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HubSpot Sales Hub Training
Enroll in HubSpot Sales Hub Training – Master Sales Workflows, Lead Management, Forecasting & CRM Performance
Course Overview
Gain hands-on expertise in managing sales pipelines, automating sales activities, tracking deals, and driving predictable revenue using HubSpot Sales Hub.
The HubSpot Sales Hub Training by Iteanz is designed to empower aspiring sales professionals, account executives, sales managers, CRM users, and revenue teams with end-to-end expertise in managing, automating, and optimizing the sales process using the HubSpot Sales Hub platform.
This training equips learners with practical, hands-on skills to manage leads and deals, streamline sales pipelines, automate sales activities, and improve conversion rates across the buyer journey. Participants will learn how to configure sales pipelines, manage contacts and companies, track deals, automate follow-ups, implement email sequences, schedule meetings, and leverage sales analytics and forecasting tools within HubSpot.
The program also covers advanced Sales Hub capabilities such as task automation, playbooks, quotes, products, deal-based workflows, sales reporting, and performance dashboards. Learners will gain best practices for CRM adoption, sales process standardization, pipeline hygiene, and alignment between marketing and sales teams to drive predictable revenue growth.
Prerequisites
Technical Prerequisites
- Basic understanding of cloud-based applications and browser-based business tools
- Familiarity with CRM platforms or sales automation tools
- Basic knowledge of contacts, companies, deals, pipelines, and sales stages
- Understanding of workflows, triggers, and rule-based automation is helpful
- Prior exposure to HubSpot or similar CRM platforms is beneficial but not mandatory
Domain Prerequisites (preferred but not mandatory)
- Understanding of sales processes, lead management, or revenue operations
- Familiarity with B2B or B2C sales workflows and buyer journeys
- Awareness of sales metrics such as pipeline value, conversion rates, and forecasting
- Basic understanding of sales performance tracking and reporting
Recommended Skills
- Strong communication and relationship-building skills
- Analytical mindset for evaluating pipeline health and sales performance
- Ability to follow and optimize structured sales processes
- Attention to detail while managing CRM data, deals, and activities
- Interest in sales automation, CRM optimization, and revenue growth strategies
Learning Objectives
Architect Sales Pipelines: Design and implement a customized sales process that aligns with your specific business model.
Master Prospecting: Use HubSpot’s AI-powered tools and sequences to identify and engage high-fit leads.
Automate Workflows: Eliminate repetitive administrative tasks like data entry and follow-up reminders.
Leverage Sales Intelligence: Use Conversation Intelligence and predictive lead scoring to prioritize efforts.
Drive Data-Driven Decisions: Create advanced sales reports and dashboards to track individual and team performance.
Who Can Attend
Sales Representatives & Account Executives: Looking to hit quotas more efficiently.
Business Development Teams: Focused on improving lead qualification and outreach.
CRM Administrators: Responsible for maintaining the HubSpot ecosystem.
Business Owners: Seeking a scalable way to manage growth and revenue.
Sales Managers & Directors: Aiming to gain better visibility into team performance and forecasting.
Curriculum
Module 1: Introduction to HubSpot CRM & Sales Hub
- Understanding the HubSpot Ecosystem (Marketing, Sales, and Service Hub alignment).
- Navigating the interface: Contacts, Companies, and Activity Feeds.
- Personalizing your profile and connecting your email/calendar (Gmail/Outlook).
Module 2: Managing Your Sales Database
- Contact and Company record management.
- Using Custom Properties to track industry-specific data.
- Segmenting your database using Lists and Filters for targeted outreach.
Module 3: Prospecting & Lead Identification
- Setting up the Prospecting Workspace.
- Using the Prospects Tool to see which companies are visiting your website.
- Identifying "Good-Fit" leads using the Inbound Sales framework.
Module 4: Mastering Sales Productivity Tools
- Templates: Creating high-converting, personalized email templates.
- Snippets: Using reusable text blocks for common questions.
- Documents: Tracking when prospects open and view your sales collateral.
- Meetings Tool: Setting up your booking link to eliminate back-and-forth scheduling.
Module 5: Automating Outreach with Sequences
- Building multi-step Sequences (Email, Task, and LinkedIn reminders).
- Personalization at scale: Using tokens and manual checkpoints.
- Analyzing sequence performance (Open rates, Click rates, and Reply rates).
Module 6: Pipeline Management & Deal Tracking
- Defining your Deal Stages and probability.
