How to Deliver an Effective HubSpot CRM Training for Your Team
Delivering your own HubSpot CRM training can be an incredibly rewarding experience, especially when you see your team confidently navigating the platform and even coming back to you with follow-up questions. Here’s a guide to help you prep and execute a successful training session that empowers your users without overwhelming them.
1. Preparation is Key: Focus on What Matters
Before you dive into training, it’s crucial to prepare effectively. The biggest mistake you can make is trying to cover every feature HubSpot offers. Remember, your goal isn’t to turn your team into HubSpot experts overnight. Instead, focus on the essential areas they’ll need to navigate the system successfully.
By concentrating on the key features your team will use daily, you’ll help them feel more comfortable and less overwhelmed. A well-structured training leaves room for curiosity—if your trainees start asking questions after the session, it’s a sign that your training resonated with them and they’re ready to explore further on their own.
2. Three Key Areas to Cover in Your Training
When I train new employees on HubSpot, I always center the session around three critical areas:
Profile and Preferences Setup
- Start by guiding your team through setting up their profiles. Ensure that everyone’s email is properly configured, calendar links are integrated, and phone numbers are added. This is also the time to show them how to customize their dashboard so that their preferred view appears every time they log in. This simple step can make their daily interaction with HubSpot much smoother.
Navigating the Contacts Hub
- The next focus is the Contacts Hub, a core part of HubSpot. Begin by familiarizing users with the contact record’s layout, emphasizing key sections like communication history and property fields. Then, move on to the contacts grid, showing them how to modify it for their needs and perform data entry directly from the grid. Finally, demonstrate how to save custom views so they can quickly access the information most relevant to them.
Understanding the Company Hub
- The Company Hub follows a similar format to the Contacts Hub. Start with how to view and edit company records, then proceed to customizing the company grid. Saving their preferred views here will also streamline their work processes.
3. Introducing the HubSpot Mobile App
In the final segment of your training, show your team how to use the HubSpot mobile app. A key feature to highlight is the business card scanner, which can be a game-changer for quickly adding new contacts. Walk them through navigating and viewing records on the app, ensuring they understand that they can access the same information on the go as they would on their desktop.
4. Keep It Short and Sweet
Your training session should ideally last no longer than 45 minutes. This timeframe is optimal for maintaining attention and ensuring that the information is absorbed without overwhelming your trainees. Longer sessions often lead to diminishing returns as attention spans wane.
5. Post-Training Engagement: The Real Test of Success
A successful training session isn’t just about what happens during the 45 minutes you’re speaking. The real test comes afterward when your team starts using HubSpot independently. Encourage them to come to you with questions—this shows they’re engaging with the software and are eager to learn more.
Final Thoughts
Delivering effective HubSpot CRM training doesn’t have to be daunting. By focusing on key areas, keeping your session concise, and encouraging post-training engagement, you’ll empower your team to make the most of HubSpot. For those looking for additional resources or notes to help prepare for their training, feel free to check out this guide or check out my video. Happy training!