HubSpot CRM Training for Sales & Success Teams

Watch the Overview

Is your sales team struggling to fully embrace and leverage the power of HubSpot's CRM? Feeling like you’re spinning your wheels in an effort to achieve full implementation? We get it, and that’s exactly the problem we solve.

At IMPACT, we believe that hands-on training is the secret weapon to transform your sales approach. In fact, we were the first HubSpot partner to make CRM training a core part of our client services. Over time, our team of seasoned coaches has honed a training program that will demystify HubSpot, boost your team's confidence, and skyrocket their effectiveness — not just with the tool, but with prospects and customers as well.

Watch the Benefits & Expected Outcomes

With IMPACT’s HubSpot CRM training, your sales & success teams can expect:

Streamlined Lead Management

Feel like your lead management is a bit inconsistent and, at times, chaotic? We get you. Efficiently track, nurture, and convert leads to boost sales revenue.

Enhanced Sales Productivity

Sales team doing too many mundane, low ROI tasks? The buck stops here. Empower your team with time-saving automation and streamlined workflows for maximum efficiency.

Data-Driven Decision Making

Feel a bit blind with your data? It’s time to see clearly. Leverage accurate and up-to-date insights to make informed sales strategies and drive better outcomes.

Improved Customer Relationship Management

Falling short on customer follow-up? It’s time to keep the momentum going. Nurture stronger relationships through personalized interactions and targeted communication.

Enhanced Sales Pipeline Visibility

Lack full vision of your pipeline? Now you’ll see it all. Gain clear visibility into the sales pipeline, identify bottlenecks, and optimize sales performance.

Consistent Sales Processes

Suffering from inconsistency? Now you’ll establish standardized processes and workflows to ensure consistent and scalable sales operations.

Advanced Reporting and Analytics

No ability to grade your team’s overall performance? School is now in session. Unlock valuable sales performance data to analyze, refine strategies, and drive continuous improvement.

Effective Collaboration

Frustrated with silos amongst your sales team? Time to get everyone communicating. Facilitate seamless collaboration among sales team members, fostering knowledge sharing and best practices.

Smoother Sales Handoffs

Is the handoff from marketing to sales clunky? No more. Seamlessly transfer leads from marketing to sales, ensuring a cohesive and efficient sales journey.

Increased Revenue and ROI

Ready to finally hit your numbers? The time is now. Experience a significant boost in sales revenue, as well as a higher return on investment from your sales activities.

“It's changed how we communicated, and it's allowed us as a company to truly have a customer-centric model.”

Watch How It Works

Our HubSpot Sales and Service Training program revolves around two key phases: preparation and hands-on training. In the preparation phase, we collaborate with your organization's leaders to understand goals, trackable data, and sales aspirations. We assess your current sales process to fully comprehend the buyer’s journey as well as the full customer experience. Next, we align on utilizing HubSpot to enhance sales processes, determine required training, and prepare for kickoff.

During hands-on training, we address sales teams' apprehensions, highlighting how HubSpot improves data and daily tasks instead of threatening them. We explore HubSpot's potential for automating and prioritizing sales processes. We then dive into HubSpot implementation, focusing on mastering tools and achieving team alignment. This yields consistent, clear data shared across your organization.

Through one-on-one and group training, your team gains comfort and trust in HubSpot, the intimidation dissipates, and they are now empowered to excel in their roles. As you might imagine, the long term gains on job performance, productivity, and satisfaction are profound.

We use a mix of virtual, in-person, independent, and collaborative learning mediums to coach and train your team. This includes:

Virtual coaching and training: We deliver most coaching and training virtually in hour-long bi-weekly sessions, with in-person options as needed.
Workshops and immersive training: Virtually, or in-person when needed, we offer hands-on, immersive training that is tailored to the specific needs and challenges of each client.
Online learning, tools, and assessments: Our training programs are supported by online learning modules, tools, and assessments that reinforce key concepts.
Customized engagement: We work closely with our clients to develop a customized engagement plan that meets their unique needs and budget.

As your training begins, our team will monitor your progress, bring new training and professional development opportunities to the team, and hold you accountable for maintaining the new behaviors and practices we implement together.

Whether you're building out a CRM that can be leveraged by both Sales and Service teams, or transitioning from an existing platform to HubSpot, the goal of this training is to map out a repeatable sales process where all relevant information is logged and tracked in your HubSpot portal so that all sales & success team members can fully leverage HubSpot functionality to increase their own productivity and improve their day-to-day job performance. Here’s what we cover:

We’ll map out your current processes, while simultaneously identifying areas for automation/improvement.
Build a metric tracking dashboard to set a baseline for what information you can log and track in your portal.
Together, we’ll complete basic CRM setup (and/or reconfiguration), establish a new sales or customer service process in HubSpot, and design an internal “playbook for how to teach it.”
After mapping out a written HubSpot Process Document to ensure that all your team members know exactly what actions need to be taken, we’ll engage in a step-by-step walkthrough for your entire team.
Once the team is fully aware of how to use the CRM correctly, we’ll engage in a specific training for your sales or customer service managers so that they can coach to the data and hold their team accountable.
Finally, you’ll learn how to build a Reporting Dashboard based on the types of data and reports that are most important to running the business.

