the HubSpot CRM and want to gain insight into effective setup, this lesson will walk you through the initial setup tasks for your CRM. You’ll learn why a CRM is important and how the HubSpot CRM is configured.

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  • Thumbnail for Importing your data Into the HubSpot CRM

    Importing your data Into the HubSpot CRM

    • Lesson
    • 23 min

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    Lesson instructor: Courtney Sembler

    In this lesson, you’ll learn the pre-import steps for organizing your data and preparing it to be imported. You’ll also learn how to import that data into the HubSpot CRM and how to find errors that might occur during this process. You’ll then import your data with a practical exercise.

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