HubSpot CRM for Marketing and Sales Professionals

Course Description

SkillDynamo’s HubSpot CRM for Marketing and Sales Professionals course develops practical, role-relevant capability in HubSpot CRM marketing and sales operations, contacts, companies, deals, pipelines, campaigns, email, lead management, automation, reporting, integration, governance, and adoption. The learning path progresses from essential concepts and planning to implementation, validation, troubleshooting, and operational use.

Learners work through realistic scenarios, guided demonstrations, applied exercises, and evidence-based reviews. Each topic is connected to workplace responsibilities, common risks, quality controls, and measurable outcomes.

The content is independently written for SkillDynamo using the supplied source page as the title, update-date, and topic-alignment reference. Learners finish with an applied scenario and a prioritized improvement plan.

What You Will Learn

• Configure CRM settings, users, teams, permissions, properties, contacts, companies, associations, imports, deduplication, and data quality
• Define lifecycle stages, ownership, naming, consent, privacy, segmentation, records, and governance
• Manage leads, deals, stages, pipelines, tasks, calls, meetings, sequences awareness, templates, documents, quotes awareness, and forecasting
• Build seller routines, handoffs, qualification, follow-up, prioritization, and productivity controls
• Create lists, forms, landing pages awareness, campaigns, email, personalization, lead capture, scoring awareness, and nurturing
• Use workflows awareness, notifications, assignments, lifecycle automation, integration, and cross-team processes
• Create dashboards and reports for pipeline, activity, conversion, campaigns, sources, revenue, and management decisions
• Integrate tools, troubleshoot data and automation, manage governance, train users, and create an adoption roadmap

SkillDynamo Training Approach

SkillDynamo delivers this HubSpot CRM for Marketing and Sales Professionals course through instructor-led demonstrations, hands-on exercises, scenario analysis, validation checklists, structured troubleshooting, evidence-based reviews, and a final improvement plan linked to practical workplace outcomes.