Book a Call with a HubSpot Coach

Unlike most agencies that have you talk with a sales person to start, our belief at IMPACT is you should immediately speak with one of our coaches. This allows you to quickly get a sense for the way we teach and communicate. Also, the coach will use this time to learn more about the challenges you’re facing and get a pulse on the current state of your organization and how HubSpot fits into it. Together, you’ll devise your gameplan for making sure HubSpot becomes a major part of your organization’s sales culture.

Book a Call With a HubSpot Coach

Start 1-1 and Group Training

Once the plan is in place, it’s time to get to work! For the next 3-6 months, your team will be immersed in personal and group training that helps them learn and hone the skills needed to use HubSpot’s tools to their full potential, automate their processes, collaborate, and analyze data. Our HubSpot trainers will be with you every step of the way to give you guidance and feedback, as well as share advice from their first-hand experience.

Own Your HubSpot Portal!

Within just weeks, you’ll begin to develop the in-house expertise necessary to optimize your use of HubSpot. You'll complete our training program with in-depth platform knowledge and expertise.

Our program requires a commitment of 3-6 months to experience the program's benefits through training, feedback, and continuous reinforcement. However, considering that HubSpot is constantly evolving, many clients choose to continue with additional training.

Meet the HubSpot Coaches

In your journey with us, you'll work with a HubSpot trainer who is fully versed in the marketing and sales challenges you confront daily. Just like you and your team, they too have been responsible for managing a HubSpot portal and delivering results; they don't merely instruct, but have 'walked the walk.'

Most importantly, all IMPACT coaches are master communicators, proficiently trained in They Ask, You Answer. They know exactly how to press the right levers to help you and your team unlock and unleash your utmost HubSpot potential with the framework in mind.

Jessica Palmeri

Director of HubSpot Training

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Joe Bachir

HubSpot Trainer

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Will Smith

HubSpot Trainer

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How Much Does HubSpot Training Cost?

Our HubSpot training programs are designed to meet your needs. Your project's size and scope will impact your program's total cost, but on average, you can expect to invest between $5,000-$15,000 per month. We usually see smaller teams investing around $5,000-$10,000 per month and larger organizations investing between $10,000 and $15,000 per month.

Your cost will depend on your specific requirements and the scale of your operations. We’ll be able to determine that with you when we talk.

“Prior to HubSpot, we really did not have an effective way to follow the customer through their digital journey.”

“As the head of sales, lead gen is my friend, and we look forward to now being able to developing a lead generation campaign using this information.”

Watch Is It Right For You

Wondering if your organization is right for IMPACT’s HubSpot Sales and Service Training? Let’s take an honest look. Here are the qualities of those companies who are a good fit for the program:

You’re getting ready to purchase HubSpot, and you want to make sure this investment kicks off the right way, ensuring maximum ROI.
You’re currently using HubSpot, and you know you’re not utilizing it to its fullest potential.
You’re getting resistance from sales team members with the tool, and you want to overcome this resistance.
You’re feeling the sales team has become complacent with the HubSpot CRM, and you’re looking for a recharge and refresh to get everyone back on track.

Keep in mind, though, that even though we have world-class HubSpot trainers here at IMPACT, your leadership team MUST be bought into the training as well. This also means each individual on the sales team understands the importance of this training, they actively participate, and do their best to gain from the program.

Are we the right fit for each other?

We understand that our training style may not suit everyone, and we carefully select the clients we work with. The companies that thrive in our program are:

Led by marketing leaders who genuinely aspire to greatness and are committed to putting in the necessary hard work to reap the program's benefits.
Prioritize their team's success and are willing to invest in the training required to improve.
Hold their team accountable for doing the work.
Recognize that constructive feedback and consistency are crucial for achieving excellence.

If this sounds like you, our program may be the perfect fit.

Results & Success Stories

National Education Company Uses HubSpot to Get Its Whole Team on The Same Page

Kaplan Early Learning provides resources to Pre-K and elementary schools.

Challenge

With a huge team and a national presence, Kaplan Early Learning needed to provide a consistent experience to a wide range of customers. But its limited home-grown CRM was holding it back. The team needed better data and more transparency.

Solution

For a company with a mission focused on education, this was a chance to do some digital learning in-house. With IMPACT’s training, Kaplan’s team of seasoned sales reps was quickly able to learn the platform and buy in to its promise. HubSpot became a part of Kaplan’s culture, and the single source of truth for a far-flung remote team.

Result

Now, Kaplan uses HubSpot’s marketing, sales, and service hubs to streamline its sales and marketing to better serve its customers. With time-saving tools and top-notch organization, sales reps are hitting their numbers earlier — and managers have full visibility into deal pipelines.

How To Get Started

Take the First Step to HubSpot Sales Success

Book your free coaching session today, and discover how IMPACT's HubSpot CRM training can help take your business to the next level. We’ll use this time to learn more about the challenges you’re facing and get a pulse on the current state of your organization. Together, we’ll also devise your game plan for improvement. Next, your coach will work with leadership to determine your goals and what your team wants to accomplish with HubSpot. Then, over the course of usually 3-6 months, you’ll dive into your HubSpot CRM training program tailored to your specific needs, including personal and group training.

What to Expect On Your Call with an IMPACT Coach