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HubSpot Training

Improve Behavioral Buy-in & HubSpot Proficiency

HubSpot Training for Businesses

PIC helps businesses support the rapid adoption of the HubSpot Growth Suite with our set of HubSpot Training Programs. Offered both in-person and virtual, our training services tackle the adoption of HubSpot from a strategic, technical, and behavioral perspective. As a HubSpot Platinum Partner, we’re proud to offer a suite of HubSpot Services along with the training programs detailed below.

HubSpot Training for Pittsburgh Businesses
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Customized HubSpot Training

Your company and team are unique, and so are your needs. That's why your solution has to be unique too. After assessing your current processes and goals for the future, we will craft a customized plan and training program to get you there.

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How can we help you with HubSpot Training?

“We need to train team members on the mechanics of HubSpot and how to leverage them for efficiency.”

PIC offers a standardized training program to help your team learn the mechanics of HubSpot.

“We are struggling with adapting to HubSpot’s tools and working it into our company’s processes and procedures.”

For companies that need more in-depth training, we can assess your current processes and build a custom training program that unlocks the full power of HubSpot for your business.

Training from Pittsburgh’s First HubSpot Platinum Partner

Implementing any new system can be a challenge. When investing in HubSpot’s Growth Suite, it is important to set yourself up for success, and this success ultimately relies on total team buy-in.

Our HubSpot training programs are tailored to both your team and company’s needs as we aim to achieve specific goals and garner user buy-in across the organization.

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Customized HubSpot Training Programs

HubSpot Training Sprints

We offer a variety of HubSpot training sprints that are designed to help you progress through the onboarding process. The Sprints cover technical aspects of the platform, look into your current processes, suggest improvements, and help with the cultural adoption of HubSpot within your company.

Training Sprints Include:

  • CRM Fundamentals
  • Sales Enablement
  • Personal Productivity Power
  • Managing sales teams with HubSpot (or HubSpot for Sales Managers)
HubSpot Training Sprints

Manager Meeting

Each training sprint starts with a manager’s training meeting. This meeting will help us see your current internal processes, adapt HubSpot as closely to your processes as we can, and then help shift the internal processes into the HubSpot Growth Suite. It is critical the managers and leadership are on board with the training curriculum. Without buy-in from company leaders, a successful HubSpot implementation is unlikely. Each leadership/management meeting establishes custom training goals. These are decided upon collaboratively after examining the team needs and the company’s business objectives. What will be taught and how it will be taught is discussed and agreed upon - this way, there are no surprises when team training begins.

Manager Meeting

Training Material Preparation

Once the manager meeting is complete, the curriculum is prepared based on the results of this meeting. Typically, this can be a few days or up to a week after the initial manager meeting. During this time, team members should take the extra step in learning the inbound methodology. We recommend that all team members begin their understanding of inbound marketing by taking the free classes offered by HubSpot through their Learning Academy.

Training Material Preparation

HubSpot Team Training

After the HubSpot training is conducted with the team. The curriculum is covered in detail with case examples of how HubSpot can be utilized to achieve the objectives of the Training Sprint. This session, while it is in a teaching format, is an open forum and questions and engagement are encouraged. Hands-on work is an essential element of these training sessions, if possible, please bring work laptops to the session.

HubSpot Team Training

HubSpot Training Follow-up

Once the training is complete, we follow up with leadership and management to ensure that the training was effective and the concepts are being implemented by the team. Team members will receive short email lessons and reminders about how to put into practice what was taught. If needed, additional Sprints and HubSpot Portal Audits are available for purchase.

HubSpot CRM Training

HubSpot CRM Training

This sprint is PIC’s foundational course. It’s perfect for your company if:

  • You’ve never used Customer Relationship Management (CRM) software before.
  • You’re migrating from another CRM to HubSpot with limited HubSpot experience in-house.
  • You have multiple HubSpot users in your company and need to quickly onboard a new hire and bring them up to speed.
  • You’re struggling with the implementation of HubSpot and need a company-wide back-to-basics training session to get your sales team and marketing team on the same page.
HubSpot Sales Tools

HubSpot Sales Tools

This sprint assumes an understanding of the elements in the first CRM training sprint and teaches the ways that HubSpot can streamline your sales activities. This sprint is perfect for inbound marketing and sales teams because it demonstrates how to use HubSpot to save time while reaching the prospects most likely to purchase from you. This sprint is perfect for your business if:

  • You have been using HubSpot and feel you can get more out of it.
  • Using HubSpot takes up more of your time, not less.
  • You aren’t sure how to use HubSpot Templates, Documents, and Snippets
  • You have questions about HubSpot tools.
Personal Productivity Power

Personal Productivity Power

This sprint examines the best way to use HubSpot for you personally. As someone who uses HubSpot every day, this sprint is perfect for you if:

  • You would like to create custom reports and understand how to leverage the information found there.
  • You would like to personalize your dashboard with reports that help with your tasks.
  • You would like more customization with information specific to your company role and goals in HubSpot.
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Pittsburgh HubSpot Training

Are you from the Pittsburgh Area? We also offer onsite training for your sales and marketing team. Contact us to inquire about building a custom workshop to address the specific needs of your team.

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