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Courses > HubSpot CRM – Foundations for Business & Marketing Teams

HubSpot CRM – Foundations for Business & Marketing Teams

Students
Last Updated: Aug 26, 2025
Tags: CRM

About Course

This 5-day hands-on course is designed to help business owners, sales professionals, marketers, and CRM administrators understand and implement HubSpot CRM effectively. With zero coding required, participants will learn how to manage leads, build pipelines, automate marketing tasks, and gain insights through powerful analytics tools—transforming HubSpot into a growth-driving tool for their business.

What Will You Learn?

  • Centralize and manage all your contacts, leads, and deals
  • Automate repetitive sales and marketing tasks
  • Improve communication and customer engagement
  • Gain insights into business performance with dashboards and reports
  • Empower your teams with a unified, easy-to-use CRM platform
  • Save time and reduce friction in your sales and marketing process

Course Content

Day 1 – Getting Started with HubSpot CRM

Day 2 – Contact & Lead Management

Day 3 – Sales Tools & Pipeline Automation

Day 4 – Marketing Tools & Campaign Tracking

Day 5 – Reporting, Dashboards & CRM Strategy

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Material Includes

  • HubSpot CRM account setup guide
  • Editable templates: Email, pipeline, lead scoring sheet
  • Sample funnel: Lead → Nurture → Convert
  • Final project submission template
  • Access to session recordings (30 days)
  • Certificate of completion

Requirements

  • No prior coding knowledge required
  • Laptop or desktop with internet access
  • A free HubSpot account (setup on Day 1)
  • Access to sample or real business data (contacts, deals, etc.)
  • Zoom or Google Meet access with mic and camera for sessions
  • Attendance in at least 4 of 5 sessions for certification eligibility
  • Bring a use-case or business context for hands-on practice

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Audience

  • Business owners and entrepreneurs
  • Sales and marketing professionals
  • CRM admins and support teams
  • Agencies and consultants using HubSpot for clients
  • Anyone looking to build scalable lead management workflows without coding

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