Sales Hub Servicing for Solutions Partners

This Sales Hub learning path equips solutions partners with the relevant content and tools necessary to use, service, and integrate Sales Hub in your clients’ tech stacks. Designed for solutions partners who are looking to enhance Sales Hub knowledge, you’ll discover ways to amplify its impact on your business—through improved prospecting efforts, automation for time-consuming tasks, and building deeper customer connections. This learning path provides valuable insights, tactical strategies, and multi-step applications that will help you elevate your sales process and yield positive results for your clients.
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Learning Path Details

Estimated time to complete

Approximately 29.5 hours


Intermediate, Advanced

This path is for those who want to:

  • Deepen their understanding of Sales Hub
  • Remove friction from the sales process
  • Lead an effective value-based Sales Hub demo



Learning Path Topics

This learning path will review the following focus areas:

Inbound Sales




Implementing Sales Hub


Using Sales Hub Content Tools

Learning Path Curriculum

We’ve curated a collection of educational content to teach you about all things
Sales Hub Servicing for Solutions Partners.

The Inbound Sales Certification covers the basics of an inbound approach to sales. This course is for individual sales reps who are looking for actionable tips to use in their next call or meeting. You'll learn how to identify new prospects, connect with them, explore their needs, and advise them on a path forward.

7 lessons 1 Exam (Approximately 5 hours)

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The HubSpot Sales Software Certification demonstrates your ability to execute an inbound sales process using HubSpot CRM and Sales Hub. It is made up of 3 lessons. At the end of each class, you’ll be given practical exercises so you can immediately apply what you learn. You will need to perform these actions in order to earn your certification. There is also a 50-question, multiple-choice test you will need to pass in order to get certified.

4 lessons 1 Exam (Approximately 2 hours)

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In the world of inbound, businesses are visualized as flywheels instead of funnels. A flywheel is a model adapted by HubSpot to explain the momentum you gain when you align your entire organization around delivering a remarkable customer experience. You can increase that growth by adding force to the flywheel or by removing friction from it. Sales organizations in general have no problem using force. If you want to help your sales team grow better, you need to find ways to remove friction. Learn how to use the frictionless selling framework so that your team can spend more time selling. Also, discover how to align your team with your target buyer and how to transform your team through a culture of learning.

5 Lessons 1 Exam (Approximately 2 hours)

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Leading an effective value-based Sales Hub demo can be a critical step in enhancing your sales process. In this lesson, you'll learn the benefits and impact a value-based demo can have on your prospects and your business.

8 Lessons 1 Exam (Approximately 5 hours)

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Learn how to successfully implement Sales Hub for your clients to its completion. This lesson reviews the steps and tasks required for data modeling, CRM migration, CRM setup, sales enablement, and automation setup, developing an outreach strategy, sales-marketing and/or sales-service alignment, and performance measurement, and reporting.

1 Lesson  (Approximately 2 hours)

Start Lesson

Learn the basics of getting started with Sales Hub Starter and implementing your sales process in HubSpot.

6 Lessons 3 Practical Exercises (Approximately 1 hour)

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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.

8 Lessons (Approximately 4 Hours)

Start Course

In this lesson, you'll get an overview of all of the tools available to you in Sales Hub Starter as well as brief set-up tutorials.

1 Lesson (Approximately 15 minutes)

Start Lesson

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.

1 Lesson (Approximately 26 minutes)

Start Lesson

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.

1 Lesson 5 Practical Exercises (Approximately 1 hour)

Start Lesson


Learn how the configure, price, quote (CPQ) process helps sales reps create and share accurate pricing information.

1 Blog Post (10-min read)

Read Blog Post


This certification course acts as your orientation into HubSpot's Solutions Partner Program. Learn about the details and criteria for growth of the program, how to build a menu of partner services, how to build a repeatable sales model, and what additional education is at your fingertips.

9 lessons 1 Exam (Approximately 4 hours)


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Guided Client Onboarding is the collaborative onboarding strategy designed to help HubSpot solutions partners build scalable, repeatable processes for onboarding new customers to HubSpot. With tasks and milestones across new engagement kickoffs, technical setup, departmental handoffs, and reporting, the best practices within this course are applicable for services delivery across Marketing Hub, Sales Hub, and Service Hub.

10 Lessons 1 Exam (Approximately 3 hours)

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Platform consulting, or tech stack auditing, refers to providing guidance, expertise, and solutions to clients that seek to maximize their platform’s utility and success. In this certification, you will learn how to conduct platform discovery conversations with your client, how to identify platform need gaps, how to drive business process change, and how to create a go-to-market strategy for platform consulting as a service. 

3 lessons 1 Exam (Approximately 1.5 hours)

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This certification offers a deep dive into becoming a strategic advisor, project manager and, growth planner when executing the Objectives-Based Onboarding methodology for HubSpot Solutions Partners. Learn how to onboard your customer as HubSpot does by making your customer’s priorities, your priorities during onboarding, so that you can both accomplish your goals faster.

7 lessons 1 Exam (Approximately 3.5 hours)

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Most sales manager are former salespeople who have been promoted. They know how to sell but often don't know how to lead a team. If you're a new sales manager, or thinking about becoming a manager, this certification course is for you! In it, you'll learn how to define your target market, create a scalable sales process, and build training, coaching, hiring, and onboarding programs to help your sales team grow better.

6 lessons 1 Exam (Approximately 4 hours)

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The Data Integrations Certification will empower you to qualify and recommend integrations based on client use cases and data needs. When you complete this course you'll be able to explain why use cases and data requirements determine recommendations; differentiate between object types and integration options; articulate the steps of the Data Integration Discovery Call process and give examples of appropriate questions to ask at each step; define the steps of a recommendation call and give examples of appropriate questions to answer at each step, and describe the basics of custom integration components. 

6 lessons 1 Exam (Approximately 3.5 hours)

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