HubSpot Training: CRM Management

CRM Management

During this one-day training you will be given the tactics and instruction necessary to set up your CRM based on your company’s sales process and goals. You will leave with not only an understanding of how to use the CRM and Sales tools, but also with assets you can use to train your own team on how to sell using the HubSpot CRM.


per seat
  • Duration: 1 Day, 9 AM-4:30 PM
  • Level: Beginner
  • What to Bring: Laptop
  • Language: English
  • Best For: A sales administrator interested in learning how to use HubSpot CRM  to implement your sales process and onboard individual sales users.


  • North America
  • Europe
  • Asia
  • Australia

North America

  • January 26 - Austin, TX 
  • January 26 - San Diego, CA
  • February 9 - Cambridge, MA
  • February 16 - New York City, NY 
  • February 16  - Orlando, FL
  • March 9 - Denver, CO
  • March 16 - San Francisco, CA
  • March 16 - Chicago, IL - March 2018
  • April 6 - Washington DC
  • April 13 - Atlanta, GA
  • April 13 - Kirkland, WA
  • April 20 - Charlotte, NC
  • May 11 - Los Angeles, CA
  • May 18 - Vancouver, BC


  • January 26 - Amsterdam
  • February 9 - Berlin
  • February 23 - London
  • March 16 - Stockholm


2018 Dates Live December 2017
  • Singapore - March 2018


2018 Dates Live December 2017
  • Sydney - March 2018

Course Topics:

  • Mapping Your Sales Process
  • Setting up Your Inbox
  • Understanding the Objects within HubSpot
  • Properties, Contacts, and Companies
  • Deals and Deal Pipelines
  • Locating Your Key Performance Indicators
  • How to Get Your Team Started

Meet Our Team

  • emily-morgan.jpg

    Emily Morgan

    Emily spent the last 3 years at HubSpot both in Support and as a Customer Training specialist and has no shame in admitting she loves to nerd out with a whiteboard, coffee, and a challenging workflow.

  • aidan_mcgrath.jpg

    Aidan McGrath

    Aidan’s HubSpot career has spanned over both the Support team and the Partner Services team. He's a language nerd, loves traveling the world, and is always looking for the best food in town.

  • Sheena_chatterjee.jpg

    Sheena Chatterjee

    During her time at HubSpot on the Support and Customer Training teams, Sheena constantly strives to solve for the customer. She loves providing customers with the tools to reach that "a-ha!" moment.

  • Serena_Polverino.jpg

    Serena Polverino

    Serena is passionate about all things content and spent the last 5 years helping brands in EMEA build and optimize their content marketing strategy. In her free time she loves cooking Italian food and working on DIY projects.

  • Katie-Wood-optimized.jpg
    Really enjoyed the training. Great way to get familiar with the tool. I'd recommend everyone do this training as close to their sign up date as possible. It was really helpful to get the big overview at the beginning.

    Katie Wood, Director of Marketing

    Strong Swift Durable

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    I feel like I am weeks if not months ahead of where I would be if I had to teach myself everything.

    Pauline Nee

    Honest Buildings

  • Super impressed with the power of Hubspot. The training left me feeling excited and empowered to get started right away.

    Kim Rowell


  • BeateWrobel.jpeg
    I liked the set up of the course and the possibility to exchange with the trainer and other attendees.

    Beate Wrobel


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