HubSpot Training: Mastering Customer Relationship Management (Beginner)
This training course provides a practical introduction to HubSpot and helps participants adopt a clear and efficient methodology
to manage customer relationships on a daily basis. Learners will discover how to structure a clean contact database, track interactions,
capture leads, communicate with their audience, automate essential actions, organize customer requests, and measure performance using dashboards.
By the end of the course, participants will be able to configure a consistent HubSpot environment and use it operationally in a business context.
Module 1 – Understanding the Logic of a Modern CRM
- The role of a CRM in an organization: objectives, benefits, and limitations
- Differences between CRM, marketing automation, and sales tools
- Overview of HubSpot (CRM, Marketing, Sales, Service) and common use cases
- Best practices: adoption, data quality, and follow-up discipline
Module 2 – Getting Started with the HubSpot Environment
- Interface discovery: navigation, menus, views, and search
- Essential settings: profile, company details, preferences, units
- User management: roles, access rights, and security principles
- Work organization: dashboards, shortcuts, and startup methodology
Module 3 – Structuring Your Customer Database
- Creating and managing contacts, companies, and associations
- Understanding properties: standard fields, custom fields, field types
- Data import and cleanup: formats, duplicates, and consistency rules
- Effective segmentation: filters, views, and lists for targeting
Module 4 – Centralizing Interactions and Customer Follow-Up
- Activity timeline: notes, emails, calls, meetings, and traceability
- Task creation and management: priorities, reminders, organization
- Managing interaction history: search, sorting, and key information
- Daily routine: a simple method to ensure nothing is missed
Module 5 – Capturing Leads Effectively
- Conversion principles: visitor → lead → contact journey
- Form creation: fields, validation, messages, and best practices
- Website integration: tracking, embedding, and data consistency
- Conversion pages: structure, calls to action, and compliance principles
Module 6 – Communicating with Your Contact Database
- Campaign preparation: objectives, audience, messaging, and scheduling
- Email creation: content, subject lines, personalization, segmentation
- Best practices: deliverability, consent, frequency, and quality
- Performance analysis: open rates, clicks, and optimization opportunities
Module 7 – Automating Simple Actions
- Understanding automation: triggers, conditions, and actions
- Basic automations: notifications, assignment, follow-up, reminders
- Structuring a simple journey: post-form or post-interaction automation
- Best practices: avoiding over-automation, testing, and monitoring
Module 8 – Organizing Support and Request Follow-Up
- Structuring customer request handling: tracking logic and priorities
- Centralizing exchanges: traceability and internal collaboration principles
- Organization methods: categories, statuses, and urgency levels
- Continuous improvement: standardizing responses and reducing delays
Module 9 – Measuring and Managing Performance
- Defining relevant KPIs: acquisition, conversion, follow-up, engagement
- Dashboards: reading, widgets, and essential indicators
- Interpreting results: trends, anomalies, and corrective actions
- Improvement planning: adjusting messages, segments, and processes
Other course(s) in this category
→ Training: Managing Internal and External Customer Complaints
→ Training: Customer Relationship Management and Service Quality
→ Training: Customer Portfolio Management
Prerequisites:
Objectives:
- Configure HubSpot and build a reliable, well-structured contacts and companies database.
- Track and organize customer interactions (history, tasks, activities) to improve productivity and follow-up quality.
- Implement lead generation and communication actions (forms, emails, segmentation) using best practices.
- Automate simple processes and analyze performance through KPIs and dashboards to support continuous improvement.
Online
- 23/03/2026
- 24/03/2026
- 15/06/2026
- 16/06/2026
Montreal
- 04/05/2026
- 05/05/2026
Pricing
Practical information
- Duration: 2 day(s)
- Schedule: 9:00 a.m. to 4:30 p.m. (2 coffee breaks + 1-hour lunch)
-
Format:
- Online (live virtual classroom)
- Or in person, depending on availability
📄 Download course outline (PDF)
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FR
« Je tiens à vous remercier tous les deux d’avoir offert à mes ressources une excellente formation COBOL au cours des trois derniers jours.
Mamadou, merci d’avoir été si accommodant malgré le court préavis et d’avoir envoyé votre formateur à Gatineau pour ce cours personnalisé.
Nous avons hâte de poursuivre notre collaboration pour de futurs besoins de formation. »
(Traduit de l’anglais)
EN
“I want to thank you both for providing my resources with excellent COBOL training over the past 3 days. Mamadou, thank you for being so accommodating on such short notice and for sending your facilitator to Gatineau for this customized and personalized training course. We look forward to continuing our partnership for future training needs.”
FR
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EN
“Mamadou helped us reorganize our stop panel using a reporting tool, Crystal Reports. He successfully delivered precise, pixel-perfect work,
as we needed a report that matched the original graphic design. He helped us break the project down into cycles and integrate the report
into our corporate software. What we appreciated most was his attention to detail and consistency. Mamadou was very professional and
is knowledgeable in many other technologies. Thank you.”
(Translated from French)
FR
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EN
“It was a pleasure doing business with Doussou Formation. What truly makes THE difference is the personalized service, fully attentive
to participants, as well as the ability to adapt the training to their needs. Flexibility / Adaptability / Professionalism / Courtesy. Thank you!”
(Translated from French)