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The most common reason a CRM is not used to its full potential is not the technology, but that users do not know how. HubSpot Academy is HubSpot's own training platform with free courses and certifications. Used right, it can lift the whole team. Here is how to do it in a structured way.
In short: HubSpot Academy offers free courses and certifications in both methodology, such as inbound, email and sales, and in how to use HubSpot's tools. Create a training plan per role, combine Academy with internal training in your own processes and follow up that the knowledge is used day to day.
What is in HubSpot Academy?
- Courses on marketing, sales, customer service, RevOps and AI.
- Certifications with exams that show you master an area. They are valid for a certain time and need to be renewed.
- Software training on how to use HubSpot's tools for marketing, sales, service and other parts of the platform.
- Short lessons on specific features, useful as a reference.
Most of it is free and only requires a HubSpot account.
Training plan per role
| Role | Focus |
|---|---|
| Sales reps | Sales, inbound sales, sequences and pipeline |
| Marketing | Marketing, email, content and automation |
| Customer service | Customer service, tickets and knowledge base |
| Admin and RevOps | Administration, data model, reporting and integrations |
| Leadership | Reports, dashboards and forecasts |
Academy does not take you all the way
Academy teaches how HubSpot works in general. But every portal is unique, with its own lifecycle stages, pipelines, properties and processes. So complement it with internal training in:
- Your definitions of lead, MQL and SQL. Read Lifecycle Stages in HubSpot.
- How your pipeline and deal stages are used.
- Which fields are required and why.
- Which reports are used in which meetings.
How to make the training stick
- Short and often beats long training days.
- Train when it is needed, for example when a new feature is launched.
- Appoint super users in each team that colleagues can ask.
- Document your own processes in an internal guide.
- Follow up usage in HubSpot and train where it falls short.
Frequently asked questions about HubSpot Academy
Is HubSpot Academy free?
Yes, most courses and certifications in HubSpot Academy are free and only require a HubSpot account.
Is HubSpot Academy available in other languages?
Most of the content is in English, with a selection in other languages. Consider complementing it with internal training in your own language and processes.
How long is a HubSpot certification valid?
Certifications are valid for a limited time and need to be renewed. The validity period is stated for each certification in Academy.
Which certification should you start with?
It depends on the role. Sales reps can start with the sales tools training, marketing with the marketing tools and inbound, and administrators with training on administration and reporting.
Is HubSpot Academy enough to learn HubSpot?
Academy gives a good foundation, but every portal has its own processes and definitions. Combine it with internal training or training from a partner who knows your portal.
Summary
HubSpot Academy is a free and powerful resource, but it is most valuable combined with training in your own processes. Make a plan per role and follow up that the knowledge is being used.
Want customized HubSpot training for your team? Get in touch with LeadLabs.