- Moving deals through the pipeline and managing the "Board View."
- Deal automation: Triggering tasks or notifications when a deal moves stages.
Module 7: Advanced Sales Features (Professional & Enterprise)
- Sales Playbooks: Standardizing your sales scripts and discovery questions.
- Conversation Intelligence: Recording and analyzing calls for coaching.
- Quote Creation: Using the CPQ (Configure, Price, Quote) tool to send professional proposals.
Module 8: Sales Forecasting & Analytics
- Understanding the Forecasting Tool to predict monthly/quarterly revenue.
- Setting team goals and quotas.
- Key reports: Deal velocity, funnel reports, and productivity leaderboards.
Module 9: Integration & Ecosystem Alignment
- Integrating Sales Hub with Marketing Hub (Lead Handoff).
- Connecting 3rd-party apps (LinkedIn Sales Navigator, Zoom, Slack).
- Maintaining a clean CRM: Data hygiene and duplicate management.
Module 10: Practical Workshop & Certification Prep
- Hands-on Capstone: Setting up a live pipeline and sequence.
- Review of real-world sales scenarios and troubleshooting.
- Final assessment and preparation for the HubSpot Sales Software Certification.
Get Started with a Demo
Key Features of our Training.
Expert Trainers
Learn from experienced professionals and industry experts with real-world knowledge.
Hands-On Training
Gain practical experience through real-world scenarios, projects, and interactive exercises.
Customizable Corporate Training
Tailored solutions to meet the unique needs of organisations and teams.
Certifications & Assistance
Courses are aligned with international standards and we also help you to prepare for globally recognised certifications.
Global Recognition
Trusted by individuals and enterprises worldwide, with a track record of successful alumni and partnerships.
24 x 7 Expert Support
We have a 24x7 online support team to resolve all your technical queries, through a ticket-based tracking system, for a lifetime.
Testimonials
Success Stories in Their Own Words
“Exactly what my team needed to get aligned and energized. The trainer had a great way of making the material relatable and fun. The Iteanz support staff were incredibly responsive to all our follow-up questions. Both faculty and support were top-notch and very approachable.”
Jayasurya
Team Lead - Sales
“Fantastic for boosting daily productivity. I learned so many time-saving tips and easy email template tricks. The environment was positive, the trainer was engaging, and I’m already seeing better responses from my prospects. Highly recommended for people in the sales domain!”
Raghav Raj
Inside Sales Representative
“Focus on CRM data hygiene and integration APIs was crucial. The instructor provided advanced troubleshooting methodologies for sync errors. This technical deep dive has fundamentally improved our marketing-to-sales handoff process and data integrity.”
Kajal Shetty
Senior Marketing Technologist
“The curriculum’s depth on workflow automation and predictive lead scoring was exceptional. The faculty expertly deconstructed complex sales pipelines. Post-training support from the Iteanz team in configuring our custom dashboard was invaluable for our tech stack integration."
Dhananjay
Sales Operations Manager
FAQ's
Will I get placement assistance?
Iteanz is providing 100% placement assistance on our key courses. We help you with career counseling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.
Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.
Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25,000 to all Iteanz students which will help you to attend the interviews with more confidence.
Can I attend a demo session before enrollment?
Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form to schedule a free demo.
What if I miss a class?
You will never miss a lecture at myTectra. You can choose either of the two options:
Classroom Training:
- If you miss one or a few classes we can give a backup class based on the trainer and your convenient time.
- In case you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many course topics you have completed so far.
Live-Online Training:
- View the recorded session of the class available in your LMS.
- You can attend the missed session, in any other live batch.
What if I have more queries?
Just give us a CALL at +91-80-468-10331 OR email at info@iteanz.com
What are the payment options?
Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.
- Visa Debit/Credit Card
- American Express and Diners Club Card
- Master Card
- PayPal
- Net Banking/Wire Transfer
- UPI Payment such as Google Pay, PhonePe, Paytm
- Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?
For Individual:
Classroom Training - Bangalore
Live-Online Training - Globally
For Corporates:
Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!
Online Training - Globally
* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.
Who are the Trainers?
Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.
Career Services
Placement Assistance
Resume & LinkedIn Profile Building
Exclusive access to Iteanz Job portal
Access to Soft Skill Enhancement
Mock Interview Preparation
One-on-one career guidance
Related Programs
Corporate Training
Empower your team to excel—transform potential into performance with Iteanz Corporate Training today!
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Talk to our training advisor today and discover how Iteanz can help you achieve your training goals.
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